Can I type in a Customer's Reference ID manually?

ccalderaro — Wed, 05 Sep 2018 15:24:26 GMT

We do not import our CRM data into Square, but we want to be able to reference our member's CRM ID in their order placed & paid for using Square. If we use the notes option it adds a line and does not pull that note onto each item purchased for that order.

Re: Can I type in a Customer's Reference ID manually?

Tom — Thu, 06 Sep 2018 18:11:01 GMT

👋Welcome to the seller community, @ccalderaro!

You can add your customer's Reference ID to their profile in the online Square Dashboard: Customers > Directory > select customer > Edit Customer > Reference ID > Save. You can then view their purchasing history from the Activity section on their profile.

If my answer solved your problem, would you mind marking it as Best Answer? That'll help the rest of the community find what they're looking for. If not, please write back with a little bit more information on where you need the Reference ID to show up (e.g. in the app or a particular report), and I'll continue to look into this. Thanks!

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Can I type in a Customer's Reference ID manually?

Re: Can I type in a Customer's Reference ID manually?