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Onboarding Guide | Toast to Maestro

By Omniboost

Updated this week

Guide Overview

This guide offers comprehensive instructions on establishing and customizing the integration between Toast and Maestro 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 (Maestro) Settings:

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

  • Configuring the mapping:

    • Precise instructions for aligning POS product categories with device codes and types from Maestro.

  • 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 Maestro with this integration at this time.

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 Maestro, filled in (for any help contact Maestro)

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

  • A handheld or terminal from Toast

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

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

Important: Please read the entire guide first so that you understand the next steps and what you need to do.

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. 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.

Step 0: 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. Check the connection in order to start the setup

  3. 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', 'Gratuity'. This description will be used for the transaction code.

  3. Meal Periods & Split Tax:

    • Ensure the options “Use Meal Periods” and “Split Tax” are disabled. These features are not compatible with the integration, so please avoid enabling them.

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

Step 2: Configuring PMS (Maestro) 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

  • Timezone: Select the time zone from the property

  • Revenue Center ID: Fill in the revenue center numbers from your Maestro mapping worksheet

  • VAT/TAX Buckets: Enter the tax rate number from your Maestro mapping worksheet

  • 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 Maestro mapping worksheet

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

Step 3: Configuring the mapping

On the left side of the screen, you will find the sales categories, payment types and service charges from Toast and you will need to link these to a category number from the mapping worksheet (example Sales 1, 2, 3 or..). All payment types will have number ‘99’, idem for the service charges.

Important: If your property has multiple floors or revenue centers and you apply the same settings for all, the system will automatically implement these settings across all floors—even if they aren’t visibly displayed.


If you prefer to map settings separately for each floor, update them individually using the floor buttons at the top.

Additionally, if you have other Toast locations (e.g., Market, Rooftop), ensure you set up the integration for each location following the same process as the Restaurant.

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: After testing, make sure to void your invoice. This action will automatically sync with Maestro. 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 “No guest found,” it’s likely because the room charge is not enabled in Maestro.
​

How to resolve this issue:

  • Ensure the guest is not marked as a cash guest. Check the 'Payment Info' in the reservation details.

  • Navigate to the room reservation information and confirm that the ‘No Post’ field is disabled.

  • In the room reservation info, click ‘Interface Options’ and ensure that ‘Disable Charges to Room’ is disabled.

If a Toast popup displays "Payments through Maestro 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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