Article Contents
Introduction
To Integrate your Heartland POS with WISK you’ll need to:
Get your Heartland location key from your Heartland dealer/rep
Set Heartland as your POS type on the WISK Web Portal
Enter the location key
Step 1 - Get your Heartland Location Key
Contact your Heartland seller/rep, and request that they generate a location key for your venue. It may also be referred to as an API key.
Note: You will need the key before you can complete the following steps.
Step 2 - Select Heartland as POS
On the WISK Web Portal:
Hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Click "Edit" beside POS Type
In the window that opens, click the “POS Type” drop-down menu, and select Heartland
Step 3 - Enter the Location Key
Enter the Heartland location key that you received from your Heartland seller in the "Heartland Location Key" field
Before completing the integration, you can customize how your sales data / POS Items appear in WISK. With Heartland, you have the following customization options:
Include all POS Items even if not sold - By default, WISK only imports 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 - Check if you use modifiers for your menu items
Import Modifiers as 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 "Tito's Vodka Single" and you use modifiers to track the mix that it is sold with, it appears 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 that needs to be mapped.
Unchecked - There will be a combined POS Item of "Tito's Vodka Single - Orange Juice".
Note: If you're not sure what settings to pick you can customize this later. However we recommend you finalize this before mapping of your POS Items begins.
Click “Save”
After entering the key, WISK starts the integration process.
By default, WISK pulls your last 2 months of sales data. If you would like WISK to pull sales from farther back, please contact [email protected].
Note: If you receive an error message or sales data doesn't appear in your venue in a few hours, please contact WISK support.
Customizing Your Sales Data
When setting up the integration, or anytime after, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Important: To reduce the amount of effort, it’s best to customize your sales data after integrating and before mapping your POS Items. You want to make sure everything is right before adding recipes.
Reimporting Sales Data
After making those changes, they apply to any sales data imported from that point forward.
When you make the changes, you can apply them to the past by reimporting your sales data.
When you click "Yes" you can choose if you want to reimport sales from a completed inventory or a specific day to the present.
For more information about reimporting sales, see:
Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory. If you have no locked inventories, you can reimport up to the maximum number of days allowed for the specific POS
Clear Previous Sales Data
Most customization for your POS integration should happen early in your venue's setup. The ideal flow is to import the sales with the settings you want, and see if the output matches your expectations.
If it doesn't, you can make more changes and try again. As part of this, you can ask a member of the WISK Team to clear all your imported sales data.
This does the following
Deletes all sales data from the venue
Keeps all mapped POS Items (if any)
Removes all unmapped POS Items
It then reimports everything with the updated settings. This is used because sometimes a POS has a limitation on how far back the end user can re-import the sales. When the data is cleared by a member of the WISK Team goes back as far as possible.
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