Exporting Customers from Trident 1 POS

Standard customer-list import.

Published May 25, 2026 Updated Jun 04, 2026 1 views
Trident 1 POS
Note: This system does not publish a public help center. The steps below are based on typical patterns for similar systems. Your Orchid implementation consultant will confirm the exact menu paths for your version.

Trident 1 is a cloud-based firearms-industry POS, integrated tightly with FastBound for A&D. Public docs are limited; most training material is behind a customer login at trident1pos.com/training. Vendor support phone: (661) 384-7070.

What Orchid Does With This File

Standard customer-list import.

Before You Start

  • Trident 1 does not publish a public help center. The menu path below is the typical pattern; your consultant has the confirmed path.

Step-by-Step Instructions

  1. Sign in to Trident 1 POS.
  2. Navigate to Customers (or Reports > Customers).
  3. Locate a Customer List report.
  4. Run the report.
  5. Export to Excel (.xlsx) or CSV.
  6. If the export option isn't available, call Trident 1 support at (661) 384-7070.

Expected File Format

Excel (.xlsx) or CSV

Expected Columns

  • TODO: confirm. Expected: Customer ID, First Name, Last Name, Address, City, State, Zip, Phone, Email, Loyalty info, Notes.

Watch Out For

  • TODO/CONFIRM: exact menu path with Trident 1 support.

This file may contain sensitive information (customer addresses, pricing, costs). Send it to Orchid using the secure upload link your consultant provided. Do not email exports as unencrypted attachments.

Questions about this export? Reach out to your Orchid implementation consultant, or email implementations@joinorchid.com with the subject line "[Migration] [Your Store Name] - [Legacy System] [File Type] export."

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