Toast and Taplist.io: Integration Guide

This article describes how to set up and use Taplist.io's Toast integration.

Overview

Taplist.io is proud to offer a fast, direct, first-class integration into Toast.

When you connect your Taplist.io account to Toast, we establish a continuous, one-way sync of your Toast location's menus into your Taplist.io account. From there, all of Taplist.io's menu-based features continue to work as usual—you just didn't have to re-type the menu in Taplist.io.

Prerequisites

Before you can use this integration, you will need:

1. A Taplist.io Pro subscription.
2. The Toast "Advanced Restaurant Management" add-on on your Toast account.

Check your Toast account's capabilities

To check if you have the necessary support on the Toast side, do the following:

1. Log in to your Toast Dashboard.
2. From the sidebar, select Toast account, then tap Subscriptions
3. Under Software suites, you should see Toast Management Essentials with API Subscription and Advanced Restaurant Management listed underneath it.

Getting the Advanced Restaurant Management Add-on

If you do not have the Advanced Restaurant Management add-on, you'll need to contact Toast for access. This add-on allows you (and companies like Taplist.io) to access your data via API.

While Taplist.io does not charge extra for our Toast integration, Toast may charge you an additional fee for the Advanced Restaurant Management add-on.

Set Up The Integration

Generate and copy your Toast credentials

First, you'll need to create and write down 3 values from Toast:

• Client ID
• Client Secret,
• Location GUID.

Here's how to generate and get those values:

1. Navigate to your Toast dashboard.
2. In the navigation bar on the left side, tap Integrations
3. On the next screen, under Toast API Access, tap Manage Credentials.
4. On the next screen, press the button at the top, Create new credentials (standard API).
5. Under Credential name, name it "Taplist.io" or similar.
6. Under API scopes, select menus:read .
7. Under Locations, enable all of your locations.
8. Save by pressing Confirm.
9. On the next screen, copy and save the Client ID and Client Secret field. You will plug these into Taplist next.
10. On the same screen, tap "Edit locations". Under each location, you will see a random Location GUID (like ba617b74-1f69-4168-9768-9d485374b6aa ). Copy this value as well.

Create Taplist.io Integration

Now, plug these values into Taplist.io

1. Visit the Taplist POS Sync integration page.
2. Tap "Add POS Integration", then "Toast".
3. In the form that pops up, enter:
   1. Your toast location GUID (the last value you copied)
   2. The Client ID
   3. The Client Secret
4. Press "Connect"!

Once your have created the integration, your menus will automatically and continuously sync.

Getting Help

This integration is still new, and sometimes our customers need help navigating the Toast side of the world, too. No problem!

Please shoot us a note at support@taplist.io and a friendly human will help you out.