Credit Card Swipe to Customer Select

Thanks again, Q!

I removed, saved, added then saved the action to/from the rule, but I still wasn’t able to get the new Customer entity to create without also blanking out the Update Null Entity setting for the CCS Select Entity from CC Scan Action.

After digging around to try to figure out why it wouldn’t create, I found this screenshot from your reply to a different question which gave me the idea to try that out.

Thanks again!

I’ll keep updating this thread with tweaks to the parsing script should I encounter different CC name formats. For now, this will be a great help to us! Can’t thank you enough, Q!

For others thinking about using this type of setup. Keep in mind that customers often use different cards and thus may have different name formats therein resulting in one real customer having multiple customer entities. It’s really not that important as the positives of this type of setup outweigh the negatives of not unifying all the customer data appropriately, at least for us.

Once we start a loyalty program, however, we’ll have to try to figure it out. We may simply assign them their own magnetic cards that we can swipe or QR codes that we can read from their phone to get their customer assigned properly. Just some quick ideas.

Cheers!