Creating customer profiles automatically

SwipeSimple helps you build your customers list by automatically creating customer profiles and capturing key customer information following a transaction on the Virtual Terminal or mobile app. 

If a cardholder name is collected from your customer’s credit card and a matching customer profile does not exist, SwipeSimple will automatically generate a unique customer ID and create a customer profile. 

To associate stored credit cards with the customer, you can either add the cards at the point-of-sale, or manually add card details from the customer profile page. Please ensure that you have authorization from your customer before storing their credit cards. 

Future transactions made with that card will update the customer’s profile with new transaction details.

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