Introduction
This guide will show you step-by-step how to configure a daily import of POS data via the DdD POS integration located on the integration page.
Prerequisites
Have permission to access the Integration page (permission is called integration).
Enable multiple cash registers settings.
Setting up a DdD Integration
Navigate to the Integration page under the "Tools" menu point. Find the integration "DdD integration" and click Add integration.
The following data POS sales data types are available through the DdD POs integration:
Gross sales
Discounts
Returns
Gross Profit
Number of items sold
Number of items returned
Number of customers
Number of visitors
Net sales
Weekly Balance Configuration
💡 The integration will do an initial Weekly Balance check to ensure that the weekly balance is configured correctly in the weekly balance configuration menu (all fields must be green).
All Weekly balance fields most have an associated "define field type"
All weekly balance fields must be set to hourly.
Grey: The weekly balance field type is NOT connected to an actual weekly balance field.
Red: the weekly balance is NOT set to hourly.
Green: The weekly balance field type is connected to an actual weekly balance field and set to hourly.
💡 This check avoids an enabled integration trying to send data to a wrongly configured weekly balance field.
Enter API Key
💡 To activate the integration, a valid API Key must be provided and added to the API key field.
Map DdD shops to SameSystem departments
Once a valid API token is added, you can associate DdD shops to SameSystem departments using the dropdown. In case multiple registers need to be added, this is done by clicking the register icon.
Share sales budgets with DdD
To allow the sales budgets added to SameSystem to be shared and display within the DdD POS system enable the "share sales budgets with DdD" setting and click "save".
Enable Integration
Once the above steps have been completed, the integration can be enabled by clicking the "enable integration" button.
💡New POS data will be imported at 04.00 AM. CET, including data from the past 7 days.
Historical Import
The Integration will automatically import the historical data once the integration is enabled and will typically take 30-45 minutes. All available data will be imported to the weekly balance. If the historical import fails, please contact your integration contact in development to restart it manually.
NB: A historic import will overwrite existing data.
Help & Support
If you run into any issues along the way, please describe your case in q-and-a-cs in Slack so someone can reach out to you.