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 Samtouch POS with Toggle (advice on using Toggle gift cards on Samtouch)
📋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.
***How to 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 API file:
API endpoint | |
Username | (add the username you create here) |
Password | (add the password you create here) |
Merchant ref | 50 |
Standard in-store product ID |
|
Account ID |
|
Save the file for you to keep, and send the file by email to your Samtouch Account Manager for them to do their integration.
Integration Setup
This setup will need to be complete on each terminal that you wish to use Toggle. Within your settings on your POS, go to;
Advanced settings
Options
Advanced
Integrations
From here, select 'Toggle' down the left hand menu. This will bring some options for configuration
URI - Do not change, this should always be
https://api.mytoggle.io/graphqlUsername - As provided by Toggle
Password - As provided by Toggle
Timeout / Currency - do not change
Account to use - Once you have added a username and password, you can hit 'Find' which will test the connection and provide you an account to select
Merchant ID - As provided by Toggle
Sales channel ID - Do not change, should always be
3EPOS Reference - The EPOS reference for the site. Note, these should already be configured in Toggle, so please contact your Customer Success contact if you are unsure
Product Setup
Once you are integrated with Toggle, you need to setup the payment buttons on the POS.
You can either set the buttons up as fixed amounts, or for a 'custom' amount where the value can be defined by the customer
Once you have setup a product, you can link this to a Product within your Toggle shop by going to the Product Editor > Associated links > Selecting Product Search
This will return a list of Products you have setup in your toggle account, for which card sales will be associated. If you are unsure which Product to use, please contact a member of Customer Success and they will be able to advise.
The toggle buttons will need to be manually added to the screen via the screen designer. The Credit/Debit functions are "Paid In/Paid Out" and the payment is a Media key and Balance Enquiry / Cancel Card are new function keys.
For any more detail on setting up products, please get in touch with your POS provider and they will be able to assist.
Related: Langley Compass Group (LCG)