Before starting your Toast – Xero software name onboarding, carefully review the "Ensuring your accounting data is accurate" section below. This will help you understand how the integration works and how your team must manage your Toast bills and items to ensure your accounting information is accurate and easy to reconcile.

Your Toast environment offers a great level of flexibility which allows your team to manage open items and bills with a delay and to make modifications to your data up to 90 days later. While this is operationally convenient, it can have a negative impact on automating the transfer of your Toast financial data into your accounting system.

All of your financial data must be finalised in Toast before it can be transferred to your Xero accounting system. This allows your team, or any auditor, to reconcile the data between your accounting software and your Toast environment.

To make sure your data transfer is accurate, your team must follow the best practices outlined below:

If you wish to have your Toast data sent to Xero the following day, your team will have to make sure that there are no items or bills left open by the end of each day. Please note that no changes made after the daily data transfer into Xero will automatically be picked up by the integration.

If you know that your team is unable to close all items and bills on the same day but can consistently do so within a specific timeframe, example 2 or 3 days later, then your Toast – Xero integration can be configured to automatically transfer data after that period. Please note that no changes made after the daily data transfer into Xero will automatically be picked up by the integration.

As changes to previously sent data are not automatically transferred, if you chose to modify historic data, you must also resend that data to your Xero environment. This can be done by:

Without adhering to the best practices listed above, your team will not be able to reconcile your Xero journals with Toast for any dates with open items, bills or past modified data.

To get started with your new Toast – Xero connection, the Omniboost team needs your Toast Property GUID. This can be requested via your Toast marketplace.

These credentials will be used to connect to your Toast environment and fetch information required for the onboarding including the sales categories, payment types, revenue centers etc.

The Omniboost onboarding team will create your new profile in our onboarding platform. When your new profile is ready, you will receive an email with all information required to start the onboarding process.

To enable the Omniboost team to support you throughout the lifetime of your integration, please create an account that allows Omniboost support team to access your Toast backend.

The Omniboost team will only use this account to view additional details about your Toast configuration and reports. No changes will ever be made without receiving your written permission beforehand.

To create the account please follow the instructions outlined in this Toast help article. Please use the info@omniboost.io email.

Before starting the onboarding process, it’s important that both of the systems we will be connecting are fully configured.

In Toast, please make sure that your environment has all sales and payment types, revenue centers etc that you will be using finalized.
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In Xero, please make sure that your chart of accounts, cost centers and tax rates are all configured.
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As information will be fetched from both systems, making sure that both are correctly configured will help provide a smoother onboarding process.

Please follow the link in the onboarding email to access the onboarding form. If you did not receive the email, please double-check your spam folder. If you have any issues with the email link or any other questions, please contact us via pos-support@omniboost.io.

IMPORTANT: The onboarding steps in the form linked in the email are best completed by a member of your team that is familiar with your accounting process. Specifically, they will need to confirm how and where the integration should be posting the Toast financial information into Xero.

If this task should be completed by another member of your team, please forward the onboarding email to them.

Clicking the link in the email will redirect you to the onboarding form. The first step you will be asked to complete is to connect to your Xero environment. To do so, click the Connect button in the bottom right corner of the screen.
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You will be redirected to the Xero login screen. If you have more than one Xero environment, please make sure to connect with the credentials of the environment that should be receiving data from Toast.
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Once you connect to the correct Xero environment, you will automatically be redirected back to the onboarding form. Here you will see whether the authentication was successful.

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If you have one environment with multiple tenants, you will be able to select the correct tenant after authenticating.

To continue to the next step, please click Confirm and Continue.

IMPORTANT: If there are any issues with your connection to Xero, the message received from Xero will be shown on the screen.

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If the connectivity issue is caused by incorrect credentials or the like, please make sure you have entered the correct details and try once again.

If you are still unable to connect, please reach out to our support team. Throughout the onboarding process, you can easily submit a ticket to our support team using the Help icon found in the bottom right corner of the screen.

When submitting a ticket, please provide as much detailed information as is available to help our support team troubleshoot the issue faster.

Now that we’ve successfully connected both your Toast and Xero environments, we kindly ask that you provide us with the information needed to correctly configure your new integration.
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Please note that some fields are required and without completing them, you will not be able to proceed to the next step. Please review and complete all applicable fields.
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If a field is not marked as required and it does not apply to your operations, then you are able to leave it blank.
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If you need more information about a specific field, please hover your mouse over the information tool tip icon shown next to each of the fields.

Once you’ve provided all applicable information, please click Confirm and Continue.

Note: By clicking Confirm and Continue, the information you’ve already provided will be saved and available in case you have to pause the onboarding process at any time.

You will be able to return to the correct step in the form at any time by using the link in the onboarding email.
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This is the final step in the onboarding process. Here you can see the different sections representing various categories we have pulled from your Toast environment including sales categories, payment types, tax levels, discounts and revenue centers.

For each value shown on the left, please provide the relevant Xero code to confirm where in Xero this information must be posted. Please repeat for each item in each category.

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If you need to add things to your Toast or Xero environments, please make sure to refresh the page and allow a few minutes to pass for the new values to be available in the form. If you find items that exist in your Toast or Xero environments but are not visible in the onboarding form, please let us know by clicking on the Help icon in the bottom-right corner and submitting a ticket to our support team.

Once you’ve provided all required and relevant information, click Confirm and Continue.

Thank you for providing all of the information needed to set up your new Toast – Xero connection!
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Before we can inform our onboarding team to start setting up your integration, please take a moment to review and confirm our Terms and Conditions as well as Privacy Policy. When you’ve done that, please mark both boxes and click Continue.

The Omniboost team has been notified that you’ve completed the onboarding form. Your integration will now be scheduled for setup. Once the setup is complete, the team will generate a test journal and push it to your Xero environment.

We will notify you and kindly ask that you review the test information and confirm that everything is correctly posted and reconciles with your Toast environment daily reports.

Once you’ve confirmed that all Toast data has been correctly posted to your Xero environment, our onboarding team will enable your new connection and start the automated daily transfer.