42 results (Page 3 of 3)
2026-05-25 CRM Purchase History POS Integration Customer Analysis Receipt Member Number Privacy
Purchase History by Customer (POS Integration)

Learn how to review each customer's receipt-level purchase history from the CRM customer detail screen. Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.

2026-05-25 POS Integration Smaregi Square Member Information Sync Two-Way Sync Member Number CRM
Two-Way Member Information Sync with Smaregi/Square

Learn how ReceiptRoller's member information syncs bidirectionally with connected POS systems like Smaregi and Square. Covers which fields sync, sync timing, conflict priority rules, new customer matching, supported POS systems, and troubleshooting.

Categories
All 42 SNS Management 20 General 10 Roles & Permissions 4 Digital Receipts 2 Account & Extensions 1 Flyers 1 Reservation Management 1 Sales Analysis 1 Staff Management 1 Technical Details 1
Tags
SNS (19) Account Connection (9) OAuth (8) POS Integration (8) Apple Wallet (6) Google Wallet (6) AI (5) Member Number (5) Permissions (5) Roles (5)