In order for us to begin the onboarding process, we require you to submit a request through the Toast Marketplace. This request provides us with the credentials we need to connect directly to your Toast account and retrieve your sales, payments, and other relevant data, which we then send to your accounting software.
Submitting the request will automatically redirect you to our onboarding platform, Base, where you can get started with onboarding right away. Note that this applies to all accounting packages except Sage Intacct, which requires an additional step before onboarding can begin in Base.
Only a Toast admin, or a user with sufficient permissions, is able to request an integration through the Marketplace. If you search for the integration and don't see an Add Now button, this is likely due to insufficient permissions on your account. In that case, check internally with your team to identify who holds the necessary permissions to complete this step.
How to request the integration
Log in to your Toast environment. From the home page, open the sidebar on the left and navigate to Integrations.
Next, select Browse & purchase integrations, where you'll see an overview of all the integrations Toast connects with.
Please use the following image as reference:
Once you've navigated to the correct page, enter the name of the accounting system you wish to connect with. It should end with "powered by Omniboost". Then click Add Now.
Please use the following image as reference, where we've used "Sage Intacct powered by Omniboost" as an example.
We hope this article has given you a clear and straightforward overview of how to request an accounting integration powered by Omniboost. If you have any further questions or feedback, please do not hesitate to reach out to your designated Omniboost agent or contact us directly at support@omniboost.io.