Note: Only Store Owner users can create the API on Step 2.
Summary
Add your site(s) to Toggle
Create an API user on Toggle
Configure your Site mappings on Toggle
Configure your API and site details in PointOne
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 > PointOne
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: Configure your sites in Toggle
PointOne and Toggle will need to ensure the site references are matched up between each system (this allows us to identify how many cards were sold / redeemed per location). To do this;
Log in to Toggle
On the sidebar click Settings > Integrations > PointOne
Goto the
Site MappingsectionAdd unique site references for each location*
Save changes
Step 4: Configure your API and site details in PointOne
On the Open Orders page on the POS
Click System Management > System Settings > Terminals tab > Toggle f
This will open up an interface to configure the Toggle details.
Toggle Account ID (Please ask your customer success contact if you're unsure what your account ID is)
Toggle Username and Password (as created in Step 2)
Site Reference (as created in Step 3)
Validate Card Number - This validates the card number is a Toggle gift card (based on length, and prefix). If you have cards in the public that weren't generated by Toggle (i.e. you issued cards previously via another supplier, and moved them over to Toggle) - this should be disabled. Otherwise, if all cards were issued from Toggle, then this should be enabled
Toggle integration enabled - Should be enabled
These will need to be configured for each location.
Step 5: Test the integration works
The next step will be to validate the setup has worked.
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 PointOne so we can help troubleshoot it.
You might also find our guide around using Toggle with PointOne useful http://academy.usetoggle.com/en/articles/8499926-using-pointone-with-toggle
If you need help or have questions please contact our support team at success@usetoggle.com.