Toast POS

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, and you must enable Toast Partner Connect first to enable the integration.

Connecting Homebase and Toast

1. You must first add Homebase as integration in your Toast Admin Portal with Toast Partner Connect.
2. Next, ensure that you have Scheduling Enforcement enabled in your Toast Admin Portal.  
3. Sign in to your Toast account.
4. Scroll down the page to Integrations. (Screenshots below to help guide you.)
5. Click My Integrations, then click Join Toast Partner Connection. 
6. Confirm paying Toast for the integration options, then select the Homebase app. You may need to search or scroll down the page to find the Homebase app.
7. You do not need to enter any codes for the Partner or Group IDs. Skip that portion and click Submit at the bottom of the page.
8. Next, sign in to Homebase.
9. Select the Settings tab in the top navigation bar.
10. Select POS Connection from the navigation bar on the left.
11. Click Connect next to Toast.
• Enter the name of your restaurant exactly as shown in Toast, as well as the email of the person who authorized the Homebase integration in the Toast Partner Connect Portal.
• If you need to locate the email address that authorized the account, you can find it on your My Integrations page within Toast. (Image below) An email was sent to this email address with the company name that you can copy and paste into the POS connection on Homebase.
12. If you already have roles and employees in Homebase, you will automatically be redirected to match your Roles and Employees from Toast to Homebase.
13. Build your schedule in Homebase as usual, and when you’re ready to send it to your staff, click the green Publish button. You will see a green confirmation banner letting you know the shifts have synced to Toast.

Part 2: Run reports

Homebase syncs net sales from Toast every 30 minutes. Homebase allows owners and managers to view sales. Gift cards, discounts, and service charges will not be reported in the net sales total. Once you set up the Toast integration, we begin pulling sales data into your Homebase instance. We cannot pull sales that occurred prior to your connection.

If you have multiple locations Homebase will sync sales data to each location individually.

Note, we do not pull wages from Toast at this time.

Part 3: Entering employee data

Add new employees to Toast, then import them into Homebase:

1. Sign in to your Toast admin portal.
2. Select Employees.
3. Click Add User.
4. Enter all the employee info. Once it is complete, sign in to your Homebase account.
5. Select Team from the top navigation bar.
6. In the upper right corner, click Add.
7. Select Import from Toast.

Add new roles to Toast, then import them into Homebase:

1. Sign in to your Toast admin portal.
2. Select Jobs.
3. Click Add Job.
4. Sign in to your Homebase account.
5. Select Schedule from the top navigation bar.
6. Select Departments/Roles.
7. Click Import Roles.

Add new locations:

You must connect each Homebase Location to a Toast Restaurant individually.

1. Sign in to your Homebase account.
2. Select the Settings tab in the top navigation bar.
3. Select POS Connection from the navigation bar on the left.
4. Select Connect to Toast for each Location.