Square Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Square Payment 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, OAuth token auto-refresh, and idempotency and timezone handling.
Smaregi POS Integration Setup
Steps to set up the POS integration between Smaregi and ReceiptRoller. Install "ReceiptRoller Link" from the Smaregi App Market, log in with your Smaregi account, then select a store and terminal (register) from the "Connect with Smaregi" button on the POS settings screen to complete the connection. Also explains how to sync transaction data after connecting and how to handle multiple stores and terminals.
Connecting SNS Accounts
A comprehensive guide to connecting SNS channels (X, Meta, Instagram, LINE, TikTok, YouTube, Google Business Profile, LinkedIn, Pinterest) with ReceiptRoller. See the individual articles for platform-specific steps.
Receipt Handling for Refunds and Cancellations
Explains how e-receipts are handled when a customer requests a refund after checkout, or a mis-entered sale is voided. Covers what customers see and how staff should operate.
Connecting Google Business Profile
How to connect Google Business Profile. Linking your Google account enables automatic store information sync, review management, insight viewing, and Local Post publishing.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
Product Category Management
How to set up product categories. Explains the category field on the product form, hierarchical notation (Food | Beverages | Tea), bulk CSV updates, and naming conventions, with screenshots.
Customer Data Management
Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
Role Types and Overview
Explains ReceiptRoller's business account roles (Owner, Store Manager, POS Manager, Campaign Manager, SNS Manager, Product Manager, Inventory Manager, Accounting, Staff) and their overview.
What Is ReceiptRoller — An Integrated DX Platform for Retail
ReceiptRoller is an integrated DX platform that unifies digital receipts, CRM, PIM, retail media, SNS management, shelf analytics, and e-commerce integration — everything retail businesses need — into one platform.
Creating a Check-in Campaign
The first step for the store check-in feature. Walks through creating a campaign and displaying its QR code at your store.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Creating and Running Surveys
With ReceiptRoller's survey feature, customers can respond via QR code or a digital receipt, and you can check response counts and satisfaction scores (NPS) right away. You can also automatically issue a coupon when a response is completed.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.