Article Contents
Integration Steps
To import your SmartTab POS sales data into WISK:
In your SmartTab POS system, set up an automated daily sales report email to be sent to [email protected]. The email will include the following files:
Product Report (.htm format)
Timesheet Report (.htm format)
Paid In Out Report (.htm format)
Void Report (.xlsx format)
SmartTab POS support can assist you with setting up the automated email.
After setting up the email, please contact [email protected] to let them know emails are being sent. Our team will then set up the emails to be imported into your account.
You’ll receive a notification that the integration is complete when the sales are uploaded for the first time
Example Report
Modifier Import Settings
When setting up the initial integration, or any time after, you can change how modifiers are imported into your account.
If you have both Food and Beverage accounts, you may even consider having different settings in each.
Important: We recommend checking this is set up to your liking before moving ahead with mapping POS Items. This makes it easier to clear and re-import your data with the latest settings.
To view or change your modifier settings:
On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Scroll down to the "POS Integrations" section and click "Edit" beside your SmartTab integration
The following modifier customization options appear:
Include Modifiers - This imports any modifiers with a price. This modifier is attached to the main POS item by default unless you toggled on "Import Modifiers as Separate POS Items".
For example if you have a House Salad with add-on/up-charge modifiers for a choice of protein, those would be appended to the main sales item and the cost is updated to reflect that.
Include Modifiers with Price of 0 - This imports any modifiers with a price of 0. This can include things such as the type of mix served with a drink that is included as part of the cost. This is attached to the main sales item unless you toggle on "Import Modifiers as Separate POS 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 an item called "Tito's Vodka" and you use modifiers to track the mix it's sold with, it will appear 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", and for "Orange Juice". Orange Juice could be used as a modifier in multiple items, and it will only appear as one POS Item.
Unchecked - There will be a combined POS Item of "Tito's Vodka - Orange Juice".
When modifiers are imported attached, it can create a lot of POS Items but it provides more accurate costing and tracking - however importing them separately can reduce the number of POS Items to map.
Check any of the boxes and click "Save"
You can then select when to reimport your sales data from. You can choose a specific date or inventory count. WISK Support and your Customer Success rep can also fully clear your sales data - but this is best done early when your venue doesn't have much information
Please check that the sales are importing in the way you want on the Sales and POS Items pages. You can change the settings a reimport your sales data as needed.
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