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Onboarding Guide | Toast to Maestro - Room Charges

By Omniboost

Guide Overview

Welcome to the Toast–Opera Cloud integration setup guide. This document outlines the steps required to configure your integration through DataHub, enabling room charge posting.

To ensure a smooth onboarding experience and successful deployment, please review and complete each section of this guide in the order presented. Following these instructions carefully will help ensure that all systems are configured correctly and operating as expected.


1. Request the Toast integration

To start the setup process, you must first request the “Toast to Maestro by Omniboost” integration via the Toast Marketplace.

This step is required for two reasons:

  • It allows Omniboost to receive the necessary credentials and information from Toast

  • It automatically triggers the onboarding process on the Omniboost side

    • You will automatically receive an email from Omniboost DataHub with instructions guiding you through the next required steps.

ℹ️ Note

If you have not done so already, you can find more information on how to submit the request in the Toast Marketplace here: How to request the Toast integration in the Toast Marketplace?


2. Integration Setup Requirements (Maestro)

Before you can begin setting up the integration, please ensure the following steps are completed.

Maestro server access

Maestro supports two server environments:

  • Maestro Hosted Server: Hosted and managed by Maestro. If this applies to your property, skip this section and move on to the next requirement.

  • Local Maestro Server: Hosted and managed by your hotel's IT team or an external IT provider.

Your IT team must create a Firewall Routing Rule to allow inbound TCP communications from the following Omniboost IP addresses, directed to your local Maestro Interface server:

  • 18.201.250.37

  • 52.51.59.121

  • 54.229.50.238

These IP addresses must be configured with routing rules to an external IP address and port. Once complete, share this external IP address and port with the Omniboost team. Once this is done, you can test the connection in DataHub (see Step 4).

Important

Don't forget to share your external IP address and port with the Omniboost team. The connection with Maestro can only be established when this information is configured on our end.

Mapping file

Working together with your Maestro representative, you will create an Excel mapping file that maps Toast revenue centers, sales categories, taxes, and service charges to Maestro transaction codes, like the example below. This file is a critical prerequisite for configuring the integration in DataHub. You cannot complete the onboarding process without it.

ℹ️ Note

Service charges are mapped as sales categories in the mapping file. This is intentional. Toast allows multiple types of service charges, and mapping them as sales categories enables these charges to be properly broken down and posted in Maestro.


3. Accessing DataHub

To access DataHub, follow these steps:

  1. Obtain Login Credentials:

    • After requesting the integration in the Toast Marketplace you will receive your person login credentials via email. If you haven't received them, kindly request them from your designated contact at Omniboost or send an email to 'pos-support@omniboost.com'

  2. Navigate to DataHub:

  3. Enter Your Credentials:

    1. Use the email and password provided Omniboost

  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.

DataHub login screen


4. Setting Up Two-Factor Authentication (2FA)

When logging into Omniboost DataHub for the first time, you will be prompted to set up Two-Factor Authentication (2FA).

This step is required and must be completed carefully, as you will need your 2FA device each time you log in going forward.

  1. Download a 2FA Application

  2. Scan the QR Code

    • Open your 2FA app

    • Select the option to add a new account

    • Scan the QR code displayed on the DataHub screen. This will link your account and start generating authentication codes.

  3. Generate and Enter 2FA Code

    • Your 2FA app will generate a new code every 30 seconds

    • Enter the current code into the DataHub screen to verify your setup

  4. Save Recovery Codes

    • Carefully store the recovery codes shown on the screen

    • These codes allow you to regain access if you lose your phone or 2FA app

Important

You will need your 2FA app every time you log in to DataHub.


5. Testing the connection with Maestro server

After logging in and completing 2FA setup, you will be directed to the connection screen. The first step is to confirm that a connection to your Maestro server can be established.

1. Enter the external IP address and port of your Maestro server.

  • Maestro Hosted Server: The Maestro team will provide the required IP address and port.

  • Local Maestro Server: Your hotel's IT team or external IT provider should supply the IP address and port.

2. Click Check Server to verify connectivity.

3. If the connection is successful, you will see a Server Online confirmation.

If the connection fails, DataHub is unable to connect to the Maestro server. Contact the appropriate team:

ℹ️ Connection failed?

  • Contact Maestro Support if your property uses the Maestro Hosted Server environment.

  • Contact your hotel's IT team or external IT provider if Maestro is hosted on a local server.

They will be able to assist in resolving the connectivity issue.


6. 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, click the Start Setup button to begin configuring the integration.

Start setup screen


7. Configuring POS Settings

Configuring the 'On Room Payment Type'

  • Select the payment type that represents room charges (typically named Room Charge)

  • This ensures that these transactions are recognized and sent to Opera Cloud as revenue only (not as payments)

If you do not see the Room Charge option in the drop down menu, please do send an email to pos-support@omniboost.io.

Fill in the 'Tip Name'

Define the description used for tip-related transaction codes in Opera Cloud.

  • Enter a name such as: Toast Tip, Gratuity

This name will be used as a description for the corresponding transaction code.

Enable or disable 'Split Tax'

Enable the Split Tax checkbox if you want to split out the different taxes. Otherwise, the system will use the total tax rate.


8. Configuring PMS Settings

Use your Maestro mapping worksheet to complete all fields in this section. All values must be numbers only unless otherwise noted.

Default Analyses Code and Default Payment Code

Enter 99 for both default fields. This value will be used whenever a mapping field is left empty, ensuring transactions are still posted even if a mapping is missing.

Time Zone

Select the time zone that applies to your property.

Revenue Center ID

Enter the revenue center numbers from your Maestro mapping worksheet. These values correspond to the yellow section of the mapping file.

VAT / Tax Buckets

Enter the tax rate numbers from your Maestro mapping worksheet. These values correspond to the red section of the mapping file.

Time mappings

Enter the meal period hours and corresponding numbers as defined in your Maestro mapping worksheet. These values must match the Service Hours configured in the Toast Web portal. These mappings correspond to the purple section of the mapping file.


9. Configuring the Mapping

In this step, you will map all sales categories, service charges, and payment methods from Toast to Maestro within Omniboost DataHub.

Navigation Tabs

At the top of the screen, you will see different tabs representing your Toast revenue centers (e.g., Dining Room, Patio, Bar). For this integration, only completing the first tab is required, you can ignore the other tabs.

Sales Categories

On the left side of the screen, you will see all sales categories pulled directly from Toast. On the right side, enter the corresponding Sales Bucket ID from your Maestro mapping file. These values correspond to the green section of the mapping file.

For example, if Food is mapped to Sales Bucket 1, enter 1 in the Food field.

Service Charges

Below the sales categories, you will see the service charges configured in your Toast environment. Map these using the pink section of the mapping file.

ℹ️ Note

Service charges must be set up in Maestro in the same way as Sales Bucket IDs in order for them to post correctly.

Payment Methods

All payment methods at the bottom of the screen can be mapped to 99. This integration supports room charge postings only and does not include a full revenue push, so all other payment methods are not actively used.

Final step: Click Save Mapping & Continue at the bottom of the screen. Make sure all required fields are completed, otherwise the page will not save.

Important

If you have multiple locations in Toast (e.g., Market, Rooftop), you must configure the integration for each location separately by following the same steps.

You can switch between locations using the dropdown menu in the top-left corner of Omniboost DataHub.


10. Testing the Integration

You can now test the integration using a Toast POS handheld or terminal with a checked-in room in Maestro.

How to run a test:

  • Create a new receipt on a Toast handheld or terminal

  • Select the payment method Room Charge

    • Note: this may be located under “More payment options”

  • Search for and select the correct room number

  • Close the receipt

Verify in Maestro:

  • Check the Logs page in Omniboost DataHub

  • Check if the transaction appears correctly in Opera Cloud

Test Adjustment (Recommended):

  • Void the receipt in Toast

  • Verify that the transaction is also voided or adjusted correctly in Opera Cloud

All transactions and potential errors can be reviewed in the logs within Omniboost DataHub, accessible from the left-hand menu.

Important

If you need to modify a receipt in Toast after the room charge has already been sent to Opera Cloud, you must void the entire receipt, make the necessary changes, and create a new room charge.

Updating an existing receipt will not be reflected correctly in Opera Cloud.


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