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Connecting POS to Tanda via Integration
Connecting POS to Tanda via Integration

POS Integrations in Tanda and how to connect them

Updated over 7 months ago

Tanda has integrations to many common POS systems that you may use in your business.

There are varying methods to getting these setup depending on which POS system you use. This guide gives a general run down of how to check if an integration exists, and where to begin in terms of getting it connected.

Connecting a POS Integration

You can view a selection of POS Integrations that exist via the setting cog drop-down in the top right of Tanda and heading to Integrations.

On the left hand side there are sections titled POS Integrations and Demand Data Integrations.

Tanda currently has integrations with many POS systems, and many of these are listed on the above pages. Check across both pages to look for your system.

When on the POS Integrations page you will need to click the green button in the top right of Tanda to start looking for your system:

If you find your integration on these pages for some you can simply follow the prompts to login and link your accounts. Some systems will require contacting the other provider to configure something.

if you are in doubt about this contact Tanda support and we will assist.

There are some providers who aren't listed on these pages but they do support integrating to Tanda via a direct method they will configure for you. You can view some of these here in our help guides or check our main website for a listing to confirm.

Again if in doubt ask our support team to clarify and also check with your POS provider and they will also be able to advise if something exists.

Different systems have different import times, ranging from every 15 minutes to daily, however once you have connected your system, this will automatically import your data.

Upon initial connection the integration will often bring in some historical data from the POS system - generally 30 days (but sometimes longer). This will give you a basis for forecasting sales.

If your system isn't listed there are still other options for getting data into Tanda manually via CSV or spreadsheet imports.

Checking your Data is flowing through Data Streams

Once your integration has been made the POS information flows into Tanda as a data stream (or multiple data streams). Data Streams can be viewed via clicking on the Manage Data Streams link seem on the left hand side of Tanda when in the Integrations section of the product we have been working in earlier in this article:

A data stream in Tanda can represent different things with regard to the POS system depending on how it has been built.

Most commonly - one data stream will be the revenue data for one of your locations in your POS system:

In this example the name of a data stream should relate to the name of a location in your POS system - we have 3 locations here called Bears, Ottimo and Windsor.

Some POS Integrations can bring in data split by POS terminal, and also by category of sale (e.g. Food vs Beverage) depending on how thgei were built. If unsure - have a look at help guides in Tanda or with your POS provider; and reach out to support if still unsure.

In these instances the name of the data stream should be fairly clear to you in terms of how your POS data is set up in the POS back office.

You can click on a data stream to view the sales data that has flowed through to Tanda from the POS system:

In the example above we can see sales on the graph indicating the integration is working as expected. When trouble shooting this a good place to begin checking if an integration is live or not - hovering on dates will show you what Tanda has received from the system.

Ensure business hours are set correctly

In Tanda each location has a business hours field. This field tells Tanda the hours your business is operating - and on what "day" sales should apply to.

For instance for a business with sales that occur after midnight, but these sales are attributable to the date on which trade began (like a pub or nightlclub trading late) - we would want to set the business hours so that Tanda knows the venue closes at say 3am. Its always good practive to include a "buffer" in case sales are closed off after the official closing time as managers finalize things in the tills.

You should also try to include any hours which employee(s) may be scheduled - for instance an hour before opening for setup and after closing for shut down.

You can make this change by navigating to Workforce > Team > Edit Location (show advanced options). Scroll down and you will find the section show below:

Now that you have a live integration with your POS system you will need to "link" the revenue data with locations and teams in Tanda so that the right sales data shows when viewing things like rosters and reports in terms of filtering to one location or team.

FAQ's and Troubleshooting

What to check if your daily sales totals don't match your point of sales daily totals

If your business trades past midnight, check the 'business hours' settings in your location setup in Tanda by navigating to Staff > Locations > Edit > Show advanced options. The business hours determine the hours that are considered to be part of the respective day, so if revenue received after midnight is still considered to be part of the previous day's trade, adjust the business hours to capture time into the following day.

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