POS Integration
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      Toast POS Integration

      Adding ShiftNote as a Third-Party Access in Toast

      📁 Step 1: Confirm You Have the Right Toast Access

      To complete this installation, you must be logged into Toast Web as a Toast Admin with the correct permissions.

      • Navigate to: Reports → Settings → SSH Keys

      • If you do not see this option, or if the "Add Key" button doesn't respond, see the troubleshooting section below.

      🔐 Step 2: Add ShiftNote's SSH Key

      1. Go to Reports → Settings → SSH Keys in Toast Web

      2. Click Add New Key

      3. Copy the ShiftNote SSH key from your rep (usually shared via Google Drive)

      4. Paste it into the SSH Key field

      5. Name the key: ShiftNote Integration Key

      6. Click Save

      📢 Step 3: Provide SFTP Credentials to ShiftNote

      After you add the SSH key:

      • Toast will display your SFTP Username and Server URL

      • Please share those credentials securely with your ShiftNote onboarding rep

      🛡️ Important Notes & Troubleshooting

      🔒 Permission Requirements

      Make sure your Toast role includes:

      • 8.3 Data Export Config permission

      • If you don’t see SSH Key or Export Settings, ask your Toast Owner to:

        • Enable these permissions in your role, or

        • Temporarily promote you to a role that includes them

      ⚠️ SSH Keys May Be Disabled by Default

      Even Admin or Owner roles may run into this:

      • You don’t see the SSH Key screen, or

      • You can see it, but the key won’t save when you click Save

      In either case, it means SSH key functionality is not enabled on your Toast account.

      You must contact your Toast Rep or Toast Support and request:

      "Please enable third-party data exports and SSH Key access on our account."

      This feature is disabled by default on many Toast plans.

      📍 Multi-Location Clients

      If you're integrating multiple stores:

      • Provide your ShiftNote rep with a list of Toast Location IDs (found in the URL of each location in Toast Web)

      🔐 Security Best Practices

      • If a key is ever compromised, you can delete it and generate a new one in Toast

      • Always send credentials via secure channels (not plain email)

      🌐 Additional Resources

      Need help? Contact your ShiftNote onboarding manager or support@shiftnote.com.