Managing and using integrations and Toast Partner Integrations

To manage the partner integrations that have access to your restaurant in the Toast platform, you use the Integrations section in Toast Web. For example, you might use an integration partner to manage employees and shifts in the Toast platform, add orders from an online ordering interface, or read information about orders for financial accounting. You use the Integrations section to connect your restaurant to the integration partner and configure optional information that identifies your restaurant to the partner.

Your restaurant establishes a customer relationship with an integration partner separately from your relationship with Toast. Connecting your restaurant to an integration partner in the Integrations > Integration management > Browse & purchase integrations page gives that partner access to your restaurant in the Toast platform. It does not initiate any relationship between your restaurant and the integration partner.

For example, you establish a relationship with an integration partner that manages employees and shifts, separately from the Toast platform. That integration partner assigns your restaurant a parent company identifier (such as mycompany12345) and a restaurant location identifier (such as myrestaurantlocation67890). Choose Integrations > Integration management > Browse & purchase integrations in Toast Web to enable a connection between the integration partner and your restaurant in the Toast platform.

Some integration partners assign identifiers for your parent company and its restaurant locations. The Integrations > Integration management > Configure integrations page includes optional configuration controls that you can use to enter the parent company and restaurant location identifiers if an integration partner uses them.

The Toast Restaurant Management Suite gives you access to a large number of integration partners. For more information, see Set Up Toast Partner Integrations.

Note

Some integrations allow you to integrate for free and without a Toast Restaurant Management Suite subscription. Other integrations require an additional fee regardless of whether or not you have a Toast Restaurant Management Suite subscription.

Partners integrate with the Toast platform by using Toast APIs. Partners can get information about which restaurants they have access to through a Toast API. When you select an integration from the Browse & purchase integrations page, that integration partner is notified and receives information about your restaurant the next time they request information about the restaurants they have access to. For more information about the way partners determine which restaurants they have access to, see Restaurant connections.

Note

The list of restaurants that an integration partner has access to in the Toast platform is updated immediately when a restaurant employee adds that integration partner on the Browse & purchase integrations page. It can take up to 15 minutes before other Toast APIs (for example, the orders API or the labor API) update their access lists and allow the partner to perform operations at a restaurant. Please note that in some cases, even after the 15-minute delay, it may require a few attempts before newly connected restaurants become accessible.

To select the integration partners that have access to your restaurant on the Browse & purchase integrations page, you must have the Account Admin > Manage Integrations access permission.

To add an integration

  1. Access Toast Web.

  2. Choose Integrations > Integration management > Browse & purchase integrations.

  3. Find the integration partner you want to add, and click Add Now.

    Note

    The Add Now button might differ depending on the integration and whether you have access. For example, the button can also be Learn More or Sign Up, indicating you need to take additional steps to add the integration.

  4. If you have multiple locations, use the Select Locations drop-down to select which restaurants you want to add the integration to, and click Apply.

  5. If necessary, on the Add Partner page, click Confirm.

  6. Choose Integrations > Integration management > Configure integrations to open the My integrations page.

  7. Next to the integration you added, click the gear icon. A pop-up window opens.

    Note

    You can use the plus icon to add additional locations to an existing integration.

  8. Optionally, enter the identifying information if you received identifiers from the partner organization. This configuration information might be used by the integration partner to identify your parent company and specific restaurant locations. The Toast platform does not require or use this identification information.

    Important

    If there are multiple restaurant locations, you need to add an identifier for each one.

  9. Select Apply.

  10. When the Toast API services update the list of restaurants that the partner has access to, that partner is able to find your restaurant information. It can take up to 15 minutes before other Toast APIs (for example, the orders API or the labor API) update their access lists and allow the partner to perform operations at your restaurant.

  11. Make sure that you have completed all setup steps that are required by the integration partner. This procedure gives the partner access to your Toast platform restaurant. It does not activate any services that the integration partner provides.

For more information about adding integrations, see this Toast Central article.