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Simphony POS - Marketman

This article outlines the steps and information required to onboard your Simphony POS - Marketman integration

Vincent Verschueren avatar
Written by Vincent Verschueren
Updated over a week ago

Integration description

This is a very simple one-way integration which synchronizes your Simphony POS and Marketman environments.

When first set up, the connection syncs all of your Simphony POS categories, items and modifiers into Marketman for menu creation.

The connection also sends sales information from the Simphony POS into Marketman once a day so that the Marketman stock count can be adjusted correctly.

New connection request

To request a new Simphony POS - Marketman connection, please reach out to your Marketman representative. They will inform Omniboost and make the necessary Marketman credentials available. Once you've done that, please follow the steps below to create and share the necessary Simphony POS information.

Simphony API accounts

The Simphony POS makes information available to 3rd parties like Omniboost using two different APIs: Transaction Services API and Business Intelligence API. Omniboost needs access to both, one to fetch daily sales and the other one to fetch the full list of menu items to be synced to Marketman.

  1. Create API Account for Simphony Transaction Services API

The step-by-step instructions on how to set up the Transaction Services API account are linked here in this Simphony help guide. Please make sure to create the account using the info@omniboost.io email.

Below is a table with a list of all of the required information related to the Simphony Transaction Services API. In the source column below, you will see that some information is automatically sent to Omniboost after you create the API account. All the rest needs to be shared via email with your Omniboost onboarding specialist.

Variable (in JSON)

Example Format

Source

simphony_client_id

T1Bplcfi402356IyYWMtNGE3y9xcThhYTM1MGJmNWNmMw==

Manually sent by client via email

simphony_username

P12345_BI_DEF

Manually sent by client via email

simphony_password

We set ourselves using the link in email we get. Example email shown below. If password link expires, you will be shown the option to reset it which will send a request to the client.

Created/reset via link in automated email (example shown below)

simphony_organization_shortname

ABC

In automated email (example shown below)

simphony_location

p12345

Manually sent by client via email

simphony_revenue_centers

Please provide the revenue center codes [11, 13 etc] .

Manually sent by client via email

simphony_base_url

Manually sent by client via email

simphony_auth_url

Manually sent by client via email

Example automated email that Omniboost will receive to info@omniboost.io once you've created our API account. We should receive one email for each of the two API types.

2. Create API Account for Simphony Business Intelligence API

The step-by-step instructions on how to set up the BI account are linked here in this Simphony help guide. Please always create the account using the info@omniboost.io email.

Below is a table with a list of all of the required information related to the Simphony Business Intelligence API. In the source column below, you will see that some information is automatically sent to Omniboost after you create the API account. All the rest needs to be shared via email with your Omniboost onboarding specialist.

Variable (in JSON)

Example Format

Source

simphony_bi_client_id

T1owedrhfslgjslv nshdklse1MGJmNWNmMw==

Manually sent by client via email

simphony_bi_username

P12345_BI_ABC

Manually sent by client via email

simphony_bi_password

We set ourselves using the link in email we get. Example email shown above.

Created/reset via link in automated email (example shown above)

simphony_bi_organization_shortname

ABC

In automated email (example shown above)

simphony_bi_location

p12345

Manually sent by client via email

simphony_bi_revenue_centers

Please provide the revenue center codes [11, 13 etc] .

Manually sent by client via email

simphony_bi_base_url

Manually sent by client via email

Pipeline configuration and testing

Once you've shared all the necessary information with your Omniboost onboarding specialist, they will use that information to configure your new Simphony POS - Marketman connection. When the pipeline has been configured, the categories and items from your Simphony POS environment will be synced to Marketman.

Before the integration is set to automatically transfer data, a test data set containing daily Simphony sales will be pushed into Marketman. You will then be asked to review and confirm the data is correctly transferred. Once you've signed off on the data accuracy, the integration will be set live by your onboarding specialist.

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