Tabit

Integrating with Tabit

Last Updated: September 11, 2024 

 

Before you begin

If you previously imported your sales using a different method, such as through email, you won't be able to use the same Business Department for this integration. You'll need to create a new Business Department specifically for this integration. Rest assured, this change won't impact your reporting in any way!

If you're not sure how to do this then check out our Creating Business Departments help guide.

Obtain your Tabit Client ID

To allow access to your Tabit sales data, you must first obtain your unique Client ID from your Tabit reseller.

Begin by raising a request with Tabit’s support team to obtain these details before proceeding, as these must be supplied to set up your integration. 

Connecting to Tabit

To begin creating an integration with Tabit, navigate to the Integration page and select Tabit:

Then click New to create a new integration:  

You will then be prompted to connect to your Tabit account. Enter your Client ID and click the Connect button to proceed:

With your connection established, click Save + Continue to proceed:

Configuring your integration

After connecting to Tabit, you will be presented with a workflow for customising your integration. Follow the steps provided and click Save + Continue to apply your selection. At any stage, click the Previous button to return to an earlier step, or click Cancel to exit without saving.

1. Select a Venue to configure

Begin by selecting the desired Outlet from the list displayed:

A single Outlet may have multiple active integrations if you require splitting sales into various Business Departments, however a new integration must be made for each instance.

2. Select a Business Department

Select the Business Department you wish for your sales to be recorded under. To learn more about this option, see our Creating Business Departments article:

3. Select Categories to filter Optional

This step is optional if you wish to only include certain categories in your sales. Click Add to view and select the Categories you wish to import. Any Categories that have been added will be included when importing sales:

4. Test Sales Transfer Optional

An optional next step is to test your configuration by clicking Test Transfer Sales. Select a date when prompted, then click Select to return all sales items for that date. This will allow you to check whether your settings have been accurately configured:

If desired, you may also click the Transfer button to import the list of returned sales for the specified date. This allows you to backdate sales data for a past date if your configuration was not yet active at that stage.

5. Review & Finish

The final step is to review and confirm your new integration:

When ready, click Save + Finish to finalise your new integration. You will then be returned to the Tabit Integration page and your integration will be shown:

To show an overview of an integration, click the View More link and the selected Categories will be displayed:

Editing an existing integration

Once an integration has been created, you may edit the Categories at any stage.

Click the cog icon next to the desired integration to begin editing:

The Outlet and Department steps will all be read-only, however you may review them for your reference. Click Save + Continue to proceed to the desired configuration step.

Make your desired changes on the Categories steps, then proceed to the Review stage. Here you may use the Test Sales Transfer to retrieve any sales data you may require. When ready, click Save + Finish to apply your changes.

Deleting an integration 

To delete an active integration, click the cog icon next to the desired integration:

On the Connect step, click Delete Integration and confirm:

The integration will now be deleted and sales will no longer be retrieved for the noted Outlet and Business Department using that configuration.