Webhooks and Event Notifications
Learn how to register webhooks and which events ReceiptRoller sends notifications for.
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.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
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.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
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.
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.
Connecting LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.
Comment Management and Sentiment Analysis
Manage comments on your social posts across channels in one place, with AI sentiment analysis that classifies each comment as positive, neutral, a question, a complaint, or a PR risk. Helps you catch missed replies and potential PR issues early.
Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.
Setting selling rules
The settings and defaults in "Selling rules", where you decide for the whole business account how much outside advertising you accept, when, and at what price.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
Product Placement Management
Explains how to create and distribute shelf layouts (planograms). Covers designing shelves with drag and drop, and how to create templates for rolling out to multiple stores at once.
EC Integration Overview
An overview of ReceiptRoller's EC integrations. Explains the three pillars — B2B EC, external EC platform integration, and product feeds — and how to choose between them.
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
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.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
Editing the Booking Page
How to edit the welcome message, cancellation policy and notes shown on your customer-facing booking page, where each one appears, and what to write to cut down on questions.