Note: Only Store Owner users can create the API on Step 2.
Step 1: Add your site(s) on Toggle
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 and click Add site
Add the site name, its address, and any number or reference for it
Click the green Add button to save the site
Repeat this step for however many sites you need to add.
If needed here's more info on how to add sites (video included).
Example below:
Step 2: Create an API on Toggle (and get product ID and Account ID)
If needed here's more info on how to create the API (video included).
Log in to Toggle
On the sidebar click Settings > Integrations > CBE
Click create new user
Copy the API username and then copy the password to this spreadsheet
Once copied across press Create to save the API*
⚠️ *Once you click create you can't retrieve the API password again. If you accidentally created the API without noting it down the password just re-start the above steps to make a new one.
🧠 You only need one API for your Toggle account that can be used at all your sites that use CBE.
Example below of creating the API username and password:
Product ID and Account ID
You'll need to send CBE your Toggle product ID and Account ID along with the API. You can add these to the same spreadsheet.
Your in-store product ID is found on Shop > In-Store Gift
Example below:
Your Account ID is found on the account details section of your dashboard sidebar.
Example below:
After you have completed these steps your spreadsheet will look a bit like this -
The parts highlighted in blue shouldn't be edited or deleted - CBE will use that info to complete their configuration later on.
Step 3: Send the API, product ID and Account ID to CBE and ask for your Unit POS Reference
You'll need to send the API username and password you created on Step 2 along with your in-store product ID and Account ID to your CBE Account Manager.
Ask your CBE Account Manager for your Unit POS Reference during this stage too.
Just note that sometimes CBE will ask you to create this reference instead - if that's the case you can simply make up a reference (unique number) you want for each site on Toggle on Settings > Integrations > CBE and let your CBE Account Manager know what they are so they can use the same on their system.
Please also remember to:
🔐 Password protect your file containing the API for extra security when sending it to CBE. Don't send the API username and password to CBE within the email itself - hackers can potentially get hold of that info in the future.
One option here is you could password protect your file and text the password to your CBE Account Manager to access the spreadsheet.
🧠 Keep your API filed saved somewhere secure on your device in case you ever need to refer back to it in the future.
Example email to send to CBE:
Step 4: Add Unit POS Reference to Toggle
Whilst your CBE Account Manager configures your tills using your API details, add the Unit POS Reference they sent you to your Toggle account.
Log in to Toggle
On the sidebar click Settings > Integrations > CBE
Paste in each Unit POS Reference to their respective site
Save
The Unit POS Reference allow the CBE and Toggle system to know where a gift card was sold or redeemed at. Without these IDs in Toggle your integration won't work.
Example below of adding the Unit POS Reference to Toggle:
Step 5: Test the integration works
Once your CBE 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/reverse, and check balance)
🧠 Other people on your team may benefit from seeing how gift vouchers works during this stage.
❗If an error is flagged on the till, get in touch with Toggle and CBE so we can help troubleshoot it.
Our other guide Using Toggle on CBE POS may also be useful.
The CBE set up
Note: This part is usually done by your CBE Account Manager.
To configure a CBE till to connect to Toggle, follow these steps:
Files
The latest files for the Toggle integration are location on the CBE repository server.
File setup
1. All files from the repository will need copping to the below locations:
· C:\PixelStation\
· C:\PixelStation\DLLs\
· C:\PixelServer\
· C:\PixelServer\DLLS\
· C:\PixelStationEOI\
· C:\PixelStationEOI\DLLS\
Back office Setup
Create a Toggle Payment type with the following settings:
General Tab
Authorization Requests > Custom
Payment Options > Sale Auth (no preauth)
Advanced Tab
Custom DLL = CBEPIXELToggle.dll
Do not ask for Swipe = ticked
Allow Voids = Ticked
2. On the Advanced Tab press Setup on the custom DLL and fill in the following settings
Username and password – refer to step 2 and 3 above.
Currency – Either GBP or EUR depending on site location. If you require a different Currency Type, please contact Toggle to get one setup
AccountID – Supplied by Toggle - please ask them for this
Merchant ID - 39
ProductID – find this on Shop > In-Store gift on the Toggle dashboard
UnitPOSReference – PixelPoint Station Number
*These settings need to be set on the PixelServer Back office and the Back office on each PixelPoint Station.
3. Then create Balance Enquiry button on the Finish form with the below settings.
CBE Support
The logs for Toggle are located at C:\PixelStation\Interface\Toggle\ within your CBE domain.
Further reading
If you need further support regarding till configuration, please get in touch with your CBE account manager.