Connect your accounts
Authorize each POS account. Every new connection starts import-only, with deletes ignored.
Connect distinct Kounta accounts. Connecting the same account twice does not create a second customer directory.
Customer sync pairing
Kounta to Kounta customer sync
Share customer names, emails and phone numbers between distinct Kounta accounts. Review required customer information and unsupported remote deletes.
What syncs
Keep shared customer details up to date.
Sync direction depends on your account settings. Choose which account supplies customer details and which accounts can receive changes.
- Initial customer import from each connected account.
- Customer creation and updates after you enable writes and go live.
- Shared first and last names, email addresses and phone numbers.
- Customer matching with uncertain identities left for review. Phone matching uses a country only when it is clear.
- Sync status, issues needing attention and customer change history.
- Pause controls when you need to stop sync.
Setup and controls
Review before you enable writes.
Review the import
Check imported customers, matching and issues. Review uncertain identities before sending changes.
Choose account settings
Choose which account supplies shared details, enable writes only where needed and select delete handling for each account.
Confirm and monitor
Review settings and connection costs before Go-live. Then follow sync status and customer history, or pause sync when needed.
Pairing limits
Know what your accounts can receive.
Kounta creates and updates
Kounta can receive customer creates and updates when writes are enabled. New Kounta customers require a first name and at least one email address, phone number or mobile number.
Kounta deletes need review
Kounta cannot receive customer deletes through its supported interface. If you request delete propagation to Kounta, POS-Sync leaves the remote record in place and flags the affected customer for review.
Shared fields, with provider limits
Shared names, email addresses and phone numbers follow the receiving provider's requirements. Additional customer fields depend on each provider's read and write support. Supported provider-specific fields can be copied and overwrite destination values, including between accounts using the same provider. Review imported details and account settings before enabling writes.
Customer sync scope
Catalog, inventory, orders and payments are outside this customer sync workflow. Customer groups and loyalty data are not promised across this pairing.
Explore the connected providers.
More customer sync pairings
- Square to Square customer sync
- Square to Lightspeed Retail X-Series customer sync
- Square to Kounta customer sync
- Lightspeed Retail X-Series to Lightspeed Retail X-Series customer sync
- Lightspeed Retail X-Series to Kounta customer sync