Tally is Phaedon's enterprise loyalty platform, handling the full member lifecycle from enrollment through earning, redemption, and tier progression. Clients configure Tally to match their program's structure: point currencies, earning rules, tier thresholds, reward catalogs, and promotional mechanics. Tally processes those rules in real time as transactions flow in.

The Tally Platform API connects your full loyalty stack through a single integration point. Point-of-sale systems, web and mobile apps, partner platforms, and internal tools all use the same API to enroll members, post transactions, check balances, issue rewards, and trigger outbound notifications. The API follows REST conventions and returns JSON.

Tally powers complex loyalty programs for leading brands and gives you the infrastructure to run your program the way you designed it.

If you are a current Tally client, and administer the loyalty platform or manage member accounts, see 

To learn more about Phaedon and the Tally platform, visit 

Integrate with the Tally loyalty platform API. Covers authentication, member management, earning, redemption, coupons, and more.

Welcome to Tally Developer Documentation

Member-level data element tracked in a member's profile identifying how a member enrolled in the program (such as Call Center, Migrated, Website, or other custom-configured sources). 

Enrollment_Source

Optional identifiers configured in Rules that capture and track member details when they first join the Tally system.

Enrollment_Code

Types of loyalty points or rewards that members can earn (e.g., points, miles). Points are the default currency type in Tally.

Currency

The process of earning and adding loyalty points to a member's account based on qualifying activities.

Accrual

Granular permissions that control system access and data management in Tally.  

entitlement

API Authentication

Tally Developer Documentation

Setup the Tally Platform API via Postman

Find Members / Verify Member

Enroll Member

Get Member Profile

Update Member Profile

Partial Update Member Profile

Register for promotion using one-click encrypted tokens.

Evaluate Bonus Eligibility

member

Get Member Addresses

Create Member Address

Get Member Address

Update Member Address

Delete Member Address

member-address

Get Member Aliases

Create Member Alias

Get Member Alias

Update Member Alias

Delete Member Alias

member-alias

Get Member Coupons

Get Member Coupon By Coupon Code

Cancel member coupon

Transfer Coupon

Post Coupon Use

Cancel coupon use(s)

Edit Coupon Use

Return Coupon Use

member-coupon

Get Member Currencies

Adjust member currency

Get member currency buckets

member-currency

Get Member Emails

Create Member Email

Get Member Email

Update Member Email

Delete Member Email

member-email

Post a member event

Get event types

member-event

Get member's lists

Add to member list

Remove from member list

Find member lists

member-list

Get Member Payment Card Accounts

Create Member Payment Card Account

Get Member Payment Card Account

Update Member Payment Card Account

Delete Member Payment Card Account

member-payment-card-account

Get Member Phone Numbers

Create Member Phone Number

Get Member Phone

Update Member Phone

Delete Member Phone

member-phone

Merge Members

Query Member Merge Status

member-merge

Get Member Preferences

Create Member Preference

Get Member Preference

Update Member Preference

Delete Member Preference

member-preference

Get Member Promotions

Register member for promotion

Get Member Promotion By Member Promotion Id

member-promotion

Get Member Redemptions

Create Member Redemption

Get Member Redemption By Member Redemption Id

Patch Member Redemption

Modify Member Redemption

Cancel Member Redemption

Get Member Redemption By Reference Id

Get Member Redemption Aggregates

member-redemption

Get Member Tiers

Update Member Tier

Rollover Member

member-tier

Post Earning

Post Transaction Group for Earnings Processing

Get Member Transactions

Get Member Transaction

Edit Member Transaction

Cancel Member Transaction

Cancel Member Transaction (POST)

Clone Member Transaction

Cancel Member Transaction By Reference Id

Get Member Transaction By Reference Id

Get Member Transaction Groups

Get Member Transaction Group By Transaction Group Id

Cancel Member Transaction Group By Transaction Group Id

Cancel Member Transaction Group By Transaction Group Id (POST)

Get Member Transaction Aggregates

Retrieve member transaction data, aggregated and grouped by year.

Post Transaction for Earnings Processing

Get Available Manual Bonus Rules

Post Member Bonus

member-transaction

Ping Service

ping

Get Promotions

Generate one click promotion token

Search ProBonuses

promotion

Get Tiers Information

tier

Get Redemption Items

Find Redemption Rules

Create Redemption Rule

Replace Redemption Rule

Update Redemption Rule

Delete Redemption Rule

redemption

Search Bonus Rules

Create Bonus Rule

Get Bonus Rule

Update Bonus Rule

Update Live Bonus Rule

Delete Bonus Rule

bonus-rule

Search Promotion Rules

Create Promotion Rule

Get Promotion Rule

Update Promotion Rule

Update Live Promotion Rule

Delete Promotion Rule

promotion-rule

Find Redemption Rewards

reward

Get Smart Groups

Create Smart Group

Get Smart Group

Get Smart Group Details

Add Smart Group Detail Record

Get Smart Group Detail Information

Delete (remove) Smart Group Detail record

smart-group

Transfer Points

member-transfer-points

Get Member Comments

Get Member Comments / Call Logs

Create a member comment / call log

Get the comment associated with given commentId

Update Member Comments

Update Status for Member Comments

Retrieve member comments

Create member comments for multiple members

Lock call log

Unlock call log

member-comment

Get Member badges

Create Member badge

Delete Member Badge

member-badge

Get Compensation by Coupon Code

Get Compensation by Coupon Code or Confirmation Number

Add Compensation Nights

Edit Compensation Nights

coupon-compensation

Get Referrals

Create a new referral for a member

Find Referral Codes

Find referral code details

Finds Referrer

member-referral

Get Background task

background-task

Find Async Tasks

Get Async Task

Retry Async Task

Find Async Task Batches

Submit multiple async operations

Get Async Task Batch

Find Async Task Batch Types

async-task

Tally Platform API