---
title: "Pull Sales Data from Touchpoint for Credit Card Verification"
sidebarTitle: "Touchpoint sales export"
description: "Log in to Touchpoint with a phone token, navigate to the weekly sales report, and pull the credit and credit refund amounts for the CCV spreadsheet."
icon: "mobile-screen"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

This guide pulls the daily credit and credit refund figures Touchpoint clients need for the weekly credit card verification.

<Info>
  **Source:** `General Accounting/02 - Cash and Credit Card/Touchpoint CCV Instructions.docx`. Related SOP: [Credit card and cash deposit verification](/internal/sops/accounting/general/credit-card-deposit-verification).
</Info>

## Procedure

<Steps>
  <Step title="Log in with a phone token">
    Go to [c1.tchpt.com/admin/login_with_mobile](https://c1.tchpt.com/admin/login_with_mobile).

    1. Enter the phone number associated with the account.
    2. Click **Continue**.
    3. Click **Having Trouble? Click to get token in Call** to initiate the call.

    <Frame caption="The Touchpoint mobile login and token request">
      <img src="/images/accounting/touchpoint-ccv-instructions/image2.png" alt="Touchpoint mobile login screen with token option" />
    </Frame>

    <Note>
      Touchpoint delivers the token by **phone call**, not text. Be somewhere you can take the call before starting.
    </Note>
  </Step>

  <Step title="Select the location and open the sales report">
    The location list appears — pick the location you're working on.

    Then on the left-hand side, select **Reports & Stats**, and pick **Sales**.

    <Frame caption="Reports & Stats → Sales">
      <img src="/images/accounting/touchpoint-ccv-instructions/image3.png" alt="Touchpoint reports and stats sales navigation" />
    </Frame>
  </Step>

  <Step title="Pull the credit amounts for each day">
    Sales appear a week at a time. Click **previous** to see prior weeks.

    Grab these two amounts for each day:

    | Touchpoint figure | Goes in |
    |---|---|
    | **Credit** | Column C on the CCV spreadsheet |
    | **Credit Refunds** | Column D on the CCV spreadsheet |

    <Frame caption="The weekly sales view showing credit and credit refund amounts">
      <img src="/images/accounting/touchpoint-ccv-instructions/image4.png" alt="Touchpoint weekly sales report with credit amounts" />
    </Frame>

    **Expected outcome:** columns C and D of the CCV spreadsheet are populated for every day in the verification week, ready to match against bank deposits.
  </Step>
</Steps>

## Related

- [Credit card and cash deposit verification](/internal/sops/accounting/general/credit-card-deposit-verification) — the SOP this export feeds, including variance thresholds and escalation
- [Export tender data from CTUIT](/internal/how-to/accounting/ctuit-ccv-export) — the equivalent for CTUIT clients