Tally is Phaedon's enterprise loyalty platform, powering complex loyalty programs for leading brands. The API covers the full program surface: member management, earning and redemption, campaigns, tiers, and coupons, with endpoints designed to connect loyalty data across your POS, CRM, mobile apps, and payment systems. That means one integration point for your full loyalty stack, with consistent data across every touchpoint.

You'll need API credentials from your Phaedon team before you begin. Reach out if you don't have them yet.

Set up the Tally Platform API via Postman

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.

Update Member's Enrollment Date

Evaluate Bonus Eligibility

member

Get Member Addresses

Create Member Address

Get Member Address

Update Member Address

Delete Member Address

member-address

Links individual member account to an another member account

Retrieve member accounts linked to another member

Unlink Member Linked account

member-linked-account

Get Member Aliases

Create Member Alias

Get Member Alias

Update Member Alias

Delete Member Alias

member-alias

Get Member Currencies

Adjust member currency

Get member currency buckets

member-currency

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

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

Get Member Transaction By Reference Id

Cancel Member Transaction By Reference Id

Cancel Member Transaction By Reference Id (POST)

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 Group By Transaction Group Reference Group Id

Cancel Member Transaction Group By Transaction Group Reference Id

Cancel Member Transaction Group By Transaction Group Reference 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

Get Member Emails

Create Member Email

Get Member Email

Update Member Email

Delete Member Email

member-email

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

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

Transfer Points

member-transfer-points

Get Member Comments

Create a member comment

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

Create Referral Code

member-referral-code

Post a member event

Get event types

member-event

Submit Contact Us Inquiry

support

Get All Custom Data Metadata

Get Custom Data Metadata by ID

Gets Custom Data Detail Items

Create records under individual Ace Values

Get Custom Data Detail Item by ID

Update records under individual Ace values

Get Custom Data Detail Item by External Key

Update records under individual Ace values using externalKey

customData

Get data codes

Get data codes by code type

Gets data code by type and code

Update datacode by codeId

Gets all data code types

dataCodes

Create Data Code

data-codes

Create Event Rule

Find Event Rules

Update event rule

Patch event rule

Retrieve event rule

Delete event rule

event-rule

Find expression builder configuration

expressions

Retrieve managed entity options.

managed-entity

Find segments

Create segment

Get segment

Update segment

Delete segment

segment

Ping Service

ping

Get Preferences

preference

Create Content

content

Tally Platform API