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Toast POS Integration

For more information on how Toast integration works, checkout this article.

Step-by-Step instructions for ShiftNote Toast POS integration

  1. Define exactly what you want to pull from your POS into ShiftNote. To ensure we're pulling the correct numbers and calculating your metrics correctly we require a 30 minute discovery call with a ShiftNote Specialist. During this online screen share meeting, we'll review daily sales reports from Toast and any other sales tracking spreadsheets you're currently using to track KPIs.
  2. Complete ShiftNote Add-on Price Increase form to accept your new ShiftNote price.

Pricing for Toast POS integration with ShiftNote

  • $30 per month, per location
  • One time setup fee of $300 for 4 or less units. There is an additional $75 for each additional location added after your 4th. (Example: 5 unites would cost $375 for installation) 

Once you have accepted ShiftNote Add-on Price Increase form you will be invoiced for setup fees and your monthly subscription price will be adjust to include $30 per month, per location for POS integration. We provide a 60 day implementation period allowing you to make changes as much as needed to give you exactly what you want and need. After the 60 day implementation period all changes will be subject to setup fees. Typically these fees are $300 or less, but are dependent on the size and scope of the change requests.

What to expect from ShiftNote Toast POST integration

ShiftNote syncs with your Toast numbers and displays them on your ShiftNote Daily Log. We can compare actual to forecasted numbers and use Toast numbers within stat calculations. ShiftNote does not push numbers back to Toast. Commons numbers we pull for ShiftNote reporting are: Sales, Labor, and Guest Counts. But we are not limited by these examples. We can track almost anything!

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