Navigating to Olo CRM

Log in to the Birdeye dashboard and navigate Settings > Integrations > All Apps. Select Olo CRM to connect. You’ll see integration benefits, pricing, and compatibility. Click the 'View Setup Guide' tab to access step-by-step instructions.

Step 1: Enable Birdeye Integration in Olo Dashboard

You must contact your Olo CSM to enable developer access for Birdeye. Once your Olo CSM has granted access, click 'Next' to proceed with the integration.

Step 2: Enable Olo Integration in Birdeye Dashboard

Enter the business name in the text box and click 'Send Request.'

A pop-up message will appear stating that your request has been successfully submitted. 
Once approved, it will show the status as 'Approved.' Click 'Next.'

Handy Tip: If you want to integrate more than one Olo account with Birdeye, click 'Add more Olo Business Name' and send a request. SMB customers who have purchased only one Birdeye location cannot integrate more than one account.

Step 3: Add Secret Key

Enter the secret key for the respective account and click 'Next.'
Below are the steps mentioned to get the secret key.

Steps to get the Secret Key

1. Access Dev Tools > Webhooks > click Add Webhook.
2. Enter the following:

• Webhook Name- This is a description for the record so you can recognize it in the future. Each webhook will need to have a unique name to identify it.
• Destination URL- Add below destination URL- https://common-services.birdeye.com/webhook/olo/events
• Developer Partner- Select 'Birdeye' in the drop-down.

3. Select the Event Types you want to send to 'Birdeye.'

• To sync store and listing details from Olo to Birdeye - Select 'Vendor Menu Export Complete' and 'Menu Item Availability Changed.'
• To sync contact details of customers whose orders are closed, cancelled, placed, or arrived, Opt for 'Order Events.' In 'Order Events,' choose the events ‘Closed, Cancelled, Placed, and Customer Arrived, respectively.

4. Auth activation is not required. Click on 'Test Webhook' after selecting event types.
5. Click on 'Publish Webhook.'
6. Copy and paste the secret key.

Step 4: Map Locations

Once the integration is established, map your Birdeye locations to ensure the data flows correctly between Olo and Birdeye.

If you’ve integrated multiple Olo accounts, start by mapping each account to its corresponding Birdeye location, and then map the respective Olo Store number. Contacts will sync from Olo to the respective Birdeye locations based on the mapped account & respective store number. If only one Olo account is integrated, the Account Name column will not appear. 

Handy Tip: If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.

Once mapped, click 'Next' to continue.

Step 5: Select Triggers

Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Next.'

You need to perform a few more steps to enable the Sync store and menu details from the Olo trigger. 

Select the Primary Hour Types from the drop-down arrow. Click 'Next.'

Map the Google hour types with the Olo hour types from the drop-down arrow. Click 'Next.'

Select the items you want to sync from Olo to Birdeye by checking the boxes next to each.
Click 'Done.' Once triggers are saved, details will sync between Olo and Birdeye.

A toast message will appear on the screen saying, 'Olo completed successfully.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.