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:
Set your POS Type to Union in your Venue Settings in WISK (a one-time process)
Use your Back of House computer to export your “Sales by Item” report in .csv format for the desired period of time
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.
Hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Click “Edit” beside POS Type (If it already says Union, you can go to the next section)
Select “Union” from the drop-down list and click “Save”
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.
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:
Click “Sales" then "Sales" on the side menu bar
Click “Upload sales manually"
Note: You can also go to “Reports / Analytics” > “Variance” and select “Upload sales manually” from the Actions menu
Select the period that matches the sales file. You can choose either “Inventory Range” or “Date Range”
After selecting the period, click “Browse” and select the .csv sales file
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.