If you’re setting up your Cents account and want to get started quickly, our team can handle the upload of your core business data for you — including your products and services, team members, customers, and offline machines. Just email all relevant information to [email protected].
What We’ll Upload for You and the Info We’ll Need
Products & Services
Download Template here
To accurately set up your products & services menu, we need the following for each item:
Name of the product or service
Pricing type: per pound, fixed price, a modifier, or a product
Price
Whether the item is taxable
Team Members
Download Template here
We'll help get your staff added to the system. Please provide:
First Name
Last Name
Employee Code (Can be any unique 4-digit number easy for your employee to remember)
Email (Can be a placeholder/fake if the team member doesn’t use email)
Phone Number (Optional for staff members, except drivers)
Access Level: Employee, Manager, Admin, or Driver
Employee: Has access to the in-store Cents POS app to process orders and handle daily store operations.
Driver: Has access to the Cents Driver App to manage pickups and deliveries.
Manager: Can manage orders, customers, machines, and view the Dashboard and reports — but cannot access account settings.
Admin: Has full access, including everything a Manager can do, plus the ability to manage account settings and team permissions.
Customers
Download Template here
We can upload a customer list with the following details:
firstName (Required)
lastName (Required)
phoneNumber (Required)
email (Optional)
address1 (Optional)
address2 (Optional)
city (Optional)
state (Optional)
postalCode (Optional)
preferences (Optional)
preferencesNotes (Optional)
credits (Optional)
stripeCustomerId (Optional)
optedInMarketingSms (Optional)
paymentMethodToken (Optional)
paymentMethodType (Optional)
Offline Machines
Download Template here
If you’re tracking machines that aren’t integrated directly with Cents, we can still get them added. Please send:
Type: Washer or Dryer
Model Name
Capacity
Machine Number
Base Price