Get Started With the Incentivio Integration

In this Article:

• Incentivio Integration Features
• Enable the Incentivio Integration With Toast
• Onboard With Incentivio
  • Configure the Incentivio Loyalty/Gift Card Integration in Toast Web
  • Configure the Incentivio Online Ordering Integration in Toast Web
• Incentivio Integration: Troubleshooting and Support

Incentivio Integration Features

Incentivio provides online ordering, loyalty, gift card, and marketing/CRM integration for Toast customers looking to grow their digital guest experience. Leveraging Toast’s menu, orders, and credit card data, Incentivio allows customers to white label their mobile app and online ordering, unlock advanced menu management, issue loyalty incentives and gift cards, run data-driven marketing campaigns, and utilize dynamic insights to better understand their guest segmentations. 

Back to top

Enable the Incentivio Integration With Toast

1. To enable the Incentivio integration with Toast, log into Toast Web and navigate to Integrations > Integrations management > Browse & purchase integrations.
2. Enter Incentivio in the search field and select Add Now.
3. Review the data scope visibility terms and conditions and select Confirm to accept. For more information, see the article. If you have multiple locations, select a location from the drop-down menu.
   1. Note: Your restaurant must have access to Toast Partner Integrations to add this integration. To learn more about Toast Partner Integrations, see this Support Center article: .
4. Once completed, Incentivio’s Support/Onboarding team will schedule a kickoff call and start the implementation process. The onboarding and setup process is usually completed within four to six weeks and may vary depending on your requirements.

Onboard With Incentivio

Incentivio’s team will work directly with you to ensure your menus and settings work to specification within Incentivio and Toast.

Configure the Incentivio Loyalty/Gift Card Integration in Toast Web

In order to complete the Incentivio Loyalty integration, you will need to enable your Loyalty settings in Toast Web by following the steps indicated in this Support Center article, .

Configure the Incentivio Online Ordering Integration in Toast Web

In order to complete the Incentivio Online Ordering integration, you will need to configure your Other Payment Option and Takeout/Pickup and Delivery dining options in Toast Web using the naming convention indicated below:

• To set up an Other Payment Option named “Incentivio”, follow the steps indicated in this article: .
• To set up your Takeout and Delivery dining option using the naming convention below, follow the steps indicated in this article: .
  • Incentivio Takeout
  • Incentivio Delivery

Incentivio Integration: Troubleshooting and Support

For any questions or technical issues relating to the Incentivio integration, you can send an email to:

• Email:
• Phone: (855) 647-4137