Toast POS – Homebase Support

Homebase integrates with Toast to offer merchants all-in-one scheduling, complete timesheet management, and powerful labor cost and sales reporting.

Homebase will sync the following from your Toast POS:

Net Sales
Employees
Roles
Locations

Note: Only the owner of the Homebase account has access to the POS Connection, connecting a POS is at the location and must be done for individual locations if you have more than one on the account.

Before connecting to Homebase ensure that you have enabled Toast Partner Connect and have added Homebase as an integration. Click here for further instructions on this.

Connecting your Homebase Account to Toast

If you don't have a Homebase account yet
1. Go to joinhomebase.com and select Get Started in the upper right-hand corner of the screen. Continue through the sign-up flow and answer the questions to create the account (takes about 5 minutes).
2. After the account is created you will need to login to your Toast account and enable Toast Partner Connect and add Homebase as an integration. For further instructions on enabling this, visit the Toast support website here.
3. Once this is completed log back into your Homebase account, and select the Settings tab on the top purple navigation bar.
4. Select POS Connection on the left navigation bar.
5. Click Connect on the Toast tile.
  - Enter the name of your restaurant exactly as shown in Toast (including spacing and capital letters) as well as the email of the person who authorized the Homebase integration in the Toast Partner Connect Portal.
6. If you receive an error on the connection, check to be sure the email and name are correct or check your account to ensure Toast Partner Connect has been enabled and Homebase has been added.
7. Next, you will need to sync your employees and roles from Toast to Homebase, please see the instructions for syncing employees and roles for further instructions.
If you already have a Homebase account
1. Sign in to your Homebase account.
2. Select the Settings tab on the top purple navigation bar.
3. Select POS Connection on the left navigation bar.
4. Click Connect on the Toast tile.
  - Enter the name of your restaurant exactly as shown in Toast (including spacing and capital letters) as well as the email of the person who authorized the Homebase integration in the Toast Partner Connect Portal.
5. If you receive an error on the connection, check to be sure the email and name are correct or check your account to ensure Toast Partner Connect has been enabled and Homebase has been added. For further instructions on enabling this, visit the Toast support website here.
6. Next, you will need to sync your employees and roles from Toast to Homebase, please see the instructions for syncing employees and roles for further instructions.

Syncing your Employees and Roles

Adding employees to your Homebase account
1. To sync and or add employees, select the Team tab on the top purple navigation bar.
2. In the top right-hand corner, select Add Team and select the option to Import from POS.
  - Note: If you already have a team in Homebase you will still want to import the employees from Toast to match their profiles.
3. You will be directed to a page to import the new employees or match them with the current profiles in Homebase. It will automatically try to match them based on matching names.
4. Once this is complete your new employees will automatically be sent an invite to join Homebase. If they do not have contact information (phone number or email) you will need to add at least one to send them an invite.
5. Moving forward, you will always add employees to Toast and import to Homebase. Employees will not be imported to Toast from Homebase.
Syncing and adding roles to your Homebase account
1. To sync and or add roles, select the Schedule tab on the top purple navigation bar. Then select Departments & Roles.
2. In the upper right-hand corner of the screen, you will see the option to Import Roles (to the left of Add Department).
3. You will be directed to a page to import your roles from Toast or match them with the current roles you have created in Homebase. It will automatically try to match them based on matching names.
4. Once your roles have been imported or matched you can create departments and move them into these for scheduling purposes.
5. Moving forward, you will always add roles to Toast and import to Homebase. Roles will not be imported to Toast from Homebase.

Schedule Enforcement and Syncing Sales

Enabling schedule enforcement
1. Once you have imported or synced your roles and employees to Homebase you may begin to create a schedule. For help with creating your first schedule, click here for the support article or here for video instructions.
  - Note: If you see errors on your schedule or Toast Issues to the left above your schedule, then you must go back and sync your roles and employees or your schedule will not sync with Toast properly.
2. Once you created and published a schedule you may enable a schedule enforcing tools. To do this click Settings in the top purple navigation bar.
3. Then click Schedule Enforcement in the left navigation menu and choose which settings you would like to turn on.
  - Note: Shceduling enforcing tools are on a paid plan, for more information on plans and packages visit our pricing page at joinhomebase.com
4. If you choose to turn on any scheduling enforcing tools, you must also turn on the scheduling enforcing feature in your Toast account, for instructions on this click here.
Syncing Sales and utilizing Labor Reporting
1. Once your Toast and Homebase account are synced you will automatically start to see your Toast sales show up in your Homebase account.
  - Note: Sales will update every 30 minutes in your account and previous sales prior to connecting the accounts will not appear.
2. You can utilize the Reports tab on the purple navigation bar to compare your sales to your projected and actual labor.
  - Note: Report access will vary depending on the Homebase plan you have selected.
3. When viewing the schedule, you will see projected sales for labor forecasting on the bottom of the page.
  - Homebase will take the last 2 weeks of sales to make these projections, you will be able to modify these as you see fit.
  - Note: This feature is only available on a paid plan, for more information on plans and packages visit our pricing page at joinhomebase.com
    
    If your sales are not importing correctly or you do not see sales, please contact our support team at help@joinhomebase.com or 415-951-3830 for further assistance.

FAQ

Why do I keep seeing an error message when trying to connect to Toast?
Check your Toast account and ensure than Toast Partner Connect is properly set up and that Homebase has been added as an integration. If this is the case and you are still seeing an error we suggest you contact support at 415-951-3830 or email them at help@joinhomebase.com for assistance.

Do all Toast employees have to be in Homebase?
Homebase allows you to schedule and track time for your team. If you have employees who are scheduled or who use a time clock, add them to Homebase.

Do all Homebase employees have to be in Toast?
No, you can have team members in Homebase who are not in Toast. However, if they use the POS, they should be in both places. If you do not have a profile set up in both, the employee will not be able to clock in and out for their assigned shifts.

Do I need to add my employees to both Toast and Homebase?
No, in fact, we suggest you only add employees to Toast and import to Homebase to save time and avoid duplicate profiles or non-synced employees.

Do I need to have Roles set up in both Toast and Homebase?
Yes, you must add all your roles to Toast and sync or add them to Homebase so your employees can properly clock in and out for their assigned shifts.

Do I have to be on a paid plan with Homebase to integrate with Toast?
No, all integrations with Homebase are available on our free, Basic plan.

Why do I see 'Toast Issues' issues or errors next to employees and roles on my schedule?
These issues and errors mean that your roles and or employees are not synced to Toast. You will need to go back and sync them or you may need to add them to your Toast account.

I've set up scheduling enforcing tools but they are not working, why?
If you have set up scheduling enforcing tools in your Homebase account, and they are not working then you will need to go into your Toast account to set them up, they must be turned on in both places for it to work.

Why are my sales not updated in Homebase?
There are many reasons why sales may not be updated, we suggest you call our support team at 415-951-3830 or email them at help@joinhomebase.com for assistance.