Toast POS: Automatic Offline Reporting

Once Toast and Offline are linked, you’ll get access to a powerful dashboard that gives you deep insights into your restaurant’s performance with Offline.

A direct integration will save you the time of manually pulling data, while also allowing Offline to provide you with richer analytics on Member spending, tipping, total customer volume, etc.

If you already have Data Exports set up in Toast, the integration process takes less than 5 minutes.

Step 1: confirm that you have Data Exports set up in Toast

In Toast, navigate to Reports > Settings > Data Exports.

If you don't see "Data Exports" as a menu option, you'll need to enable 8.3 Data Export Config permission on your Toast account.

Once you navigate to Data Exports, you'll probably see this message:

If you see this message, you'll need to enable Data Exports. Here's how:

Start a new chat with Toast Support.
Say "I am reaching out to request the setup of an SFTP username for our restaurant to facilitate downloading data export files as outlined in your guide."
You'll likely get an auto-generated response back that reads like a support article. Respond with "I'd like to speak to a human."
Once you have a human on the line, say "I am reaching out to request the setup of an SFTP username for our restaurant to facilitate downloading data export files as outlined in your guide" again.
Once Data Exports are successfully enabled, you should get a message back with your SFTP username.

Step 2: add Offline's SSH Key

Once you're set up with Data Exports, navigate to Reports > Settings > SSH Keys and click "Add new key"

Copy Offline's SSH key using the button below and paste it exactly as it is, with no spaces before or after the key.

ssh-rsa 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

Step 3: ensure that Checks and Payments are set to export

Navigate back to Settings > Data Exports and toggle Checks and Payments to enabled

Step 4: email us your SFTP Username and Server URL

Finally, email us with your SFTP Username (it will be something like "RestaurantNameDataExports") and Server URL (it will be something ending in amazonaws.com).

A screenshot is fine.

This should allow us to establish the connection and begin updating your Offline dashboard daily!