> ## Documentation Index
> Fetch the complete documentation index at: https://docs.subtotal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Connect Okendo and configure how customers are rewarded.

## Overview

Our integration with [Okendo](https://www.okendo.io) makes it easy to reward customers for linking accounts and making retail purchases.

We'll show you how to set up your program with Okendo and make the most out of this integration.

## Get your Okendo credentials

Sign in to your Okendo admin and navigate to *Settings -> Integrations -> Credentials*. You'll need two values:

* **User ID** — the unique user ID for your store
* **Merchant REST API Key** — click `Generate` to create one

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/okendo-creds.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=3e11203229d682760e6bdbf05bc21ad7" alt="okendo credentials" className="rounded-lg border border-gray-100" width="1399" height="393" data-path="images/integrations/okendo/okendo-creds.png" />

## Connect your Okendo account

Sign in to the Subtotal Dashboard and connect your Okendo account to enable the integration.

Navigate to [*Integrations -> Okendo -> Connect*](https://dashboard.subtotal.com/integrations/okendo).

Click the `Connect Okendo` button.

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/connect-okendo.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=1c4ccbb78d82f7b4da4a37e5ba5145f6" alt="connect okendo" className="rounded-lg border border-gray-100" width="1099" height="322" data-path="images/integrations/okendo/connect-okendo.png" />

Provide your Okendo User ID and Merchant REST API Key, then click `Save Integration`.

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/okendo-cred-entry.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=73824a424d5c5a72b309b53279c9d7fd" alt="set okendo credentials" className="rounded-lg border border-gray-100" width="753" height="419" data-path="images/integrations/okendo/okendo-cred-entry.png" />

You should now see an `Active` status on the Okendo integration page.

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/okendo-active.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=4a94842f470e85f4a1532f1955314cf0" alt="okendo active" className="rounded-lg border border-gray-100" width="1048" height="236" data-path="images/integrations/okendo/okendo-active.png" />

## Configure actions

After connecting, configure the actions Subtotal should send to Okendo. Each action maps a Subtotal event (e.g. an account being linked, a purchase being made) to a custom earning rule you've set up in Okendo.

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/add-action.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=e0f61d8ceb3044b0823c9742693e77a4" alt="okendo integration settings" className="rounded-lg border border-gray-100" width="1043" height="568" data-path="images/integrations/okendo/add-action.png" />

| Setting                 | Description                                                                                                                                                      |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customer identifier** | The field on the connection used to identify the customer in Okendo. The Subtotal Okendo integration currently only supports identifying customers by **Email**. |
| **Actions**             | One or more event-to-earning-rule mappings. Each action specifies the event type, retailers it applies to, and the Okendo earning rule ID.                       |

To add an action, click `Add action` and choose an event:

<img src="https://mintcdn.com/typecastleinc/DCqLBIGMD9FcP8hN/images/integrations/okendo/action-type-selection.png?fit=max&auto=format&n=DCqLBIGMD9FcP8hN&q=85&s=b0f97f99d05a9824fccd257c4582bee3" alt="choose an event" className="rounded-lg border border-gray-100" width="634" height="253" data-path="images/integrations/okendo/action-type-selection.png" />

Each action requires:

| Field                      | Description                                                                                                                          |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Event**                  | `account.linked` (fired when a customer links a retailer account) or `purchase.created` (fired for each purchase Subtotal collects). |
| **Action name**            | A human-readable label for this action.                                                                                              |
| **Retailers**              | Restrict the action to specific retailers, or apply it to all.                                                                       |
| **Okendo earning rule ID** | The `Action ID` of the custom earning rule you configured in Okendo.                                                                 |

See [Rewarding linked accounts](/docs/integrations/okendo/linked-account) and [Rewarding purchases](/docs/integrations/okendo/purchases) for how to set up the matching custom earning rules in Okendo.

## Customer identification

The Okendo integration identifies customers by their **email address**. How the email is captured depends on your setup:

* **Shopify app** — the customer's email is captured automatically from their Shopify profile. No additional parameters needed.
* **API integration** — include the `email` field when creating a connection via [`POST /connections`](/docs/api-reference/connections/create). Without it, Subtotal won't be able to identify the customer in Okendo.
