In this article, you will learn:
Activating The Toast Integration With Bizimply
To install the Toast integration in Bizimply, customers will need to have access to their own GUIDs. These code are generated by Toast.
In Toast
NB: Please check the Requirements tab, as customers must have "Restaurant Manager" in Toast to connect to Bizimply.
Login to Toast
Click the Integrations option on the left side of the screen
Find the Bizimply icon
Click 'Add Now'
Select and confirm the locations you want to integrate.
You will now have access to the GUIDs for these locations.
In Bizimply
NB: This process requires Bizimply Admin Access
Log in to Bizimply
Click your username on the top right and click on App Centre
Click on the Integration menu on the left hand side
Look for the Toast to Bizimply integration under Sales
Click Request
A member of the CS team will contact as soon as possible to confirm and activate the integration
The integration is active when the settings icon, a gear, appears in the Toast App on the integrations screen and the integration can now be turned on or off
Setting Up Your Toast Integration
Once the Toast account is authenticated, by following the steps above, it will redirect automatically to the Toast app Settings page:
Your Bizimply locations will be listed on the left side. Each Bizimply location needs to be paired with a Toast Restaurant GUID.
Paste each Restaurant GUID to the correct location. The page will save automatically.
NB: The relevant GUID codes will be provided by Toast.
If you would like to import previous sales, you can set for who long you would like to recall the data from Toast into your Revenue Centre:
The Recall task may take a while to finish running depending on the amount of data requested, but you can leave the page as it runs. An email notification will be delivered when the recall task is complete.
Please note: The Toast integration will take in Sales according to how you have set up your Revenue Centre i.e. 15 mins, hourly or daily, so make sure this has been activated and set up according to your business needs
How The Toast Integration Affects Revenue Centre
Now that your sales are being automatically added to Bizimply, they will be reflected in the Revenue Centre in a Revenue Stream.
These can be viewed by going to Settings - Revenue - Revenue Streams
Input fields will be blocked from manual editing and a tooltip has been added to communicate the sales are being added by Toast.
