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 x ReceiptRoller — Digital Receipts, Customer Management, and Sales Analysis in One App
Learn how ReceiptRoller Link connects with Smaregi checkouts to unify automatic digital receipt issuance, member management, sales analysis with AI advice, Apple/Google Wallet membership cards, SNS integration, and flyer distribution. Install "ReceiptRoller Link" from the Smaregi App Marketplace to get started today with no complicated API setup required.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
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.
Post Calendar and Optimal Posting Times
Explains how to check scheduled posts on the post calendar and schedule posts using AI insight recommendations for optimal posting times.
Smaregi Integration — Overview and Getting Started
A first-stop overview of the Smaregi integration: what it does, what you need before you start, a 3-step setup summary, and links to detailed articles.
Unified Distribution Across App, LINE, and Email
Learn how ReceiptRoller's push notification distribution stack unifies app notifications, LINE notifications, and email notifications from a single management screen, automatically picking the best channel per customer. Covers channel priority, distribution segments, sending steps, reports, and guidelines.
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.
Specifying Distribution Segments
Learn how to target notifications with customer segments instead of sending to everyone at once. Covers available filter conditions, combining conditions with AND/OR, previewing recipient counts before sending, and common segment examples.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
Creative Upload and Approval Flow
The workflow from creative upload to approval. Manages status transitions from Draft to Pending to Approved/Rejected, and tracks change history through the approval log.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Creating 1-on-1 and Group Threads
Explains how to create 1-on-1 messages and group threads for staff-to-staff communication, including adding/removing participants, editing and deleting messages, and archiving threads.
What Is B2B EC
An overview of ReceiptRoller's B2B EC platform. Covers wholesale/buyer-facing catalogs, order processing, and PIM/OMS/WMS integration.
Connecting LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.
Where to Find the API Reference
The list of API endpoints and sample request/response formats are published in the Developer Help.
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.
What Is the Creative Library
The Creative Library is a feature for centrally managing assets such as images, videos, and text. It supports folder organization, an approval workflow, and access from other areas, letting you reuse approved assets across SNS posts and ads.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
Connecting with LinkedIn Business
Explains how to connect a LinkedIn Company Page with ReceiptRoller, and the administrator permissions required.