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Toast POS - Campspot PMS
Toast POS - Campspot PMS

This article outlines the steps and information required to onboard your Toast POS - Campspot integration

Vincent Verschueren avatar
Written by Vincent Verschueren
Updated over a month ago

Integration description

The features supported by the Toast - Campspot integration are listed below with a short description of each.

  1. Look up camp spots (customers) directly in Toast

The Toast - Campspot integration enables Toast users to look up and post charges to an active camp spot in their Campspot environment. Once set up, the integration displays a list of all the available camp spot names directly in Toast. Users can then select the camp spot that they want to post the Toast charges to.

2. Post Toast charges and gratuities to Campspot

The integration will post the total sum of Toast charges to the selected Campspot account. There is currently no price breakdown available per product or category.

If the integration needs to post gratuities/service charges from Toast, these will be posted separately from the remaining sum.

Payments are not included in the integration and all amounts charged through the connection are to be settled in Campspot. Each posting is linked to a Toast receipt for reconciliation purposes.

3. Posting refunds/corrections

Refunds or corrections can be made from Toast by posting the amount as a negative value.

New connection request

To request your new Toast – Campspot integration, please follow the steps below.

  1. Inform your Campspot representative that you would like to connect your Toast environment.

This step is important as the Campspot team will then share a unique identifier of your Camspot environment with the Omniboost team. This is needed for Omniboost to set up your new connection.

2. Request the Toast – Campspot connection via your Toast marketplace

Please go into your Toast marketplace and request your new Campspot integration. When you do this, the Omniboost team will receive a notification with unique identifier of the Toast location you are connecting. This information is then used to set up your new onboarding profile in the Omniboost DataHub platform.

When your new DataHub onboarding profile is ready, you will receive an email with your credentials. Before you login and start the onboarding process, please make sure to check your Toast Room Charge Payment method is ready as shown below.

Your Toast Room Charge Payment method

Before you can start your onboarding, your Room Charge Payment method in Toast must be set up. This step is important because it enables your team to connect to your Campspot environment and select the camp spot you want to post charges to during the payment process in Toast.

To do this, please log into your Toast environment and select the Toast location you are connecting to. From the main menu on the left-hand side, go to Payments.

From there, go to Payment methods -> Other payment options.

If this payment type is configured, you will be able to see it in the overall listing of Other Payment Pptions as shown below.

If you'd like to change how the button name is displayed in your Toast environment, you can do so by clicking on that payment option and modifying the Name field as shown below.

Completing your DataHub profile

When the Omniboost team has set up your new integration onboarding and management profile, you will receive an email with your credentials. Please use those to log into our DataHub platform.

Here you will be asked to answer a few questions and provide information needed to set up your new connection as shown in the example below:

  • Select the correct Toast payment type via the drop-down menu

  • Fill in the ‘Gratuity’ (or ‘Tip’) field, this will be used as a description of the transaction code

  • ‘Use Meal Periods’ and ‘Split Tax’ needs to be disabled, for this integration

  • Click ‘Next Step’ on the right

Follow this logic to complete all fields required for this connection and make sure to save your progress.

Testing

After you complete all the necessary fields, please test the following scenarios:

  1. Look up an active camp spot directly from Toast

  2. Post a room charge from Toast to Campspot

  3. Post a service charge from Toast to Campspot

  4. Post a refund (negative charge) from Toast to Campspot

If all actions are working correctly, Congratulations! Your integration is now set up and ready to use!

If you experience any issues during or after this initial testing, please contact the Omniboost POS support team via pos-support@omniboost.io.

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