Article Contents
Introduction
You can now connect your SmartTab POS to WISK directly through its API to import your sales data.
Previously your sales could only be imported through a daily sales email. See:
The direct connection improves on the email integration the following ways:
Sales arrive throughout the day. WISK checks SmartTab several times a day instead of waiting for one report.
Nothing to schedule or tag. There is no report to set up, and nothing breaks when a report format changes.
Revenue centers. If your venue uses them, each sale is tagged with its revenue center and you can choose which ones to import.
Enabling SmartTab and Setting up the Integration
To connect via the API, you need an active SmartTab account and a WISK venue.
In SmartTab, open the integrations marketplace and enable the WISK integration for your venue
SmartTab emails an activation token to WISK support. The token works once and expires after a few days, so enable the integration when you are ready to connect
Tell WISK support your venue name and how you want modifiers handled (see below), so we can match the token to the right WISK venue.
We connect your venue and start the first import. Your POS items are created from your SmartTab menu. Sales from the past 180 days are imported into your account
If your token expires before we use it, enable the integration again in SmartTab and let us know.
Customizing your Sales Data / POS Items
During the integration setup or after it's complete, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Note: These options can be changed at any time. Any changes apply moving forward unless you choose to reimport your sales data from a specific date.
We recommend after connecting your POS and selecting some settings to see how the POS Items appear in your account. If you need to customize them further, it's best to do that before you proceed with mapping POS Items.
Include all POS Items even if not sold - By default, WISK only imports menu items with sales. If you create a new menu item in your POS, it won’t appear as a POS Item in your account until it is sold. If you check this box, it will appear as a POS Item before it is sold, and can be mapped. Since it imports everything, this can create a large number of POS Items
Include modifiers - When checked, this imports modifiers that alter the selling price of the item (typically an upcharge). These modifiers are appended to the POS Item.
Import Modifiers as Separate POS Items - When checked, modifiers appear as separate POS Items instead of being appended to the main POS Item. This reduces the amount of mapping required because you just need to map the modifier once instead of mapping every single combination the main POS Item can be sold with. Depending on how you use modifiers, some may lose context without the base item (for example, Double) and can’t be mapped properly
Include modifiers with a price of 0 - When checked, this imports modifiers that do not alter the price of the item. These could be customization options such as what toppings to include. These modifiers are also appended to the POS Item unless the option to import separately is toggled on.
Free-text notes that servers type onto a check are not imported as modifiers, so they no longer create one-off POS items.
Revenue Centers
If your venue uses revenue centers, you can choose which ones to import, and each sale is tagged with its revenue center. Leave the selection empty to import the venue as a whole.
Reimporting Sales Data
After making changes to your modifiers or revenue centers they apply to any sales data imported from that point forward.
When you save the changes, you can apply them to the past by reimporting your sales data. You'll see the following prompt after clicking "Save".
When you click "Yes" you can choose if you want to reimport sales from a completed inventory or a specific day to the present.
For more information about reimporting sales, see:
Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory. If you have no locked inventories, you can reimport up to the maximum number of days allowed for the specific POS