This help guide will explain how to connect the SWIFTPOS integration with Tanda, including step-by-step instructions for establishing the integration and common troubleshooting tips.
What Does This Help Guide Cover?
Step-By-Step Integration Instructions
1. To connect SwiftPOS with Tanda, start by clicking the settings cog icon in the top-right corner of your Tanda account and selecting "Integrations" from the drop-down menu.
2. Then, on the left-hand side, navigate to the section titled "POS Integrations."
3. Once on the POS Integrations page, click the green "New POS Integration" button, located in the top-right corner.
4. From the list of available integrations, scroll down and select "SwiftPOS v2."
5. The following screen will appear. Click “Connect to SwiftPOS v2” to proceed.
6. You will then be prompted to enter your SwiftPOS credentials, including your Client ID, Customer ID, and Clerk ID. If you're unsure of these details, it's best to contact your SwiftPOS reseller for more detailed assistance.
7. After the initial connection has been established, Tanda will import historical data from your POS system, typically covering the past 30 days, though sometimes more. This data helps form the foundation for forecasting sales within Tanda.
To ensure your data flows are set up correctly and accurately match your setup, please refer to our help guide: Check Your Data Flow.
Troubleshooting
Note: On initial connection, the SwiftPOS integration will pull through data for the past two days, and NOT for the full week. Data will flow through in increments specified on the data stream, or otherwise, every 15 minutes as a default.
To troubleshoot the connection from your SwifPOS BackOffice (Check with your SwiftPOS provider or your SwiftPOS reseller that the following configuration is complete):
Services - The following services need to be installed and running:
Permission - The following permissions need to be checked to access your SwiftPOS data:
Clerk ID
Authentication to SwiftPOS at a Venue: For more information, refer to SwiftPOS’ help guide: Authenticate A Venue with SwiftPOS Cloud.
Ensure the appropriate permissions have been granted to the Clerk Security Group configured in the Security Groups menu option in Back Office, namely:
Web: Web Api (ensure this option has been selected so all its sub-options can also be selected).
Client ID
Refers to the Cloud Client ID generated when the Location was activated.
Check that SwiftPOS has enabled your Clerk ID to use this connection.
Customer ID
Refers to the Customer ID associated with the swiftpos registration.
Also, check that SwiftPOS has enabled this ID for your registration.
For more troubleshooting information from SwiftPOS, please refer to their help guide: Getting Started.