At this time, CAKE doesn't offer a direct integration or allow for an automated daily sales report email to import your sales data into WISK.
However, we’ve made it easy for you to upload your CAKE sales into WISK. Just export your Total Sales report for the desired time period and upload into your account.
To get your sales from CAKE into WISK, you’ll need to:
Set your POS Type to CAKE in your Venue Settings in WISK (a one-time process)
From your CAKE Dashboard, export your Total Sales report in .xlsx format for the desired time period
Use WISK’s manual sales upload feature to upload the .xlsx file
Set POS Type to CAKE
Before uploading your sales, make sure that the POS Type for your venue is set to CAKE 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 CAKE, you can go to the next section)
Select “CAKE” from the drop-down list and click “Save”
Export the Total Sales Report
From the CAKE Dashboard, export a copy of your Total Sales report in .xlsx format for the desired inventory period.
You can learn more about the Total Sales report here.
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. This gets all of the sales for the period between your two most recent inventory counts.
Alternatively, you can export and upload your sales daily.
Note: If you need help exporting the Total Sales report, please contact CAKE support or see:
Sample Total Sales Report
Upload the Total Sales Report
Note: Please make sure you have set your POS Type to CAKE, otherwise it won’t accept the file.
To upload the sales report file:
Click “Sales” under the “Sales” menu
Click the “Upload Sales Manually” button on the top-right corner of the page
Select the period that matches the sales file. You can choose either “Inventory Range” or “Date Range”. "Inventory Range" will allow you to select a period between two completed inventories, whereas "Date Range" allows you to select from a variety of options (yesterday, last week, etc.) or set a custom range
After selecting the period, click “Browse” and select the sales file. Then click “Upload”
The sales data may take a moment to appear. If it doesn't, refresh your browser.