How to Integrate Heartland POS

How to integrate your Heartland POS with WISK

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents


To Integrate your Heartland POS with WISK you’ll need to:

  1. Get your Heartland location key from your Heartland dealer/rep

  2. Set Heartland as your POS type on the WISK Web Portal

  3. 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:

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

    The Venue Setting button is highlighted for emphasis.
  2. Click "Edit" beside POS Type

    The "Edit" button is highlighted for emphasis.
  3. In the window that opens, click the “POS Type” drop-down menu, and select Heartland

    An arrow points to click the drop-down menu in the POS Type field.

Step 3 - Enter the Location Key

  1. Enter the Heartland location key that you received from your Heartland seller in the "Heartland Location Key" field

    The "Heartland Location Key" is highlighted for emphasis.
  2. 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".

  3. Click “Save”

    The key has been entered and an arrow points to the "Save" button

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

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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