How to Setup Podium with EPASS

EPASS Support

06-May-2024

Podium Overview

This document will provide the necessary information for integrating EPASS with Podium Marketing.

Pre-requisite: Check that the correct serial number is set up in the EPASS database by running this query:

select serialnumber from varcompany

This should match the serial number in Customer DB (Customer tab, bottom right corner). If it doesn’t match then you can update it:

Update varcompany set serialnumber = “XYZ” (where XYZ is the correct serial number)

Creating a Rule:

Go to Tools > System Maintenance > Tables and Podium.

Select New

Rule Code:

Rule Code would be the name of the Rule.

Type

EPASS offers three levels of integration and you must select the one that Podium requires.

1 – Paid

If an invoice is paid, data will be sent to Podium.

2- Finished

When an invoice is finished, data will be sent to Podium.

3- Job Status Change

When a Job Status has been changed, the data will be sent to Podium.

Please be aware that you cannot choose multiple types under one Rule Code. If you require this, kindly create a separate Rule Code.

Invoice Type Selection:

You can select the specific Invoice Type that you would like this rule to affect. Choosing multiple Invoice Types for a single Rule Code is impossible. If you require multiple Rule Codes, you will need to create a new one.

Min Invoice Total

With this feature, you can establish a Minimum Invoice Total for every invoice. By utilizing this function, you can prevent the transmission of data to Podium if the sales amount falls below, say, $10.00.

You can then have Exclusion for all or individual Podium Rules:

Exclude Splits  (All Types)

If your feature is selected and an invoice is split, the second invoice (the split one) will not be sent to Podium.

Only If Paid In Full (All types)

If your feature is selected, EPASS will only send data to Podium if the Invoice is Paid in Full.

Prompt (Only Paid Type)

The front-end user will be notified that EPASS is sending data to Podium.

Only Same Day Invoices (Only Paid Types)

Data will only be sent to Podium on the day the payment is made.

Only Send Once (Only Job Status Change Type )

EPASS will only send the data to Podium once the job status has been changed.

In your Podium Rules, you have other settings:

Print – By selecting this button, you will be able to print all of the Podium Rules.

Review – By selecting this button, you will be able to review a Podium Rule. To do this, you must highlight a rule for EPASS.

Edit – To edit a Podium Rule, simply select the corresponding button and then highlight the rule you wish to modify.

Delete – To delete a Podium Rule, simply click on the button after highlighting the specific rule you wish to remove.

Exit – This button will close Podium Rules.

OPT Out -

When editing an invoice, you have the option to Opt-Out and exclude it from the Podium Integration.