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)
📋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:
Add your sites to your Toggle account
Create an API on your Toggle account
Send the API details securely to your EPOS Account Manager
Add the relevant site IDs to your Toggle account
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 CSV file on the link below and add the API username and password into the respective fields provided. You may need to contact our customer success team to find out your Account ID. You can find your Standard in Store Product ID on your Toggle dashboard.
Here's what's on the template file:
API endpoint: | |
Username: | You create this |
Password: | You create this |
Merchant ref: | 12 |
Standard in-store product ID: |
|
Account ID: |
|
Your Centegra Account Manager will need to use all these details for their integration set up.
Create API
Go to Settings > Integrations > Centegra and Create new user. You will need ownership access to do this. If you don't have this access, get in touch with our team at success@usetoggle.com.
Make note of the username and password and put it in the template. Securely send this to your account manager at Centegra.
***Step 4: Add the relevant site IDs to your Toggle account***
Remember to ask your Centegra Account Manager for the site IDs for you to add to your Toggle account.
Using Toggle gift cards with Centegra
Once this integration is complete you will be able to do the following:
Balance check
The integration allows an operator of the EPOS to check the current balance of a card.
2. Purchase a gift card
The integration allows an operator of the EPOS to sell a customer a card, either as a stand alone transaction or as part of settling a bill for other goods and services.
3. Top up an existing gift card
The integration allows an operator of the EPOS to top up a customer’s existing gift card, either as a stand alone transaction or as part of settling a bill for other goods and services.
4. Redeem value from a gift card
The integration allows an operator of the EPOS to settle part or all of a bill using a gift card.
If you have any questions or would like to get this integration live just get in touch with our Customer Success team on success@usetoggle.com.