What it is

Connect a system of record (billing tool or CRM). When a matching paid order or won deal occurs, the matching referral is set to Approved across all programs and the buyer can be preloaded as a member per account settings.

How it works

Trigger → match → approve across all programs → optional member preload.

Two-way for CRMs; one-way read for billing/e-commerce.

Customer Feed reads your list of recent customers from your record system, and will allow you to automatically:

• Approve referrals and trigger associated rewards (if customer is an existing referral)
• Add customers as preloaded members (ready to be invited)
• Send Invite Emails (according to Invite Scheduler)
• Follow up based on program engagement

It is designed to run again and again without worrying about duplicate records or adding someone by mistake.

• If an email already belongs to a member, nothing changes (no duplicates)
• Only approves eligible referrals (referrals already approved or denied stay as they are)
• Email matching more than one referral is skipped
• Import history shows you a summary of what was added, approved, and skipped

Supported systems

CSV upload method

Customer Feed can also be fed by uploading a CSV (of paid orders / won deals / customers) as a manual alternative to a live connection — same result: matching referrals set to Approved across all programs + optional member preload.

Good for one-time backfills, systems without a native connection, or teams without API access.