You can now export your customer information from the Omni Virtual Terminal.
With this feature, you can easily optimize your marketing efforts by exporting your customers’ information that is captured during every sale and importing it into a CRM such as Hubspot, Salesforce, Mailchimp, and more.
How do you get the most out of this feature?
When processing your payments in the Omni Virtual Terminal, enter the customer’s first and last name, their email address and any additional information that you would like to have on file, i.e. address, company name, etc.
Once you are ready to send this information to your marketing CRM, navigate to the customer list in Omni, select Export and your information will export into a .csv file.
Next, navigate to your CRM and import the customer information. You now have a full profile of customers ready to receive information from you regarding promotions, sales, and more.
For any additional questions, please feel free to call our support team at 855-550-3288 ext. 1002