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Retailer Integration

Put your retail data to work with Surfside. We’ll help connect your website and apps, point of sale system, and CRM or loyalty platform. Those connections then power advertising and measurement beyond your website and apps, and, when you’re ready, ads and personalization on your own site and in your stores.

Your Surfside representative guides you from setup to launch. We handle the technical coordination and data checks, working with your providers where needed.

Who this guide is for

Retailers and publishers onboarding with Surfside. It covers connecting your data, choosing your outputs, and launching. If you’re a developer integrating Surfside Ads into a site or app, the Surfside Ads guides have the technical detail.

Connect once, choose your outputs​

Your website and apps, point of sale, and CRM connect to Surfside, which powers Offsite Commerce Media, Surfside Ads, and measurement

The same three connections power everything Surfside offers. Most retailers start with Offsite Commerce Media, and we recommend adding Surfside Ads as part of onboarding or later.

OutputWhat it doesWhat it adds to your setup
Offsite Commerce MediaReach shoppers across the open internet using your retail data, and measure online and in-store results.Nothing beyond the three connections.Start here
Surfside AdsSponsored products, onsite ads, in-store ads, and personalized recommendations on your own channels.A product catalog, and placements on your site, app, or in-store screens.Recommended

You can start entirely offsite. There’s no need to add ads or sponsored products to your website or apps. Surfside Ads uses the same connections, so you can add it during onboarding or at any point after launch without starting over.

How onboarding works​

  1. Tell us what you use. Share your website address and app names, POS and CRM or loyalty platform names, and the stores you want to include.
  2. Help us get connected. We’ll explain exactly what access is needed and help you obtain it. This may include an introduction to your website or app provider or authorizing a connection to your store systems.
  3. Review your launch with us. We’ll check the connections, explain what you can measure, and walk you through the first campaign.

The onboarding process page describes each phase, who does what, and what affects timing.

What we connect​

ConnectionWhat it helps you doGuide
Website and appsUnderstand shopping activity and measure online purchases.Connect your website and apps
Point of saleUse store purchase data for audiences and sales measurement.Connect your point of sale
CRM or loyaltyReach relevant groups of customers using your existing customer relationships.Connect your CRM or loyalty platform

Each connection adds to what you can do. You can launch with the connections you have and add the others later.

Already using Surfside?

If your website or app already has Surfside’s digital SDK, or you already have a POS or CRM source in the platform, tell your representative. We reuse what’s in place and add only what’s missing.

To begin​

Send your platform names and participating stores to your Surfside representative, and let us know whether you’d like to include Surfside Ads. We’ll take you through the next steps.

What’s next