We are now ready to link Incentivio to your Toast POS System. In order to accomplish that we need you to perform the two tasks listed below; so before Incentivio can begin building out any new locations, it is first necessary to add the Incentivio Integration and grant access to the backend in Toast. This guide will provide a walkthrough of the steps necessary to complete both of these steps.
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Adding the Incentivio Integration in Toast
Enabling the Incentivio integration in Toast is necessary to ensure the connection between both systems, including for pulling in menus, allowing orders to flow from Incentivio to Toast, and for loyalty and gift card functionality.
- Navigate to toasttab.com and log into your account.
- Scroll down to Integrations and select My Integrations.
- Select Add More Integrations.
*Please note: If this is the first integration you are adding in Toast, there is a monthly fee (charged by Toast) that must be accepted before you can add any integrations. There will be a prompt on the My Integrations screen to do so, if needed. - Using the search bar, find the Incentivio integration and select Add Now.
- No Group ID or Location ID is needed, so continue past this page to complete adding the integration.
- Incentivio will receive an email to confirm the addition of this integration, which will provide us with necessary information that is required to set up a location.
Granting Incentivio Access to the Toast Portal
Adding Incentivio's team as an employee in Toast ensures that our team can gather the necessary credentials from Toast to ensure both systems are integrated successfully, as well as have continued visibility to troubleshoot issues proactively and ensure minimal interruption to guests when issues arise. Depending upon the menu structure you use in Toast will determine which steps you need to take. If you are NOT using Toast's Master Menu Management simply follow the first set of steps. You will know if you are using Toast's Master Menu setup if you have the ability to target locations and owners in them menu.
- On the right-hand menu, select Employees.
- Select Employees on the next screen.
- Select Add New Employee.
If you are using Toast Payroll, you may see a popup regarding adding this employee to this system. This is not necessary - select Add on Toast POS.
- Enter the following information and click Add:
First Name: Incentivio
Last Name: Team
Email: integrations@incentivio.com
- Once added, find this employee in the list and click the pencil icon to edit this user's permissions.
- ** NOTE ** YOU will not see a top level group if you are not using Toast's Master Menu Management. You will only see your locations. If you ONLY see your locations then you will need to perform step 8 for each location.
- If you are using Toast MMM product you will see the top level group that was setup when you created your groupings in Toast. Click that group to assign permissions.
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Scroll down to the Permissions drop down box and find the group your stores are listed under and click it. You must set permissions at the group level then all locations you assign us to under that group will inherit those permissions, meaning you wont have to assign permissions store by store. Find that group in the list and click on it to open the Permissions section selector boxes. For each major category click the override button and then the allow box and that will assign permissions to all items under that category. The groups we need at a minimum are 1. POS Access, 2. Delivery Access, 3. Manager, 4. Restaurant Admin, 6 Web Setup
- Under Jobs and Permissions, ensure that this user has full access to all areas of the Toast POS.