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How to Integrate Union POS
How to Integrate Union POS

How to upload your "Sales by Item" report to your WISK Account

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

Article Contents

Introduction

At this time, Union doesn't have an API integration with WISK, or allow for an automated daily sales report email.

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

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

  1. Set your POS Type to Union in your Venue Settings in WISK (a one-time process)

  2. Use your Back of House computer to export your “Sales by Item” report in .csv format for the desired period of time

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

Set POS Type to Union

Before uploading your sales, make sure that the POS Type for your venue is set to Union on the WISK Web Portal. You’ll only need to do this once.

  1. Hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    An arrow pointing to the "Venue Settings" button.

  2. Click “Edit” beside POS Type (If it already says Union, you can go to the next section)

    An arrow pointing to the "Edit" button beside POS Type on the Venue Settings screen.

  3. Select “Union” from the drop-down list and click “Save”

    Union is selected in the drop-down menu and an arrow points at the Save button

Configure Import Options

When you set your POS Type as Union, you'll see a checkbox that says "Use price as modifier".

Whether you want to check this depends on how you've set up your menu items in Union.

If you have an item/button that is sold at multiple price points (but has the same ItemID), you'll want to check this. For example if you have an item called Jameson that sells for $6, $8 and $12. By checking it, it creates a separate POS Item in WISK for each price point, so you can map the exact amount used each time it's sold.

Don't check this if you have individual buttons for each price point. For example, you have buttons called Jameson Shot, Jameson Single, and Jameson Double, all with different item IDs and prices.

Export the Sales by Item Report

From your Union Back of House computer, run a Sales by Item report and pick the "detailed" option for the desired inventory period. The report is in .csv format.

Note: We recommend exporting your sales whenever you complete an inventory. If you normally take an inventory on Monday mornings, export your sales from the previous Monday to Sunday.

Sample Report

Sales by Item report showing each time an item is sold during the period

Upload the Sales by Item Report

Note: Please make sure you have set your POS Type to Union otherwise it won't accept the file.

To upload the sales report file:

  1. Click “Sales" then "Sales" on the side menu bar

    An arrow points to the "Sales" button on the side menu bar.

  2. Click “Upload sales manually"

    An arrow points to the "Upload sales manually" button on the "Sales" page.

    Note: You can also go to “Reports / Analytics” > “Variance” and select “Upload sales manually” from the Actions menu
    ​

    The "Actions" button is highlighted and an arrow points to the "Upload sales manually" menu option.

  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, click “Browse” and select the .csv sales file

    An arrow points to the "Browse" button.

  5. Click “Upload”.

  6. You’ll now be back on the “Variance” page. The sales data may take a moment to appear. If it does not, refresh your browser.

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