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How to Integrate Onetap POS
How to Integrate Onetap POS

How to upload your sales report to your WISK Account

Nick Neale avatar
Written by Nick Neale
Updated over 3 years ago

At this time, Onetap does not 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 Onetap sales into WISK without having to copy and paste your data into a template.

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

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

  2. Use your Back of House computer to export a Sales Report (by Units Sold) 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 Onetap

Before uploading your sales, make sure that the POS Type for your venue is set to Onetap 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 points at the "Venue Setting" button on the WISK Web Portal.

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

An arrow points at the "Edit" button beside the POS Type field.

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

Onetap is highlighted in the "POS Type" field and an arrow points at the "Save" button.

Export a Sales Report (By Units Sold)

From your Onetap Back of House computer, export a Sales Report (By Units Sold) in .csv format for the desired inventory period.

If you require assistance exporting the file, please contact your Onetap reseller.

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 the end of day Sunday.

Sample Report

An example of the Onetap sales report, showing the quantity sold for each item, and the total sales in $.

Upload the File

To upload the sales report file:

1. Click “Reports / Analytics”

2. Click “Variance”

An animated gif clicking on "Reports / Analytics" and then "Variance".

3. Click on Actions > Upload Sales Manually

An animated GIF clicking on "Actions" then "Upload sales manually".

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

The "Upload sales manually" window where you can select either the Inventory Range or Date Range.

5. After selecting the period, click “Browse” and select the .csv sales file.

An arrow points at the Browse button to select the file to upload.

6. Click “Upload”.

7. 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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