Terminal Pairing CRM

Overview: 

Device-to-Terminal Pairing is the process of linking a physical payment device (such as a card terminal) to a specific account, terminal ID, or location within the system. This ensures that transactions processed on the device are correctly assigned to the right merchant account and recorded in the CRM. Proper pairing helps maintain accurate reporting, improves transaction tracking, and ensures secure and reliable payment processing.

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What Is Device-to-Terminal Pairing?

Device-to-terminal pairing connects a software device (like a phone, tablet, or computer) to a physical payment terminal, allowing you to control and process payments from that device.

This means you can:

• Initiate payments from your CRM
• Send payment requests to the terminal
• Complete transactions seamlessly

Instead of using the terminal alone, pairing allows:

Your CRM and payment hardware work together in real time

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Why Pairing Matters

Without pairing:

• You must operate terminals manually
• Payments are disconnected from CRM workflows
• Efficiency is reduced

With pairing:

• Payments can be initiated from your system
• Customer data is linked automatically
• Workflows become faster and smoother

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How Device-to-Terminal Pairing Works

Example Flow

1. Staff selects a customer in Deposyt
2. Enters payment amount
3. Sends a payment request to the terminal
4. Customer taps/swipes card
5. Payment is processed
6. The transaction is recorded in CRM

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Devices That Can Be Paired

You can pair terminals with:

• Desktop computers
• Tablets
• Mobile phones

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How to Pair a Device to a Terminal

1. Go to Settings → Payments → Terminals
2. Select your terminal
3. Click Pair Device
4. Enter pairing code or select device
5. Confirm connection
6. Test pairing

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What You Can Do After Pairing

Once paired, you can:

• Initiate payments from CRM
• Link payments to contacts instantly
• Track transactions in real time
• Trigger automations based on payments

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Deposyt Advantage

Deposyt pairing connects:

• CRM
• Payments
• Devices
• Terminals

This creates a system where:

Every in-person transaction is fully integrated into your business workflow

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High-Impact Strategies for Pairing

1. Pair Devices Used by Staff

Ensure:

• Each user has access to a paired device
• Payments can be initiated quickly

2. Use Pairing for Faster Checkout

• Enter the amount in CRM
• Send to terminal
• Complete payment

3. Link Every Transaction to a Contact

• Select the customer before sending the payment
• Keep records clean

4. Test Pairing Regularly

• Ensure the connection is stable
• Avoid issues during transactions

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Pro Strategy: Speed Up In-Person Sales

Pairing allows you to:

• Reduce transaction time
• Improve customer experience
• Increase efficiency

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Advanced Strategy

Combine pairing with:

• Automations
• Pipelines
• Reporting

Example:

• Payment processed → update pipeline
• Payment processed → send follow-up

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Common Issues to Watch For

• Device not connecting
• Incorrect pairing code
• Network issues
• Outdated software

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How to Troubleshoot Pairing

• Restart both devices
• Check network connection
• Re-enter pairing details
• Verify compatibility

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Common Mistakes to Avoid

• Not pairing devices
• Using terminals manually when pairing is available
• Not testing setup
• Ignoring connectivity issues

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Best Practices

• Pair all active devices
• Train staff on usage
• Monitor connection performance
• Keep systems updated

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Summary

Device-to-terminal pairing allows you to:

• Connect CRM with payment devices
• Process payments faster
• Improve tracking and automation
• Enhance customer experience

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Next Steps

Continue with:

• Virtual Terminal Explained
• Tap-to-Pay (NFC)
• Cash and Check Recording
• In-Person Receipts

These will help you fully optimize your in-person payment system inside Deposyt.