Edge + Clientbook Integration Overview


The Edge/Clientbook integration utilizes the Edge Connector (ECon) app to synchronize your Edge data with Clientbook.  

This includes:

  • Customers
    •    Contact Methods (address / email / phone)
    •    Purchase History
    •    Wish Lists
    •    Notes
    •    Text Messages
     
  • Items
    •    Descriptions
    •    Images
     

Additionally, the integration allows you to use Clientbook to power the Edge’s internal text notification system.  This can be used to automatically text customers when special orders are in, repairs are ready, and much more.

See the following sections for specifics on what synchronizes and how the integration functions.

 

Updated on Fri, 07 Apr 2023 by Angela Chiaravalle

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