82 results
(Page 5 of 5)
2026-05-29
Square
Customer
Customer Directory
POS Integration
Data Mapping
Square Customer Data and Receipt Roller Customer Data Mapping
Explains 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.
2026-05-25
CRM
Purchase History
POS Integration
Customer Analysis
Receipt
Member Number
Privacy
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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