How to Integrate Toast POS
How to integrate your Toast POS with WISK
Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents

Add WISK on Toast Partner Connect Portal

If your subscription plan includes POS integrations (Essentials +), you can integrate your Toast POS account with WISK via the Toast Partner Connect Portal.

Log into Toast Partner Connect via Toast's back-end and look for the WISK tile under "Integrations", then click "Add Now"

For more information about Toast Partner Connect subscriptions and steps for adding integrations, please see the following Toast resources:

Note: Use of Toast Partner Connect requires an additional fee that is added to your Toast subscription.

Message WISK Support

After clicking "Add Now", our team is notified and completes the final steps. You can also send a quick message to [email protected] or reach out in the in-app chat to let us know you've started the integration process.

You'll receive an email notification when the integration is complete.

Note: If you haven't received a notification that the integration is complete after 1 business day (Mon-Fri), please contact us.

After the integration is complete, WISK pulls up to your last 2 years of sales data from your Toast POS. It may take a few hours for your sales data to appear in your account. Learn more here:

Customizing your Sales Data / POS Items

After the integration is complete, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers. To customize your sales data:

  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

    An arrow points to the "Venue Settings" menu option.

  2. Click the “Edit” button beside POS Type

    An arrow points to the "Edit" button beside "POS Type".
  3. You’ll then see your customization options

  • Include all POS Items even if not sold - By default, WISK only pulls items with sales. If you create a new 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.

  • Include Modifiers - If you use modifiers that affect the pour/portion size, you’ll want to check this box. For example, you have a “Jameson” button in Toast, and then a “1oz” and “2oz” modifier option. Checking this option creates a new POS Item for each modifier at a different price. You can then add the recipe to each POS Item. Otherwise, it will all appear under one “Jameson” POS Item, and you won’t be able to map it correctly.

  • Include modifiers with price of 0 - If toggled on, modifiers that don't affect the price are imported into your WISK account attached to POS Items. For example, you may have a Pad Thai menu item with a choice of protein (chicken, beef, tofu, etc). If it isn't toggled on, you'll see just see "Pad Thai", but if toggled on there is a POS item for each option that you can map accordingly.

    Other examples include the type of mix used in a drink (orange juice, ginger ale, etc) or the choice of side with an entree (fries, soup, salad). This has the potential to create a large number of POS Items, but can provide greater accuracy with your recipe mapping / costing.

  • Import Modifiers are Separate POS Items - When you select this option, your menu item modifiers appear as separate POS Items. This applies to both modifiers that include an up-charge, and modifiers with a price of 0.

    For example, if you sell an item called "Tito's Vodka Single" and you use modifiers to track the mix it's sold with, it will appear differently depending on whether this box is checked. Lets say we sell it with Orange Juice:

    • Checked - There will be a separate POS Item for "Tito's Vodka Single", and for "Orange Juice". Orange Juice could be used as a modifier in multiple items, and it will only appear as one POS Item.

    • Unchecked - There will be a combined POS Item of "Tito's Vodka Single - Orange Juice".

6. Check the necessary boxes, and click “Save”

Note: You’ll need to refresh your sales data to reflect the changes you’ve made by going to the “Sales” page and clicking the import button.

Clear Previous Sales Data

If you have imported your sales data, but realized the settings aren't displaying your POS Items and modifiers the way you want, you can make changes.

You can clear all previous sales data by clicking the “Clear Previous Data” button.

An arrow points to the "Clear previous data' button on the POS Type window

This button:

  1. Deletes all sales data from the venue

  2. Keeps all mapped POS Items

  3. Removes all unmapped POS Items

You can then click the “Save” button with your new settings and it re-imports all of your sales data based on what you’ve selected.

Note: To reduce the amount of required effort, it’s best to customize your sales data after integrating and before POS mapping begins.

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