Integrating Birdeye with Xplor
Connect Xplor Education CRM with Birdeye to enhance communication, improve engagement, and simplify education management.
- Boost reviews - Automatically send review requests after key events, such as child enrollments or check-ins, to gather valuable feedback.
- Stay connected - Communicate with families via messaging, web chat, or mass texting—all from one unified platform.
- Simplify operations - Automate contact syncing and event-based triggers to reduce manual work for your team.
- Gain insights - Leverage parent surveys, benchmarking, and sentiment analysis to make smarter operational decisions.
Supported Integration Triggers for Xplor Integration:
- Child Enrollment Start - Activate this trigger to sync child contact details to Birdeye when enrollment begins in Xplor, as managed by educators.
- Child Enrollment End - Activate this trigger to sync child contact details to Birdeye when enrollment ends in Xplor, as managed by educators.
- Child Inactive - Activate this trigger to sync child contact details to Birdeye when a child's status is marked as inactive in Xplor, as managed by educators.
- New Child Added - Activate this trigger to add new and existing child contact details from Xplor to Birdeye.
Navigating to Xplor CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Xplor CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. When you click the 'View Setup Guide' tab, it will redirect you to this article for detailed step-by-step instructions.
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HOW TO CONNECT
Step 1: Request API Access from Xplor
To connect Xplor with Birdeye, your Provider ID(s) must be granted API access by Xplor Support and added to your Birdeye account.
If you have multiple Provider IDs, you can include them all in a single request.
Instructions:
- Email Xplor Support at [support@myxplor.com], cc your Xplor Account Manager.
- Request API access for Birdeye integration and include your Provider ID(s).
(Refer to Step 2 to locate your Provider ID.) - Once approved, Birdeye will be authorized to fetch data via Xplor’s API.
NOTE:
Your Xplor account must be on the Office Essentials package or higher to receive API access.
Step 2: Add Provider ID
Enter the Xplor Provider ID in the textbox and click 'Next.'
NOTE:
You can add more Xplor Provider IDs to manage multiple accounts.
To enable the integration, retrieve your Provider ID from Xplor and add it to your Birdeye account.
Steps to get Provider ID:
- Go to the Xplor Credential Portal.
- Log in with your Xplor username and password.
- On the dashboard, locate your Provider ID (e.g., 2734).
- Enter this Provider ID in your Birdeye dashboard to link the account.
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Step 3: Map Locations
Start by mapping each location to its corresponding center name. Then, contacts will sync from Xplor to the respective Birdeye locations.
To map a location, use the drop-down under the Xplor Center Name column next to the desired Birdeye location and select the name.
Once mapped, click 'Next' to continue.
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Step 4: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between Xplor and Birdeye.
A toast message will appear on the screen saying, 'Xplor successfully connected.' 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.
If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.
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