Note: Only Store Owner users can create the API on Step 2.
Summary
Add your site(s) to Toggle
Create an API on Toggle
Send the API details to Access
Add Access's Unit IDs to Toggle
Test if a gift voucher works at your site(s)
Step 1: Add your site(s) on Toggle
If needed here's more info on how to add sites (video included).
The sites you'll be redeeming gift cards at need adding to Toggle. This step might already be done, but it's worth checking.
Log in to Toggle
On the sidebar click Settings > Site Settings
Add the site name, its address, and the Access Unit ID (ask Access for the IDs)
Click add
Repeat this step for however many sites you need to add
Step 2: Create an API on Toggle
If needed here's more info on how to create the API (video included).
Log in to Toggle
On the sidebar click Settings > Integrations > Access
Click create new user
Copy the username and password onto a separate document and press create
Once you click create you can't retrieve the API password again so that's why we recommend saving it in a separate document.
Step 3: Send the API to Access and ask for Unit IDs
You'll need to send the API username and password you created on Step 2 along with the info below to your Access Account Manager.
Copy the table below into something like a Word document
Add the API username and password to it
Password protect the file for security
Send the file to your Access Account Manager asking them to configure your tills
Ask your Access Account Manager for your unit IDs
API endpoint: | |
Username: | (add the username you create here) |
Password: | (add the password you create here) |
Merchant ref: | 6 |
Card range: | 63011900 |
Card length: | 19 |
Step 4: Add the Unit IDs to Toggle
Whilst your Access Account Manager does the relevant configuration using your API details, add the unit IDs they sent you to Toggle.
Log in to Toggle
On the sidebar click Settings > Integrations > Access
Paste in each ID to their respective site
Save
Now go to Settings > Site Settings and add the same IDs to their respective sites (you may need to remove any existing IDs here and replace them with the unit IDs)
The unit IDs allow the Access and Toggle system to know where a gift card was sold or redeemed at - this information will pull through to your Toggle reports. Without these, the integration won't work.
Step 5: Test the integration works
Once your Access Account Manager has confirmed they've configured your tills it's good to check vouchers do work.
We recommend you:
Send yourself a free of charge digital voucher
Use the voucher code on the till to see if it works (e.g. redeem it, check balance)
Other people on your team may benefit from seeing how gift vouchers works durng this stage.
If an error is flagged on the till, get in touch with Toggle and Access so we can help troubleshoot it.
Our other guide Using Toggle on Access POS may also be useful.
The Access set up
Note: This part is usually done by your Access Account Manager.
However, if you are self-managing your installation, this guide will help you configure your Access POS to work with Toggle.
Note that configurations do vary from installation to installation, so this is an approximate guide only. This guide also assumes some prior knowledge of configuring and managing Stocklink/POSlink. If you need further support, please speak to your Access Account Manager.
Setting up the interface
1 - On Stocklink navigate to POS Control > Interfaces and select a location.
2 - Select to load Record Type 2: Toggle.
3 - Populate the fields with the username, password and merchant reference provided by Toggle.
4 - Enter a unique identifier for each location in the Unit ID field. You then need enter this same identifier in the EPOS site reference field in Toggle on the sites page.
5 - Bulk update to other locations as appropriate and amend Unit IDs at each location to match Toggle locations.
Setting up the media
1 - On Stocklink navigate to POS Control > Media and select a location.
2 - You can create a new media or change your existing gift card Media Type to Toggle Gift Card.
3 - Add the media key to the payment keyboard.
4 - Bulk update the media and payment keyboard to other locations as appropriate.
Setting up a mag-card configuration (only required for physical swipe cards)
1 - On Stocklink navigate to POS Control > Mag Card Configuration and select a location.
2- You can create a new mag card rule or change your existing gift card rule type to Toggle Gift Card.
3 - If migrating from another system, complete the Toggle import process before switching over.
4 - Bulk update to other locations as appropriate.
Setting up Gift Card PLUs (only required for selling physical swipe cards on location)
1 - On Stocklink navigate to POS Control > PLU and select a location.
2 - You can create new PLUs or change your existing PLU’s Credit PLU Type to Toggle Gift Card.
3 - Add the PLUs to main keyboards and bulk update to other locations as appropriate.
Setting up Global Flags
1 - On Stocklink navigate to POS Control > Global Flags and select a location.
2 - Ensure Flags 1 > View Options > Swipe Only On Gift Cards is disabled.
3 - Bulk update global flags as appropriate.