Prerequisites:
To integrate customer data across companies, the following conditions must be met:
1. The superior company creates a custom/third-party app using the “Partner Space” feature in WeCom, and the subordinate company grants the permission for “Contact Customers”.
2. Customers must meet the following conditions:
(1) The shopping guide of the subordinate company added the customer’s WeChat account a.
(2) The shopping guide of the superior company added the customer’s WeChat account a, or WeChat account a followed the Official Account of the superior company entity or opened its Mini Program (service provide entity also counts).
Note: The superior company refers to the company that created a partner space, and subordinate companies refer to those that joined the partner space.
I. Integrate customer data of the superior company’s WeCom and Official Account/Mini Program
Integrate by the superior company (for custom apps)
1. The superior company links WeChat Developer’s ID in “Contact Customers” in the Admin Console.
2. The superior company records a customer’s unionid when the customer follows its Official Account (superior company entity) or uses its Mini Program (superior company entity).
3. The superior company converts external_userid of the WeChat customer added in the superior company’s WeCom to unionid via the API provided by WeCom.
Refer to: API Documentation
4. Match the unionid in 2 and 3 to integrate data.
Integrate by a service provider (for third-party apps/custom apps developed by a service provider)
1. The service provider records a customer’s unionid when the customer follows its Official Account (service provider entity or superior company entity) or uses its Mini Program (service provider entity or superior company entity).
2. The service provider converts unionid to external_userid via the API provided by WeCom.
(1) Refer to: API Documentation
(2) Only one unionid can be converted at a time, and the API can be called 10,000 times per hour.
(3) The external_userid list of all companies that have installed this app is returned when the service provider calls the API.
3. The superior company’s WeCom installs a third-party app of the service provider to obtain the external_userid of the WeChat customer added in the superior company’s WeCom.
4. Match the external_userid in 2 and 3 to integrate data.
II. Integrate customer data of a subordinate company’s WeCom and the superior company’s Official Account/Mini Program
Integrate by the superior company (for custom apps)
Prerequisites:
The customer added in a subordinate company’s WeCom followed the Official Account (superior company entity) or used the Mini Program (superior company entity).
Steps:
1. The superior company records a customer’s unionid when the customer follows its Official Account (superior company entity) or uses its Mini Program (superior company entity).
2. The superior company shares a custom app with subordinate companies in the partner space.
(1) Configure the permission to contact customers for a custom app (authorization by the super admin is required)
3. The superior company converts unionid to external_userid via the API provided by WeCom.
(1) Refer to: API Documentation
(2) Call the API with the superior company’s access_token.
(3) The external_userid list of all subordinate companies that have installed this shared app is returned when the service provider calls the API.
(4) Only one unionid can be converted at a time, and the API can be called 10,000 times per hour.
Integrate by a service provider (for third-party apps/custom apps developed by a service provider)
Prerequisites:
The customer added in a subordinate company’s WeCom followed the Official Account (service provider entity or superior company entity) or used the Mini Program (service provider entity or superior company entity).
Steps:
1. The service provider records a customer’s unionid when the customer follows its Official Account (service provider entity or superior company entity) or uses its Mini Program (service provider entity or superior company entity).
2. The superior company shares a custom app with subordinate companies in the partner space. The app must have the permission to contact customers (authorization by the super admin or a member is supported).
3. The service provider converts unionid to external_userid A via the API provided by WeCom.
(1) Refer to: API Documentation
(2) Call the API with the service provider’s access_token
(3) The external_userid list of all companies that have installed this app is returned when the service provider calls the API.
(4) Only one unionid can be converted at a time, and the API can be called 10,000 times per hour.
III. Integrate customer data of the superior company’s WeCom and a subordinate company’s WeCom
Combine the content in I and II.
1. Connect to the superior company’s WeCom and Official Account/Mini Program
2. Connect to a subordinate company’s WeCom and Official Account/Mini Program
3. Integrate customer data of the superior company’s WeCom and a subordinate company’s WeCom with Official Account/Mini Program unionid.