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How to Integrate ChargeSavvy POS

How to Integrate ChargeSavvy POS

How to export a sales report from ChargeSavvy and upload it to WISK

Nick Neale avatar
Written by Nick Neale
Updated over 2 weeks ago

Article Contents

Introduction

At this time, ChargeSavvy doesn't offer a direct integration or allow for an automated daily sales report email.

However, we’ve made it easy for you to upload your ChargeSavvy sales into WISK without having to copy and paste your data into our template.

To get your sales from ChargeSavvy into WISK, you’ll need to:

  1. Add ChargeSavvy as a POS Integration in your Venue Settings in WISK (a one-time process)

  2. Export the "Sales Integration Report" from ChargeSavvy

  3. Use WISK’s manual sales upload feature to upload the .xlsx file

Add ChargeSavvy POS Integration

Before uploading your sales, you must add the ChargeSavvy POS integration to your venue. This is a one-time process.

  1. On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    The "Venue Settings" button is highlighted

  2. Scroll down to the "POS Integrations" section and click "Add POS integration"

    An arrow points to the "Add POS Integration" button

  3. Click the "POS Type" drop-down menu and select ChargeSavvy

    An arrow points to the "ChargeSavvy" option

  4. Click "Save"

    An arrow points to the "Save" button

  5. The ChargeSavvy integration is added and you can now upload the .xls file

    Note: The status displays as initializing until you upload a sales file for the first time

Export Sales Integration Report

For steps on how to export the Sales Integration Report, please reach out to ChargeSavvy support.
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The file should include the following columns:

  • Category

  • Subcategory

  • Item#

  • Item Name

  • Qty

  • Pre-Tax

  • Tax

  • Total

Example Report

Upload the Sales Integration Report

Note: Please make sure you have added the ChargeSavvy POS Integration, otherwise it will not accept the file format when uploading.

To upload the sales report file:

  1. On the side menu, click Sales > Sales

    An arrow points to the "Sales" menu button

  2. Click Actions > Upload sales manually

    The "actions" button is highlighted and an arrow points to "Upload sales manually"

  3. Select the period that matches the sales file. You can choose either “Inventory Range” or “Date Range”

    The date selector on the upload sales manually page.

  4. After selecting the period that matches the exported sales file, click “Select file” and choose the sales .xlsx

    An arrow points at the Select file button on the upload sales manually page.

  5. Click “Upload”

  6. The file uploads and the sales data may take a moment to appear. If it does not, refresh your browser.

Upload Error

If you receive an error when uploading the file, please check that your file is the same format as the example report.
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Since this integration is a custom upload, the file needs to be in that specific format for the data to get into your account.

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