Before we get started with this guide, the below guides may be useful to you:

- EPOS FAQs guide (an overview of how things work)

- EPOS integration guide (a detailed guide on how to integrate your EPOS)

- Using Toggle on Access EPOS (advise on using Toggle gift cards on Access)


📋Summary of how to integrate Toggle with your EPOS

To get your Toggle account(s) connected to your EPOS you need to do the following:

  1. Add your sites to your Toggle account

  2. Create an API on your Toggle account

  3. Send the API details securely to your EPOS Account Manager

  4. Add the relevant site IDs to your Toggle account

  5. Test out a Toggle gift card on your EPOS to check it works as expected

The full details on how these steps are done are on our EPOS integration guide.

***Step 3: Send the API details securely by email to your EPOS Account Manager***

We recommend you download the Excel file on the blue link below and add the API username and password into the respective fields provided. Once this is done, save the file for you to keep, and send the file by email to your Access Account Manager for them to do their integration.

Here's what's on the Access API file:

API endpoint:

https://middleware.mytoggle.io/

Username:

(add the username you create here)

Password:

(add the password you create here)

Merchant ref:

6

Card range:

63011900

Card length:

19

Your Access Account Manager will need to use all these details for their integration set up.

***Step 4: Add the relevant site IDs to your Toggle account***

Remember to ask your Access Account Manager for the IDs for you to add to your Toggle account. The Access team refer to these IDs as "Unit IDs" - they need to be added to both your site settings page (refer to step 1 on the EPOS integration guide) and Access page under the Integrations page on your Toggle account (refer to step 4 on the EPOS integration guide). It's important the unit IDs match up exactly to what Access have in their system.


How to integrate your Access EPOS with Toggle

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.


If you're stuck on this or have questions about the Access set up please contact our support team - success@usetoggle.com.

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