Redact customer data for expired customers
This template gives you a good starting point and you can customise it as needed.
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 customers
The flow will fetch all customers from your Epos Now account ready for filtering
Target the customers who match your filters
Filter so that this is only applied to customers for whom the expiry date has already passed
Redact the customer data
Redact the customer data fields. We have setup the standard fields to redact but you can add/remove fields as needed.
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.
Customer
Customer Address
Customer Address
Customer Address County
Customer Address County
Customer Address Customer Id
Customer Address Customer Id
Customer Address Id
Customer Address Id
Customer Address Is Main Address
Customer Address Is Main Address
Customer Address Line1
Customer Address Line1
Customer Address Line2
Customer Address Line2
Customer Address Name
Customer Address Name
Customer Address Post Code
Customer Address Post Code
Customer Address Town
Customer Address Town
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 Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Title Name
Customer Title Value
Customer Type
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Id
Customer Type Name
Location
Location Address Line 1
Location Address Line 2
Location Area
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
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.
Customer Address County
Customer Address Customer Id
Customer Address Is Main Address
Customer Address Line1
Customer Address Line2
Customer Address Name
Customer Address Post Code
Customer Address Town
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 Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Name
Location Address Line 1
Location Address Line 2
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town