Matching Smaregi and Square Sales to Customers
When you connect Smaregi or Square, your register's sales are brought into ReceiptRoller. When ReceiptRoller can tell which customer a sale belongs to, it is added to that customer's purchase history and visit count. This article explains how sales are matched to customers, and how member information is handled.
Member information is not synced
Member and customer information (names, contact details, member numbers, membership ranks and so on) is not synced between ReceiptRoller and your POS.
- Customers you register in ReceiptRoller are not added to Smaregi or Square
- Members and customers you register in Smaregi or Square are not brought into ReceiptRoller's customer list
- ReceiptRoller member numbers are not sent to your POS, and your POS's member numbers are not brought into ReceiptRoller
Manage customer information in each system separately.
How sales are matched to customers
When a Smaregi or Square sale has a customer attached (a Smaregi member or a Square customer), ReceiptRoller identifies the customer as follows.
- When a customer claims the receipt for that sale in ReceiptRoller and chooses "Receive automatically next time", the customer on your POS is linked to their ReceiptRoller account
- From then on, when a sale arrives with the same POS customer, ReceiptRoller looks in your customer list for the email address of the linked account
- If exactly one customer in your list has that email address, the sale is treated as theirs
Sales with no customer attached on the POS, and sales where no matching customer is found, are still brought in as usual, just without a customer.
What a matched sale gives you
- It appears under "Purchase history" on the customer's detail page in your customer list (for customers who have a member number)
- It updates the customer's visit count, total spent and last visit date
- If you have set conditions for membership ranks, it counts toward the customer's rank
- Customers who chose "Receive automatically next time" get their receipts automatically
When a sale isn't matched
- Is a customer attached on the POS? A sale where no member or customer was selected at checkout in Smaregi or Square can't be matched
- Has the customer chosen "Receive automatically next time"? A customer who has never claimed a receipt, or didn't choose automatic receipts, isn't linked
- Is the email address the same? If the email address in your customer list differs from the one on the customer's ReceiptRoller account, they can't be found
- Do several customers share the email address? If more than one customer has it, ReceiptRoller can't tell whose sale it is, so it isn't matched
Supported POS systems
- Smaregi
- Square
For connection steps, see "Square POS Connection Steps" and "Smaregi Connection Steps" below.
Related help
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Staff Sync via Square IntegrationExplains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
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Smaregi Transaction Data and Receipt Roller Transaction Data MappingA technical explanation of how transaction data fetched from the Smaregi Platform API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, timezone handling, and idempotency.
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Purchase History by Customer (POS Integration)Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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Square Customer Data and Receipt Roller Customer Data MappingExplains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
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Square Staff Data and Receipt Roller Staff Data MappingExplains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.