How to Bulk-Register Store Data via CSV
An explanation of how to bulk-register and update store information using a CSV file. Use the template to efficiently migrate data across multiple stores.
Smaregi Staff Data and Receipt Roller Staff Data Mapping
Explains how Smaregi staff master data is converted into Receipt Roller's staff data (StaffDto), field by field. Covers the name-splitting logic for staffName, the staffCode to EmployeeNumber mapping, and how displayFlag controls skipping of hidden staff.
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.
Smaregi Transaction Data and Receipt Roller Transaction Data Mapping
A 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.
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.
Square Staff Data and Receipt Roller Staff Data Mapping
Explains 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.
Smaregi Customer Data and Receipt Roller Customer Data Mapping
Explains how Smaregi's customer master is converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the membership number, name, contact info, and date-of-birth correspondence, the priority between mobile and landline numbers, and webhook-based sync timing.
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.
Bulk Upload of Product Data
Steps for bulk registering and updating product data via CSV file. Explains templates, exporting existing data, updates by SKU, and import history, with screenshots.
Smaregi Product Data and Receipt Roller Product Data Mapping
Explains how Smaregi's product master is converted into Receipt Roller's product master (ProductDto), field by field. Covers the correspondence for product code, product name, category, price, and cost, along with quirks specific to Smaregi.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.
Customer Data Management
Centrally manage customer profiles, visit history, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Store Status Management
Explains how to check and change a store's operating status (Open, Temporarily Closed, Closed), and the impact a status change has on each feature.
Editing Store Information
Explains how to edit and update registered store information, such as the store name, address, and phone number.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
What Is a Product Feed
Overview of product feeds. Explains how product data registered in PIM is automatically generated into feeds for Google, Instagram, and TikTok.
What Is Shelf Analytics?
An overview of ReceiptRoller's Shelf Analytics. Unifies shelf planning, sales-floor sales efficiency, and out-of-stock detection by combining POS and PIM data to support sales floor optimization.
Managing Multiple Stores
An introduction to how to manage multiple stores with ReceiptRoller. Get the big picture while also running operations tailored to each individual store.