Providing Toast Access to Checkmate

To provide Checkmate proper access to your POS, it is required that you:

1. Create a New Employee named Checkmate Integration (DO NOT CHANGE)

2. Add the Checkmate integration in the Toast backend under the “My Integrations” section

Creating a New Employee in the Toast backend

Step 1: Go to the “Quick Actions” section and click on “Employees”

Step 2: Click on “+Add Employee” in the top left-hand corner

Step 3: Switch ‘Invite to create account’ to Yes

Step 4: Enter the following information exactly as it appears below:

Step 5: Assign a job with full access to your Toast backend so we can review the settings and audit orders after the integration goes live. Usually, this would be the Owner or Admin.

Step 6: Click Add to complete the process. 

Note: If you were successful, you would see a confirmation from Toast on the screen stating that an email has been sent to the new user.

Adding the Checkmate Toast Integration

This step is completed directly from our Portal in Step 3: POS Authentication & Authorization by following these steps.

To view your active integrations

Step 1: From the Toast from the hamburger (≡) menu, Go to Technology → Integrations.

Step 2: Go to Configure integrations

Step 3: This will take you to My Integrations, where you can view your active integrations.

Note: Toast adds an additional $25 monthly fee to your Toast account upon completion of this request.