Based on your decision to import your existing gift cards, loyalty accounts or customer data into the Toast POS system, we would like to provide you some information and guidelines for submitting the data to us.
What types of data can be imported from a previous system?
- Gift Cards
- Loyalty Accounts
- Takeout/Delivery Customer Info
What types of data cannot be imported from a previous system?
- House Accounts
- Sales or Labor Data
What information does Toast need and why?
To ensure that your customer’s Gift Card experience is unaffected by the transition into Toast, we need the most uptodate data on all of the existing gift cards (active and inactive) to import into the Toast database. By not importing this data, your gift cards would not be recognized in the Toast POS and customers would be unable to purchase, add value, check balances or redeem your cards.
● Full (unmasked) Card Numbers (REQUIRED)
● Current Balance = Cash Value
● Current Loyalty Points = Numeric
● Customer Data - Things we can import:
- Full Name
- First Name
- Last Name
- Email - must be valid email format
- Phone Number - (10 digits, no characters. Example: 6176820225, not 617-682-0225)
- Address 1
- Address 2
- Zip - 5 or 9 digits
- Birthday (MM-DD-YYYY)
Obtaining this data is usually done by contacting the provider of your gift cards (Mercury, Heartland, Paytronix, to name a few) and requesting the report be sent to you. In some cases, the provider may offer the ability to login to their website and run the report from your own computer.
NOTE: If you are submitting inactive cards for import (cards that have never been sold), we require only the full unmasked card numbers for those cards.
What format does Toast need?
We require that this data be provided to us in a writeable spreadsheet format (.xls, .csv are preferred). Because some data manipulating may be required on our part, this cannot be submitted as a .pdf, jpeg or other flat image file.
When does Toast need this information?
In order to ensure that your gift card customers experience’s are not negatively affected by this transition, it is best to obtain this report on or as close to your golive date. For example, if the report was run and supplied to Toast on a Monday but you were not goinglive with Toast until Friday, any gift card transactions that occurred on Tuesday, Wednesday and Thursday would not be present in Toast on Friday.
How do I submit this information?
When the information is ready to be sent, please submit this file as an attachment to firstname.lastname@example.org and a ticket will automatically be created and a support agent will be assigned. Please include your contact information in the body of the email so that we can reach you if there are questions, concerns, etc.
How long until it can be imported?
Depending on the complexity and how much we may have to reformat what we receive, we can usually have this done in 1 or 2 business days.
If you have any questions regard this process, please do not hesitate to contact Toast Support by phone at (617) 682-0225 or by email at email@example.com.
Will my cards with magnetic stripe be able to be swiped in Toast?
We are not able to guarantee swipe compatibility for third-party gift cards. However, in most cases we are able to adjust the system to accept them. This is not always the case and can vary for a number of different reasons. The possibility exists that cards we import from your previous vendor will only be able to be keyed into the system using the keypad and not be able to be swiped through the credit card readers. If you have questions, please contact Toast Support.