This is a guide to help guide how setup your Toast POS dashboard to allow integration with INFI through our third-party partner, Chowly.
Setting Up Toast Partner Connect w/ Chowly Integration
First, please ensure that you are subscribed to Toast Partner Connect and have the “Chowly” integration activated. To do this
- Please go to your “Integrations” page by finding it in the lower half of the left navigation panel on your home page. Select “Browse & purchase integrations” from the following page.
- Select Subscribe Now at the top of the page then follow the checkout process. Please remember that the $25 fee for Toast Partner Connect is covered by INFI! We will credit your account on file for this fee monthly. You may also add any additional locations you will be using with INFI during this checkout process.
- On the next screen, you will receive your confirmation of Toast Partner Connect. Select Set up Toast Partner Connect and this will lead you to the Add Integrations page of Toast Web. Here is where you can search for Chowly and add the integration.
Configuring Your Toast Dashboard
Setting Menu Properties to share with INFI via Chowly
- Please assure you are in the correct location in your Toast Dashboard. If you have multiple locations you are onboarding with INFI, these steps must be completed for each individual location.
- After confirming your correct location, please navigate to “Edit Menus” and make written notation of the menus from the following page list that you want combined into the kiosk menu.
- In each of those individual menus, please navigate to the “Advanced Properties” section and make sure the “Online orders: ordering partners” box is checked on. This allows Chowly to pull the menu to send to INFI and a very important step to confirm!
Setting Your Payment and Dining Options
To configure your Toast POS to receive orders and transactional data from INFI, you will need to set up payment and tender types to associate with INFI. Please do the following:
- On your Home page, scroll down towards the bottom of the page and find the Kitchen/Dining Room section then select “Dining Options” under this section. Please note there are two sections called “Kitchen/Dining Room” but only one will have the “Dining Options” under it.
- On the Dining Options page, please select the “+Add” button and in the generated field, name the option INFI and set it’s Behavior to Takeout. Save and publish your changes.
- Return to your Home page, scroll back down towards the bottom of the page and now find the “Payments” section then select “Other Payment Options” under this section.
- On the Other Payment Options page, please select the “+Add” button and again, in the generated field, name the option INFI. Upon hitting the save button at the top, you will be taken to another page to configure this new option; all of the default settings are correct and you may simply publish your changes and return to the home page.
Finishing Touches for Completion
At this point you have successfully configured your Toast dashboard to communicate with INFI!
As a last step, please share the following with your Customer Success Manager:
- Your Business’ contact information, including store address and in-store number for each location.
- The list of menus you want combined and sent to the kiosk that you have configured
- Where in Toast you would like us to pull your store hours from. This is optional and can be programmed on the kiosk console directly as well.
The CSM will share this information, along with confirmation of your dashboard being prepared for syncing, with Chowly. They will generate a key for INFI and share a preview of your current live menu that will be pushed to the kiosk over the next 2-3 business days. Your CSM will share this menu with you to confirm accuracy and then INFI can proceed to finish set-up and testing on our end over the next 3-4 business days.