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 Polaris
Add Polaris's site 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 any number or reference for it
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 > Polaris
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 Polaris and ask for your site IDs
You'll need to send the API username and password you created on Step 2 along with the info below to your Polaris 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 Polaris Account Manager asking them to configure your tills
Ask your Polaris Account Manager for your site IDs
API endpoint: | |
Username: | (add the username you create here) |
Password: | (add the password you create here) |
Merchant ref: | 4 |
Card range: | 63011900 |
Card length: | 19 |
Standard in-store product ID: | (find this on Shop > In-Store gift) |
Account ID: | (ask Toggle for this) |
Please get in touch with success@usetoggle.com to get your account ID.
Step 4: Add site IDs to Toggle
Whilst your Polaris Account Manager does the relevant configuration using your API details, add the site IDs they sent you to Toggle.
Log in to Toggle
On the sidebar click Settings > Integrations > Polaris
Paste in each ID to their respective site
Save
The site IDs allow the Polaris and Toggle system to know where a gift card was sold or redeemed at. Without these IDs in Toggle your integration won't work.
Step 5: Test the integration works
Once your Polaris 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 Polaris so we can help troubleshoot it.
Our other guide Using Toggle on Polaris POS may also be useful.