Export Epos Now transactions
This flow template gives you a good starting point and you can customise it as needed.
Send us an enquiry or book in a call, whatever suits you best.
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.
Fetch the transactions
The flow will fetch all transactions from your Epos Now account ready for filtering
Target the transactions that match your filters
You can specify which transactions this flow applies to. Works well with filters by location or location area.
See the customisations section later on this page for a full list of available filters.
Export the transactions
This is where you can specify what you want to export. Add as many columns as you like and you can even chain together actions for the same field.
See the customisations section later on this page for a full list of available actions.
Customisation
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.
Transactions AdjustStock
Transactions Barcode
Transactions Customer
Transactions DateTime
Transactions Device Name
Transactions DeviceId
Transactions DiscountReason
Transactions DiscountValue
Transactions EndDate (Filter)
Transactions Gratuity
Transactions Id
Transactions IsTransactionIncTax
Transactions NonDiscountable
Transactions NonTax
Transactions ReferenceCode
Transactions ServiceCharge
Transactions ServiceType
Transactions Staff
Transactions StartDate (Filter)
Transactions Status
Transactions Table
Transactions TotalAmount
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Type
Device Description
Device Id
Device Location
Device Name
Staff HourlyRate
Staff Id
Staff
Staff MainLocationId
Staff Name
Staff ReferenceCode
Staff RoleId
Staff ShowAtAllLocations
Height
Table ID
Table Name
PosX
PosY
Seating Area ID
Seats
Width
Transactions Tenders TenderTypeId
Transactions Tenders Amount
Transactions Tenders Type
Transactions Tenders ChangeGiven
Transactions Tenders IsCashback
Transactions Tenders PlatformFees
Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.
Transactions AdjustStock
Transactions ReferenceCode
Transactions IsTransactionIncTax
Transactions DiscountReason
Transactions NonTax
Transactions NonDiscountable
Transactions DiscountValue
Transactions Gratuity
Transactions ServiceCharge
Transactions TotalAmount
Transactions ServiceType
Transactions Barcode
Transactions Status
Transactions DateTime
Transactions Device Name
Transactions DeviceId
Transactions Table
Transactions Staff
Transactions Customer
Transactions Id