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Connecting to Toast via API

Jenny Vaughn
Updated

*These steps are only applicable to customers who already have access to the Toast Partner Connect portal. All Toast integrations (including the MarginEdge integration) must go through their Partner Connect portal. You can view more info here.

In order to help maintain the API integration for MarginEdge, Toast does charge additional fees to their partners for each location each month. This fee is separate to your monthly MarginEdge subscription, since MarginEdge passes this fee from Toast to you, but is visible in your subscription billing module.

Here we go! Connecting to Toast requires you to first grab some information from MarginEdge and then head into your Toast account. There you will need to add a new integration (for us!) and enter that information you copied at the beginning of the process directly into Toast. 

Step by step instructions are below, or click here for a quick video tutorial! 

 

In MarginEdge

  1. In MarginEdge, navigate to Setup > Point of Sale

  2. Click the Connect to Point of Sale button.

  3. Select Toast API from the dropdown list of choices

  4. Click "Copy Toast Location ID" button (if the copy was successful, you should get an immediate notification that it copied to your clipboard).

    Be sure to check the box "Use as Primary Point of Sale".

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  5. Open a new tab and navigate to Toast....

In TOAST

  1. In a new tab in your browser, log into to your Toast account. Click on Integrations in the navigation sidebar
    toastapi5.png

  2. Click on Browse & purchase integrations
    toastAPI22.png

    Note: All Toast integrations (including the MarginEdge integration) must go through their Partner Connect portal. Toast charges all US Customers $25/month per location to access their Partner Connect portal. If you have not yet activated this function on your Toast account then you will be prompted to subscribe to the Partner Connect portal.

  3. Search for MarginEdge and click Add Now
    toastapi8.png

    Note: If you do not see the 'Add Now' option, it's possible that you need to update your Toast subscription and subscribe to the Partner Connect portal, as explained in Step 8.

  4. If there are multiple locations in your Toast account, select the applicable ones and then click Confirm

    toastAPI24.png

  5. Back on the Integrations page, click on Configure Integrations to navigate to My Integrations
    toastapi6.png


  6. Click on the Manage IDs settings cog icon under "Actions"
    toastapi10.png

  7. Paste the copied Toast Location ID (from step #4) into the Location ID field
    Note: we want it in the Location ID, NOT the Group ID!
    toastAPI4.png

  8. Click APPLY

Back In MarginEdge

  1. Back to where you left off, click SAVE on the Point of Sale Integrations page.

  2. Navigate to Labor > Setup

    toastapiL1.png

  3. Click on Manage Time Sheet Rules
    toastapiL2.png

  4.  Select Set Custom Overtime Rules

    toastapiL3.png

  5. Fill out Weekly Overtime Rules

  6. If applicable, also fill out Daily Overtime Rules

  7. Click SAVE.

  8. Great, you're almost done! Now please send a quick email to your implementation manager, or if you're not currently in onboarding, please notify help@marginedge.comso that we can finalize your integration. 

If you get stuck, feel free to reach out with any questions to help@marginedge.com.