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Onboarding Guide | Toast to Infor HMS

By Omniboost

Updated today

Guide Overview

This guide offers comprehensive instructions on establishing and customizing the integration between Toast and Infor HMS through DataHub to be able to post room charges. Everything you will be going through in this documentation:

  • Accessing DataHub:

    • Creating an account for the Omniboost DataHub.

  • Configuring POS (Toast) Settings:

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

  • Configuring PMS (Infor HMS) Settings:

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

  • Configuring the mapping:

    • Precise instructions for aligning POS product categories with itemizers from Infor HMS.

  • 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.

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

AI Video Walkthrough
For a general step-by-step explanation of the onboarding process, you can watch our AI-powered video guide here: Connecting Toast to your PMS

Integration Setup Requirements

What you need beforehand:

  • The email with login credentials for the Omniboost DataHub (received from no-reply@omniboost.io)

  • Toast will have created the room charge button. This button will appear in your Toast settings on the Omniboost DataHub

  • The mapping worksheet that you received from Infor HMS, filled in (for any help contact Infor HMS)

  • Make sure to create a test room to perform a test booking

  • A handheld or terminal from Toast

In the example below, you will see part of the mapping worksheet that will be important.

Important: You cannot finish the onboarding process without having filled in the worksheet.

Now that everything is all set for the integration you can log in to the Omniboost Datahub.

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 DataHub:

    • 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. 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.

Step 1: 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' or 'Gratuity'. This description will be used for the transaction code.

  3. Split Tax:

    • Disable the Split Tax checkbox for this integration.

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

Step 2: Configuring PMS (Infor HMS) Settings

  • Default Analyses / Payment Code: Fill in the number '99' for both default codes, this will be used in case of an empty mapping field.

  • VAT/TAX Buckets: Fill in the tax rate number from your Infor HMS mapping worksheet.

  • Revenue Center ID: Enter the revenue center numbers from your Infor HMS mapping worksheet.

  • Timezone: Select the time zone from the property

  • Time Mappings: Fill in the meal periods hours and numbers, be sure that all hours are the same as on the Toast Web under the function ‘Service Hours’ and the numbers on your Infor HMS mapping worksheet.

Use the following link to learn how to view the Service Hours: Set Up Restaurant Hours and Services

Important: This setup example applies to the Restaurant location. If your hotel has multiple locations, ensure you are configuring the correct one. Double-check the location displayed in the top-left corner to confirm you're setting up the settings for the Restaurant or the intended location.

Step 3: Configuring the mapping

To get your systems synced, you'll need to link your Toast categories to your itemizers from your Mapping Worksheet.

  1. Sales Categories: On the left side of your screen, you’ll see your Toast Sales Categories. Match each of these to an Itemizer from your worksheet (e.g., Sales 1, 2, 3...).

  2. Service Charges:

    1. If you’ve set up adjusted service charges in Toast:

      • Add a specific Sales Category/Itemizer for service charges in your Mapping Worksheet.

      • Enter that number for all service charges here in Datahub.

  3. Payment Methods: you can map all Payment Methods to the fallback itemizer ‘99’.

Once you’re done, don’t forget to click the ‘Save Mapping’ button at the bottom of the screen!

Important: If your property has multiple floors or revenue centers, you’ll see each of them listed at the top of the mapping page. For this integration, it’s sufficient to complete the mapping for the first floor only, the remaining pages can be left blank.

Step 4: 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: Make sure to void your invoice when you are done testing. This will also automatically configure in Infor HMS. Learn how in the following article: Void Items, Payments, and Checks

If you ever want to change an item in Toast after the room charge has already been sent through, please void the entire receipt and change the item that needs to be changed and make the new room charge (updating the receipt does not work).

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

Common issues

If a Toast popup displays "Payments through Infor HMS 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’.

  • Go to 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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