In this guide, you will get an overview of the Navipartner integration between Business Central (BC) and Heyloyalty. The guide explains both the value of the integration and shows you, step by step, how to set up synchronization of member and purchase data, including two-way integration, webhooks, and tracking.
Once the integration is set up, you will have a solid foundation for working data-driven with segmentation, marketing automation, and personalized communication in Heyloyalty.
The value of the Navipartner integration
Consolidated customer data across webshop, BC, and Heyloyalty
With the integration between Navipartner, BC, and Heyloyalty, your customer data is gathered in one place.
Membership and contact information are automatically synchronized between the systems, ensuring you always work with up-to-date and consistent data across your webshop, BC, and your email platform.
Marketing based on purchase history
All purchases and transactions from your Navipartner webshop are transferred to Heyloyalty. This gives you a strong data foundation for working with segmentation, campaigns, and marketing automation based on actual purchasing behavior—such as recent purchases, visits, ticket data, and transaction history.
More relevant and targeted communication
By combining membership data and purchase data, you can send more relevant and personalized messages to your customers. Advanced segmentation capabilities make it possible to target your communication based on, for example, membership status, engagement, purchases, visit history, and preferences—thereby increasing the effectiveness of your campaigns.
Streamlining and automation of processes
The automation between Navipartner, BC, and Heyloyalty reduces manual work and minimizes the risk of errors. At the same time, it frees up time in your daily work, as updates, synchronization, and data transfer happen automatically—without the need for manual imports or duplicate data entry.
Ready for marketing automation and personalized flows
With the integration in place, you have the foundation to build automated flows in Heyloyalty based on both membership data and purchasing behavior. This could include welcome flows, post-purchase follow-ups, reactivation of inactive customers, or personalized campaigns—all without manual work.
Integration specifications
Navipartner has developed most of the integration between Navipartner, Business Central (BC), and Heyloyalty. The integration supports the following functionality:
- Two-way synchronization of member information between BC and a Heyloyalty list.
- Tracking receives ticket sales and transactions from BC and sends them to Heyloyalty’s tracking database.
We retrieve data from Navipartner’s endpoints, which are called:
- Member endpoint
- Member card endpoint
- Ticket endpoint
- Ticket Access Entry endpoint
After setup and data import, the integration will run continuously:
- The integration retrieves members and order data.
- Member data is retrieved from Heyloyalty and sent to BC via webhook. Member data will therefore be sent in real time.
- Order data is sent from Navipartner to Heyloyalty via webhook. Order data should therefore be visible immediately in Heyloyalty.
- Setting up the Navipartner integration between Heyloyalty and Navipartner
Step 1 – Setup of Microsoft Entra ID
For Heyloyalty and Navipartner to communicate, a Microsoft Entra ID application must be created. This ensures that Heyloyalty can update data in Business Central (BC).
You can read Navipartner’s guide on how to set up the Microsoft Entra ID application.
Step 2 – Set up two-way integration for membership data
You can configure your BC and Heyloyalty accounts to synchronize changes to member-related data. This means that new member details and changes made by existing members in BC are automatically sent to Heyloyalty — and vice versa.
Before you begin, make sure the following is in place:
- Ensure member data mapping is in place. Clarify which Heyloyalty fields should be used in the synchronization process and which BC fields they should be mapped to.
- Find your API key and API secret in your Heyloyalty account. These are available under Account information in the user menu.
Once the above is in place, follow Navipartner’s user guide to set up the two-way integration.
After following Navipartner’s guide, you must create the necessary fields on your list in Heyloyalty so the system can receive all relevant data from BC. If you have not yet created a list, you can read here how to create one.
To add fields to the list, go to the Lists menu –> click the three dots next to your list, and select Edit list. Next, you need to create the list with all the standard fields below so that it looks as shown below:
In addition, customer fields must be created, which can be added at the bottom of the Edit list page. The fields below should be created. We have provided recommended input, but this may vary from customer to customer. See below which fields we recommend:
| Field name | Recommended type | Recommended input |
| Membership code | Single-choice option | Insert the membership codes that exist in BC |
| Medlemsstatus | Single-choice option | Active member, newsletter subscriber, former member (or other options you have in BC) |
| Permission | Multiple-choice option | Notification, newsletter |
| Medlemstype | Text | |
| Besøgsdag | Single-choice option | Mandag, tirsdag, onsdag, torsdag, fredag, lørdag og søndag |
| Børn | Single-choice option | Visiting with children / Visiting without children |
| Item no | Number | |
| Sidste besøg | Single-choice option | Set the options to the types that exist in BC |
| Medlemskab aktivt | Yes/No | |
| Medlemskab slutdato | Date | |
| Medlemskab aktiveringsdato | Date |
Permission
Under Permission, we recommend creating the values Notification and Newsletter, so your members can be split into two lists:
- Notifications: All contacts who have made a purchase.
- Newsletter: Alle kontakter, der har givet samtykke til at modtage nyhedsbrev. This includes contacts who have signed up via purchases, signup forms, Facebook, Sleeknote, etc.
All members will be created on one list through integration. If you want to separate your permissions, you must set up automation flows to ensure that contacts with Newsletter permission are automatically placed on the Newsletter list. In addition, automation flows must be created to continuously update the member’s permissions on the Newsletter list.
Step 4 – Import members from the website
If you have a newsletter signup form on your website, you need to ensure that contacts who sign up via the form are also created in Heyloyalty.
Det gør du ved at installere Heyloyalty-appen på din hjemmeside. De fleste af vores kunder hos Navipartner bruger webplatformene Shopify eller Magento. Du kan læse, hvordan du installerer Shopify-modulet her, og Magento-modulet kan findes her.
The list that the module should be linked to is Newsletter.
Once the module has been set up, you also need to create a membership flow that updates the members coming in through the module so they receive the correct newsletter permissions.
Step 3: Heyloyalty webhook
To ensure that changes made directly to members in Heyloyalty are synchronized back to BC, you must create a webhook in Heyloyalty.
Once this is in place, you are ready to set up the webhook. First, generate your webhook URL by following Navipartner’s guide described in the section Procedure in Business Central.
Once the webhook URL has been created, the webhook must be configured in Heyloyalty. The webhook should be set up on the main list where members are initially added. You create the webhook by going to Lists and selecting Edit list:
Then select Webhook > Create a webhook.
When you click Create a webhook, you will be taken to the webhook settings. Fill in the fields shown on the page. Below is a recommended standard setup:
| Field name | Recommended input |
| URL | Recommended input |
| Contact email | Email address of the person who should receive webhook error |
| Send as raw JSON object | Yes |
| Simplified format | Yes |
| Test payload | Yes |
| Authentication type | OAuth 2.0 |
| Username | The Application ID (client ID) from the Azure AD application details page shown at the end of “Set up Microsoft Entra ID” |
| Password | Client Secret from the Azure AD application details page in BC |
| base URL | https://login.microsoftonline.com/Your BC tenant ID/oauth2/v2.0 |
| scopes (optional) | https://api.businesscentral.dynamics.com/.default |
| Tilmeld medlem (e-mail, mobil) | Yes |
| Tilmeld medlem (Webpush) | Yes |
| Opdater medlem | Yes |
| Frameld medlem | Yes |
| Spamklage | Yes |
| Klik (når et medlem klikker i en e-mail) | No |
| Åbning (når et medlem åbner en e-mail) | No |
| Hard bounces (when a subscriber’s email address hard bounces) | Yes |
| Anonymiseret medlem | No |
| Sendt (når et medlem modtager en e-mail) | No |
| Send svar retur ved transaktionelle mails | No |
Step 4 – Set up tracking integration and product feed
To import purchase data into Heyloyalty and create automation flows and segments based on purchases, you need to set up a tracking integration. You can read here how to set up a tracking integration.
To ensure that all purchase data from BC is transferred to Heyloyalty, you need to set up custom tracking fields. These are configured under Integrations → List integrations → Edit tracking integration → click the three dots and> select Add custom fields:
Here, you need to create a tracking list with fields. If you choose to segment your members, we recommend creating a tracking list for both Newsletter and Notification with the same fields.
Add the tracking fields here:
We recommend adding the following fields to your tracking list:
| Field name | Field type |
| Første besøg | Date |
| scheduled_admission | Date |
| Seneste besøg | Date |
| Ticket admission date and Time | Date |
| Ticket valid to time | Date |
| Ticket_scanned | Yes/No |
| Ticket_time_Slot | Date |
| Ticket_type | Text |
| Udstillingsnavn | Text |
Afterwards, you will be able to see purchase data under the activity feed, which you can find under statistics > activity feed.
Product feed
For at indsætte et produkt i din kampagne skal du oprette et produktfeed. Her kan du læse, hvordan du opretter et produktfeed.
Kom i gang med Navipartner integrationen
You now have the foundation of your Navipartner integration between BC and Heyloyalty in place. With the integration in place, membership and contact data are synchronized across the systems, and your purchases and transactions from the webshop are automatically recorded in Heyloyalty’s tracking database.
The integration provides a strong data foundation for working data-driven with your customers — from the first purchase to repeat visits and long-term relationships. When data from Navipartner, BC, and Heyloyalty work together, new opportunities open to automate communication, target campaigns, and create more relevant customer experiences.
The next step is to start using the possibilities in practice
Opsæt dine første automationflows, opret segmenter baseret på køb og medlemsdata, og tilpas feltmapping og trackingfelter, så de matcher netop din forretning. Ofte er det de små justeringer, der skaber størst værdi – fx et velkomstflow, opfølgning efter køb eller målrettet kommunikation til dine mest engagerede kunder.
Remember that the integration can evolve as your needs change. You can continuously expand with new data points, adjust to synchronization, and build more advanced automations as you gain deeper insight into your customers’ behavior.
Hvis du mangler information eller hjælp, som du ikke finder her på guide sitet, er du altid velkommen til at kontakte vores support!
support@heyloyalty.com / tlf. 87 300 399