ExpandShare - Toast Integration Setup

ExpandShare supports a user management integration with Toast.

Benefits of a Restaurant365/ExpandShare Integration:

• Real-time sync of employees, roles, and locations

• Effortless updates for existing user records and creation of new user records in ExpandShare

• Reduces manual data entry errors and ensures data accuracy across platforms

How It Works

• Employees are managed in Toast.

• Data from Toast is pulled into ExpandShare on an hourly basis.

• ExpandShare is updated, reflecting all changes in employee, role, and location data.

Integration Setup Steps

Purchasing Toast Partner Connect for each location is necessary for integration.

Follow these steps to request and set up an ExpandShare integration with Restaurant365:

1) Connect ExpandShare through Toast Partner Connect.

2) Submit an integration request though the following form:

• https://forms.gle/9fYw9sf26R9N3Qmc7

3) Wait while the ExpandShare Team builds the integration workbook for mapping roles and locations.

4) The ExpandShare Team will provide the integration workbook along with additional instructions.

5) Review and approve the mapping workbook.

6) Set a go-live date.

7) On the go-live date, the user sync will be active, and users will be invited to join ExpandShare.

8) Once the integration has gone live, it is recommended to review How to Address Duplicates after Integration.