Get Started With Gift Card and Loyalty Partner Integrations

In this Article:

• Gift Card and Loyalty Integration Overview
  • Reminders for Gift Card or Loyalty Integrations
  • Transition From Toast Gift Cards to a Gift Card Partner
  • Transition From Toast Loyalty to a Loyalty Partner
• Set Up a Gift Card or Loyalty Integration
• Disable a Gift Card or Loyalty Integration
  • Disable Gift Card Setup on Toast
  • Disable Loyalty Setup on Toast
• Re-Enable a Gift Card or Loyalty Integration
  • Enable Gift Card Setup on Toast
  • Enable Loyalty Setup on Toast
• FAQ/Troubleshooting
  • What does the POS workflow for Loyalty look like?
  • Gift cards can be keyed in but not swiped successfully
  • The Loyalty program keeps randomly turning off.
  • How can I determine if a gift card has been used before?
• Check Gift Card Balance

Gift Card and Loyalty Integration Overview

Toast works with several gift card or loyalty partners that you can use through an integration with your restaurant. In order to set up and establish these integrations, you'll need to first work directly with your gift card or loyalty partner. 

Prior to initiating these integrations, first confirm that:
 

1. You have an active account with a gift card/loyalty partner.
2. You have access to Toast Partner Integrations and are able to establish integrations.
3. You have the appropriate user permissions to enable/disable gift card and loyalty settings on Toast Web.

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Reminders for Gift Card or Loyalty Integrations

There are a few things to keep in mind when using gift card or loyalty integrations. 
 

• Your gift card or loyalty integration is configured for all locations that are within the “Gift Card and Loyalty Group”. A “Gift Card and Loyalty Group” combines all of your restaurant gift card and loyalty configurations into one. Only one “Gift Card and Loyalty Group” can exist and only one gift card and loyalty provider can be enabled per restaurant group.
• Using a gift card or loyalty integration requires that the restaurant has Toast Partner Integrations access for all locations looking to utilize the integration.
  • Note: Toast Partner Integrations are available as part of the Restaurant Management suites. Learn more here: .  
• Enabling or disabling gift card or loyalty settings in Toast requires permissions. The Gift Card Setup configuration requires the “Payments Setup” permission. The Rewards Program configuration requires the “Marketing Info” permission. For more detail on permissions in Toast, see the .
• If transitioning from Toast Gift Cards or Toast Loyalty to a gift or loyalty partner integration, make sure to export your Toast rewards data and/or gift card data and provide/import it into your partner’s system ahead of the transition.
• Once you switch to a gift card partner, all reports will only be available on the partner side. Toast does not show these reports.

Transition From Toast Gift Cards to a Gift Card Partner

If you are transitioning from the Toast Gift Card program to a gift card integration provider, your gift card data from Toast needs to be imported into your new gift card provider's database. This involves downloading the Gift Card Balances and Inactive Gift Cards reports from Toast Web.
 

If the transition to your new provider has already taken place in Toast and you require the gift card files for your integration partner, a temporary switch back to the Toast Gift Card module is necessary to download the files. Please contact Toast Support if you need to switch back to Toast Gift Cards to obtain these files.

You can export your gift card files, including Gift Card Balances and Inactive Gift Cards, by following these steps:
 

1. In Toast Web, use the left-hand navigation bar to select Reports > Payments > Gift Card Balances.
2. If there is more than one location in the restaurant group, make sure to select All Restaurants in the location drop-down.
3. Select all fields from Show / hide columns and select Update in the top right.
4. Export by selecting the download button next to the Show / hide columns dropdown.
   1. Note: Depending on the size of the file, it may take a few minutes for the download to begin. If the report contains more than 100,000 rows, the file will be incomplete. Contact Customer Care for assistance with getting the full file.
5. Repeat the above steps for the Inactive Gift Cards report.
6. Once the .csv files are downloaded, provide them to your gift card integration partner so they can import them into their database.

Transition From Toast Loyalty to a Loyalty Partner

If you are transitioning from the Toast Loyalty to a loyalty integration provider, your loyalty data from Toast needs to be imported into your new loyalty provider's database. This involves downloading the Rewards Cards report from Toast Web.
 

If the transition to your new provider has already taken place in Toast and you require the loyalty data for your integration partner, a temporary switch back to the Toast Loyalty module is necessary to download the files. Please contact Toast Support if you need to switch back to Toast Loyalty to obtain the file.

You can export your Rewards Accounts file by following these steps:

1.  In Toast Web, use the left-hand navigation bar to select Marketing > Loyalty.
2. Select Loyalty Members.
3. If there is more than one location in the restaurant group, make sure to select all stores from the location drop-down.
4. Select all fields from Show / hide columns and select Update in the top right.
5. Export by selecting the download button next to the Show / hide columns drop-down.
   1. Note: Depending on the size of the file, it may take a few minutes for the download to begin.
6. Once the .csv files are downloaded, provide them to your loyalty integration partner so they can import them into their database.

Set Up a Gift Card or Loyalty Integration

To set up a gift card or loyalty integration:

1. Connect With Gift Card or Loyalty Partner. If you're ready to use one of Toast’s gift card or loyalty integration partners, please reach out to that partner and provide them with your Toast Restaurant GUID(s) to start the integration process.
   1. If you do not know your Toast Restaurant GUID(s), you can download your Restaurant GUID report by copying and pasting the following link into your browser: .
   2. After providing your GUID information to the partner, the gift card or loyalty partner will handle its onboarding process (i.e., mapping your GUID information in their system). 
2. Gift Card or Loyalty Partner Contacts Toast. Once the onboarding process is completed on the partner’s side, the gift card or loyalty partner should contact Toast Integrations Support to have Toast configure the partner’s integration on the backend of Toast. After Toast completes the configuration, your gift card or loyalty integration will be available for use at the POS.
   1. Note: This configuration cannot be done by the restaurant and must be done by Toast.

Disable a Gift Card or Loyalty Integration

Disable Gift Card Setup on Toast

Gift card integration changes (toggling on/off) require the Payments Setup permission on the gift/rewards group level.

After a gift card integration is enabled, it can be disabled at any time on the Gift Card Setup page. Remember that disabling the integration is a group-level change, meaning that this change will turn off the integration for all locations in the gift card group. 
 

1. Navigate to Payments > Gift cards > Gift card setup in Toast Web.
2. Set the Enabled setting to No to turn off the integration.
3. Save and publish your changes.

Make sure to save and publish the change at all locations in the gift card or loyalty group as soon as you disable the integration setting. Use Publish Config to easily publish across all locations. Changing the setting will stop transmission of data to your gift card or loyalty partner, and publishing the change at each location will remove the “Gift Card” button on your POS screen. Don't forget this step! 
 

Disable Loyalty Setup on Toast

Loyalty integration changes (toggling on/off) require the Marketing permission on the gift/rewards group level.

After a loyalty integration is enabled, it can be disabled at any time on the Loyalty Setup page. Remember that disabling the integration is a group-level change, meaning that this change will turn off the integration for all locations in the loyalty group.
 

1. Navigate to Marketing > Loyalty > Loyalty settings in Toast Web for loyalty.
2. Change the Enable Loyalty setting to No.
3. Save and publish your changes.

Make sure to save and publish the change at all locations in the loyalty group as soon as you disable the integration setting! Use Publish Config to easily publish across all locations. Changing the setting will stop transmission of data to your loyalty partner, and publishing the change at each location will remove the “Rewards” button on your POS screen. Don't forget this step!

 Re-Enable a Gift Card or Loyalty Integration

Enable Gift Card Setup on Toast

If you're ready for the partner integration and gift card button to be visible and active again, please follow these steps. Remember that enabling the integration is a group-level change, meaning that this change will turn on the integration for all locations in the gift card group.
 

1. Navigate to Payments > Gift cards > Gift card setup in Toast Web.
2. Select Yes for the Enabled setting.
3. Save and publish your changes.

Note: Saving and publishing your changes will make the gift card button visible for your restaurant. If you have multiple locations in a gift card or loyalty group, the button will be visible after each location publishes changes.  


 

Enable Loyalty Setup on Toast

Loyalty integration changes (toggling on/off) require the Marketing permission on the gift/rewards group level.

If you're ready for the partner integration and loyalty button to be visible and active again, please follow these steps. Remember that enabling the integration is a group-level change, meaning that this change will turn on the integration for all locations in the gift/rewards card group.

1. Navigate to Marketing > Loyalty > Loyalty settings in Toast Web for loyalty.
2. Change Enable Loyalty to Yes.
3. If you're adding a loyalty integration, make sure to map both the Loyalty Integration Item Discount and Loyalty Integration Check Discount configured to general ledger codes. For more information on mapping general ledger codes, check out .
   1. If you don't use general ledger codes in your restaurant, skip this step.
      
      
      
      
4. Save and publish your changes.

FAQ/Troubleshooting

If you experience the following issues or error codes, please follow the steps below to resolve.
 

What does the POS workflow for Loyalty look like?

You can see the user interface workflow for loyalty transactions in the Toast POS app .
 

Gift cards can be keyed in but not swiped successfully

If the integration works when keying in the card but will not work when swiping, please contact Toast Customer Care to troubleshoot your card reader.
 

The Loyalty program keeps randomly turning off.

If you have multiple locations that share Loyalty, another user may be making changes to the module. You may also have a closed location causing this issue. Start a chat with Customer Care to help resolve.

How can I determine if a gift card has been used before?

Follow these steps if you are unsure whether a gift card is new (needs activation) or has been previously sold (needs funds added to the balance):

1. 1. 1. Select Gift Cards on the POS, then select Balance Inquiry.
         
          
         
         
      2. Swipe or key in the card to check the balance.
         1. If the POS displays a balance, the card has been previously used and the Add Value option should be selected to reload the card.
         2. If the POS displays a Card Not Activated error, the card is new and needs to be activated by selecting the Sell Card option.

Check Gift Card Balance

To learn more about checking a gift card balance, see .