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How to Integrate SpotOn POS
How to Integrate SpotOn POS

How to export the "Product Mix with Modifiers" report from SpotOn and upload it to WISK

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

Article Contents

Introduction

At this time, SpotOn doesn't offer a direct integration or allow for an automated daily sales report email.

However, we’ve made it easy for you to upload your SpotOn sales into WISK without having to copy and paste your data into our template.

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

  1. Add SpotOn as a POS Integration in your Venue Settings in WISK (a one-time process)

  2. Export the Product Mix with Modifiers .xls from SpotOn

  3. Use WISK’s manual sales upload feature to upload the .xls file

Add SpotOn POS Integration

Before uploading your sales, you must add the SpotOn POS integration to your venue. This is a one-time process.

  1. On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    An arrow pointing to the "Venue Settings" button.

  2. Scroll down to the "POS Integrations" section and click "Add POS integration"

    An arrow points to the "Add POS integration" button

  3. Click the "POS Type" drop-down menu and select SpotOn

    An arrow points to the drop-down menu

  4. Click "Save"

    An arrow points to the "Save" button

  5. The SpotOn integration is added and you can now upload the .xls file.

    Note: The status displays as initializing until you upload a sales file for the first time

Export the Product Mix with Modifiers .xls

To Export the Product Mix with Modifiers from the SpotOn portal:

  1. On the side menu, click Sales > Product Mix with Modifiers

    The "Sales" option has been clicked and an arrow points to the "Product Mix with Modifiers" option

  2. Select the date range that you wish to export the sales for

    On the "Product Mix with Modifiers" page the date range has been selected

    Note: At a minimum, 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 you all of the sales for the period between your two most recent inventory counts. Alternatively, you can export and upload your sales every day.

  3. After selecting the date range, click "Print / Export"

    An arrow points to the "Print / Export" button

  4. Under Report Options, click "Export"

    An arrow points to the "Export" button

  5. Select "Excel" and then click "Export"

    The "Excel" option is selected and an arrow points to the "Export" button

Example Report

Important: The exported file needs to match the format above, otherwise you will receive an error when uploading the file. If your exported file is missing the "Category" column or the "Grand Total" at the end it won't upload properly.

Upload the Product Mix with Modifiers .xls

Note: Please make sure you have added the SpotON POS Integration, otherwise it will not accept the file format when uploading.

To upload the sales report file:

  1. On the side menu, click Sales > Sales

    An arrow points to the "Sales" menu button

  2. Click Actions > Upload sales manually

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

    The date selector on the upload sales manually page.

  4. After selecting the period that matches the exported sales file, click “Select file” and choose the sales .xls

    An arrow points at the Select file button on the upload sales manually page.

  5. Click “Upload”.

  6. The file uploads and the sales data may take a moment to appear. If it does not, refresh your browser.

Upload Error

If you receive an error when uploading the file, please check that your file is the same format as the example report.
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Since this integration is a custom upload, the file needs to be in that specific format for the data to get into your account.

If you upload a file without the "Grand Total" the last line in the file will have an inflated sales value.

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