Guide Overview
This guide offers comprehensive instructions on establishing and customizing the integration between Toast and Eviivo 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 (Eviivo) 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 Eviivo.
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:
Apple: Google Authenticator
Apple: Microsoft Authenticator
Important: This integration only supports room charges. Direct payments will not be processed to Eviivo 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
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 Eviivo:
Create a test room in Eviivo 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:
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.
Navigate to DataHub:
Open your web browser and go to
https://datahub.omniboost.io/
Enter Your Credentials:
Email: Input the email address you used to create the account.
Password: Enter the password you received in the email.
Select “Remember Me”:
Check the
Remember mebox to save your login details for future access.
Click “Login”:
Press the
Loginbutton to proceed.
Note: For a visual guide, please refer to the image below for further information:
Setting Up Two-Factor Authentication (2FA)
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.
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.
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.
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
Access the Next Screen:
After successfully creating your user and setting up Two-Factor Authentication (2FA), you will be directed to the next screen.
Click “Start Setup”:
On this screen, find and click the
Start setupbutton to begin configuring the integration.
Step 1: Configuring POS (Toast) Settings
Select the “On Room Payment Type”:
Choose the payment type that corresponds to Room Charges. Typically, this is labelled as Room Charge.
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.
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.
Important: Please click on “Next step” before proceeding.
Step 2: Configuring PMS (Eviivo) Settings
1. Configure the “Default Analysis Code”
In eviivo, create a charge type to use as the default.
Select that charge type here. Any item added in Toast without a mapping will post to this code.
2. Configure the “Default Payment Code”
Select the same default charge type you chose in step 1.
3. Configure the “Tip Code”
Select the eviivo charge type that tips should post to.
4. Configure the “Service Charge Code”
Select the eviivo charge type that service charges should post to.
5. Configure the “Service Charge Code with VAT”
Select the eviivo charge type that service charges that include VAT should post to.
6. Configure the “VAT Brackets”
For each tax rate set up in Toast, select the matching eviivo tax charge code.
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
Use the dropdown at the top of the mapping page to switch between revenue centers. On each page, you select an eviivo charge type for every Toast sales category and service charge in that revenue center.
If you want the same charge types for all revenue centers, complete only the first page. It is used as the default for any pages you leave blank.
Categories
The left-hand column lists your Toast sales categories. For each one, use the dropdown on the right to select the eviivo charge type it should post to.
Service charges
For each Toast service charge, select the eviivo charge type it should post to.
When all fields are complete, click Save and continue to save your full DataHub setup.
Important: The settings from the first mapped revenue center are automatically applied to every revenue center you leave unmapped, even though those settings aren’t visibly displayed on the other pages.
If you want different settings for a revenue center, map it separately using the revenue center selector at the top of the page.
If you have other Toast locations (for example Market or Rooftop), set up the integration for each one separately, following the same process as for 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: Make sure to void your invoice when you are done testing. This will also automatically configure in Eviivo. 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 Eviivo 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.