Managing Customer Data: Stay Organized and In Control
Paytia’s Customer Data Management feature helps your business to import, securely store, organize, and access customer information directly from the Paytia Agent Capture Assist user interface. With administrative management tools for importing, exporting, and editing records, you can keep everything up-to-date and ready for quick access. Customer data management allows businesses to use their own data live inside of the Paytia portal without needing to carry out any API integrations. Once imported users are able to quickly search and autofill the Agent Capture Assist transaction forms to speed up the process of form filling and reduce typing errors.
By centralizing and managing data efficiently, you can enhance customer interactions, share data across teams and improve overall team productivity.
With Paytia’s Customer Data Management, you’ll simplify your workflows, protect sensitive information, and provide a smoother experience for both your team and your customers. It’s an essential tool for organized and secure operations.
Why Choose Paytia for Customer Data Management?
Paytia’s platform offers a seamless solution for managing customer records with features like encryption, autofill capabilities, and advanced import/export tools, enabling efficient operations and compliance with data protection standards.
Auto-Fill Customer Data
Enable autofill for contact details in Paytia’s Secure Virtual Terminal (SVT), allowing users to search for customers by name, company, postcode, or other values for faster transactions.
Import and Export Tools
Easily import and export customer data in Excel format, with options to filter records before export for precise data management.
Seamless Integration
Advanced Data Protection
Classify records as Personal Identity Information (PII) to trigger enhanced encryption and ensure compliance with strict data protection standards.
Batch Management
View, edit, and delete batches of data with ease, streamlining administrative processes and maintaining clean data records.
User-Friendly Dashboard
Customizable Form Fields
Manage captured fields by marking them as required or optional, ensuring your team collects the necessary data to operate efficiently.
Quick Search and Filtering
Utilize search filters to quickly locate and manage specific records, enhancing productivity and data accuracy.
Compliance and Security
Automatically store new customer records in the management database for future autofill, reducing repetitive data entry.
Access intuitive tools for editing, deleting, and managing customer data, ensuring a smooth user experience for administrators.
Leverage Paytia’s compliance-ready platform to protect sensitive customer data while meeting global data protection regulations.
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