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Onboarding Guide | Toast to WebRezPro

By Omniboost

Updated over a week ago

Guide Overview:

This guide offers comprehensive instructions on establishing and customizing the integration between Toast and WebRezPro through DataHub to be able to post room charges. It comprises the following sections:

  • Accessing DataHub:

    • Instructions on how to log in to our system, DataHub.

  • Configuring POS (Toast) Settings:

    • Step-by-step guidance on configuring your POS settings in DataHub.

  • Configuring PMS (WebRezPro) Settings:

    • Step-by-step guidance on configuring your PMS settings in DataHub.

  • Testing the integration:

    • After configuring the integration, you'll be able to test the integration.

  • Common issues:

    • While testing and using the integration, you may come across some common issues.

To access DataHub, you'll also require an Authenticator app on your phone for the 2FA. We recommend using one of the following free apps:

Important: This integration only supports room charges. Direct payments will not be processed to WebRezPro with this integration at this time.

Integration Setup Requirements

Before you're able to start connection these two systems to each other and continue with the onboarding, the following information must be ready:

Access to DataHub:

  • You must have a DataHub account ready before proceeding. Credentials are sent from no-reply@omniboost.io. Please check your inbox to confirm you have received them.

Test room in WebRezPro:

  • Create a test room in WebRezPro before starting the onboarding process. This allows you to test the integration immediately after completing onboarding.

Toast Terminal:

  • To test the integration, you will need a handheld or terminal device from Toast. Ensure one is available for the setup process.

Access DataHub

To access DataHub, follow these steps:

  1. Obtain Login Credentials:

    • Ensure you've been provided with login credentials by an Omniboost support agent. If you haven't received them, kindly request them from your designated contact at Omniboost.

  2. Navigate to DatHub:

    • Open your web browser and go to https://datahub.omniboost.io/

  3. Enter Your Credentials:

    • Email: Input the email address you used to create the account.

    • Password: Enter the password you received in the email.

  4. Select “Remember Me”:

    • Check the Remember me box to save your login details for future access.

  5. Click “Login”:

    • Press the Login button to proceed.

Note: For a visual guide, please refer to the image below for further information:

Setting Up Two-Factor Authentication (2FA)

  1. Log In to DataHub:

    • Ensure you are logged in to DataHub with your credentials.

  2. Initiate 2FA Setup:

    • Locate and click on the Enable button to start the Two-Factor Authentication (2FA) setup process.

  3. Follow the Instructions:

    • Follow the on-screen instructions to complete the 2FA setup. This involves linking your account with an authentication app (e.g., Google Authenticator, Authy) on your phone and entering a verification code.

  4. Complete Setup:

    • Once the 2FA setup is complete, confirm any additional steps or settings as prompted.

Important: Enabling 2FA is a crucial step to enhance the security of your account. Make sure to follow all instructions carefully to ensure that 2FA is properly configured. If you skip this step, you won’t be able to log in again. If you accidentally do this, please reach out to pos-support@omniboost.io.

Steps to Set Up 2FA:

  1. Scan the QR Code:

    • On the screen where you clicked Enable, you will see a QR code.

    • Download a 2FA app such as Google Authenticator or Microsoft Authenticator on your smartphone.

    • Open the app and use it to scan the QR code displayed on the screen. This QR code will set up your 2FA codes.

  2. Generate and Enter 2FA Code:

    • The 2FA app will start generating a new authentication code every 30 seconds.

    • Enter the current code from your app into the provided field on the DataHub screen to complete the setup.

  3. Save Recovery Codes:

    • Make sure to note down the recovery codes displayed on the screen.

    • These recovery codes can be used to access your account if you lose access to your 2FA app.

  4. Complete Setup:

    • Follow any additional prompts to finalize the 2FA setup.

Important: Ensure you store your recovery codes in a safe place. They are essential for accessing your account if you ever lose access to your 2FA app.

Starting the Integration Setup

  1. Access the Next Screen:

    • After successfully creating your user and setting up Two-Factor Authentication (2FA), you will be directed to the next screen.

  2. Click “Start Setup”:

    • On this screen, find and click the Start setup button to begin configuring the integration.

Configuring POS (Toast) Settings:

  1. Select the “On Room Payment Type”:

    • Choose the payment type that corresponds to Room Charges. Typically, this is labelled as Room Charge.

  2. Configure “Tip Name”:

    • Customize the description for tips based on your preferences. For example, you can name it Tips, Gratuity, or any term you prefer. This description will be used for the transaction code.

Note: For a visual guide, please refer to the image below for further information.
​

Important: Please click on “Next step” before proceeding.

Configuring PMS (WebRezPro) Settings:

  1. Configure "Timezone":

    • Ensure you select the correct timezone from your property.

Configuring the mapping:

The integration is now nearly live, the next step will be to conduct testing to ensure it functions properly.

Important: If you have other Toast locations (e.g., Market, Rooftop), ensure you set up the integration for each location following the same process as this one (see other locations on top left).

Testing the Integration

You can now test the integration using a Toast handheld or terminal with either an available room or a test room. All transactions and any errors can be viewed in the logs within the Omniboost DataHub, accessible on the left side of the screen.
​

Important:

  • After testing, make sure to void your invoice. This action will automatically sync with WebRezPro. For detailed instructions, refer to the article Void Items, Payments, and Checks

  • If you need to change an item in Toast after a room charge has already been processed, you must void the receipt, update the item, and create a new room charge. Directly updating the receipt will not work.

If you encounter any issues, contact pos-support@omniboost.io for assistance.

Common issues

If a Toast popup displays "Payments through I submitted my leave request, but I overlooked the date you won’t be available. WebRezPro are currently unavailable," double-check that all sales categories are properly linked to the items in Toast.

How to resolve this issue:

  • Go to ‘Menus’.

  • Navigate to ‘Advanced Properties’.

  • In the dropdown menu on the right, select ‘Sales Category’.

  • Ensure that every ‘Sales Category’ is filled in.

  • Click ‘Save’ and then ‘Publish’.

If you encounter any other issues, please reach out to pos-support@omniboost.io for further assistance.

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