POS Integration
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      Toast POS Integration

      Adding ShiftNote as a Third-Party Access in Toast

      1. To complete this installation you must be your Restaurant Toast Administrator.

        • Login to into your Toast Web Account:
        • Navigate to Reports > Settings > SSH Keys in Toast’s backend.

      2. Add ShiftNote's SSH Key to your Toast account

        • Once you’re on the SSH Keys page, click Add New Key
      • Copy / Paste our ShiftNote SSH key provided by your ShiftNote rep via google drive into the designated field.
        • Name the key appropriately (e.g., "ShiftNote Integration Key"). Click Save to apply the changes.
      3. Provide SFTP Credentials to ShiftNote Support Team:
      • After adding the key, you will receive SFTP connection details, including the SFTP Username and Server URL - Share these credentials securely with ShiftNote.

      Important Notes

      Permissions: Ensure that the user adding the SSH key has the 8.3 Data Export Config permission in Toast.

      Location IDs: If you have multiple locations, provide the relevant location IDs to ShiftNote to ensure accurate data mapping.

      Security: If there are any issues or if a key is compromised, delete the key from Toast and add a new one.

      For more information on how Toast integration works, checkout this article from Toast.