Export Epos Now tender types

Export Epos Now tender types

tenders Available
This is a blank template where you can add filters and actions as needed to build you own custom flow. We have a large selection of filters and actions that can be applied in any sequence you like.

This template gives you a good starting point and you can customise it as needed.

When this happens…
Run automatically or manually

You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.

Trigger
Get the data …
Fetch the tender types

The flow will fetch all tender types from your Epos Now account ready for filtering

Fetch
Apply filters…
Target the tender types that match your filters

You can specify which tender types this flow applies to. Add as many filters as you like.

See the customisations section later on this page for a full list of available filters.

Filter
Then do this…
Export the tender types

This is where you can specify what you want to export. Add as many actions as you like and you can even chain together actions for the same field, for example add 10 and then add 10%.

See the customisations section later on this page for a full list of available actions.

Action

Customisation

This template can be easily customised by changing the triggers, filters and columns that are exported to the CSV file
Learn more

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.

Scroll to Top