> ## Documentation Index
> Fetch the complete documentation index at: https://docs.maple.inc/llms.txt
> Use this file to discover all available pages before exploring further.

# Toast

> Connect Maple to your Toast POS system for automatic order processing

Connect Maple to your Toast POS system for seamless order processing. Orders taken via phone or SMS appear instantly in your Toast system.

<Info>Toast integration requires KYC verification, which typically takes 2-3 business days.</Info>

## Prerequisites

Before starting, ensure you have:

* ✅ Admin access to Toast
* ✅ Maple Voice Core configured
* ✅ Business documentation for KYC
* ✅ Bank account information
* ✅ Toast location ID(s)

## Setup Process

<Steps>
  <Step title="Start KYC Verification">Submit business verification documents</Step>
  <Step title="Connect Toast Account">Authorize Maple to access your Toast system</Step>
  <Step title="Select Locations">Choose which locations to enable</Step>
  <Step title="Configure Payment Settings">Set up payment methods and rules</Step>
  <Step title="Test Integration">Place test orders to verify setup</Step>
</Steps>

## Step 1: KYC Verification

### Required Documents

* Business registration (LLC, Corp, etc.)
* EIN or Tax ID letter
* Owner's government-issued ID
* Bank statement or voided check
* Business address verification

<Warning>KYC processing takes 2-3 business days. Start this immediately to avoid delays.</Warning>

### Submit Documents

1. Navigate to **Orders Module** → **Setup**
2. Click **Start KYC Verification**
3. Upload required documents
4. Complete owner information
5. Submit for review

## Step 2: Connect Toast Account

Once KYC is approved:

1. Go to **Orders Module** → **POS Integration**
2. Select **Toast** from the options
3. Click **Connect Toast Account**
4. You'll be redirected to Toast login
5. Enter your Toast credentials
6. Approve Maple's access request
7. Return to Maple dashboard

<Tip>
  You need Toast admin permissions to authorize the integration. Contact your Toast administrator if you don't have
  access.
</Tip>

## Step 3: Configure Locations

### Single Location

1. Your location will auto-populate
2. Verify the information is correct
3. Enable order processing
4. Set default prep times

### Multiple Locations

1. All locations will be listed
2. Toggle each location on/off
3. Configure settings per location:
   * Prep times
   * Payment methods
   * Delivery zones (if applicable)
   * Operating hours

## Step 4: Menu Sync

Your Toast menu will automatically sync to Maple:

### What Syncs Automatically

* ✅ All menu items and prices
* ✅ Modifiers and options
* ✅ Categories and organization
* ✅ 86'd items (real-time)
* ✅ Price changes
* ✅ Availability schedules
* ✅ Menu hours
* Hidden Toast items are not synced

### Sync Timing

* Initial sync: 5-10 minutes
* Updates: Within 5 minutes
* 86'd items: Real-time

<Note>Menu changes must be made in Toast. Changes sync to Maple automatically.</Note>

## Step 5: Payment Configuration

### Payment Methods

Configure which payment types to accept:

* **Credit/Debit cards**: Toast Hosted Checkout
* **Pay in store**: Pickup only, if enabled
* **Gift cards**: Not supported
* **House accounts**: Not supported

### Payment Rules

Set when customers pay:

| Order Type   | Payment Options         |
| ------------ | ----------------------- |
| **Delivery** | Always pay upfront      |
| **Pickup**   | Pay now or pay in store |
| **Curbside** | Pay now or pay in store |
| **Dine-in**  | Not applicable          |

<Warning>
  **Pay-on-delivery requires cash enabled in StreamOrders.** For pay-on-delivery (pay-in-store) orders routed to Toast
  through StreamOrders, you must enable **cash** as an accepted payment method for delivery in StreamOrders. Otherwise
  Toast rejects the order (`decision_failed` / "payment method declined") and it never reaches the kitchen. See
  [StreamOrders: accepted payment methods](https://help.streamorders.com/en/articles/13441016).
</Warning>

## Step 6: Order Flow Settings

### Prep Times

Set realistic prep times by order type:

* Pickup orders: Default 15-20 minutes
* Delivery orders: Default 30-45 minutes
* Large orders: Automatic adjustment

### Order Confirmation

Configure confirmation settings:

* Enable order readback
* Set confirmation method (number or email)
* Configure receipt delivery

### Special Requests

Define how to handle:

* Allergy notifications
* Special preparations
* Custom modifications
* Notes to kitchen

## Step 7: Testing

Before going live, test thoroughly:

### Test Checklist

1. **Place Test Order**
   * Call your Maple number
   * Order a few items with modifications
   * Verify order appears in Toast

2. **Check Order Details**
   * Correct items and quantities
   * Modifications captured
   * Pricing accurate
   * Payment processed correctly

3. **Test Edge Cases**
   * 86'd items handled properly
   * Large orders
   * Special requests
   * Different payment methods

<Tip>Use Toast's training mode for testing without affecting real inventory or reports.</Tip>

## Going Live

### Launch Checklist

* ✅ Staff trained on new orders appearing
* ✅ Kitchen knows about Maple orders
* ✅ Phone number updated on website/Google
* ✅ Test orders successful
* ✅ Payment processing verified

### Soft Launch Strategy

1. Start with limited hours
2. Monitor first few orders closely
3. Gather staff feedback
4. Adjust settings as needed
5. Expand to full hours

## Managing Orders

### In Toast POS

Maple orders appear as:

* Source: "Maple - Phone" or "Maple - SMS"
* Standard Toast orders
* All normal Toast features available
* Reports include Maple orders

### Disconnecting Toast

* Remove Maple in Toast Partner Connect
* Toast sends a partner removal webhook
* Maple deactivates the Toast integration automatically

### In Maple Dashboard

View and manage:

* Call recordings and transcripts
* Order history
* Failed order reasons
* Customer information
* Performance metrics

## Common Issues & Solutions

<AccordionGroup>
  <Accordion title="Menu items not showing">
    * Check items are active in Toast - Verify menu visibility settings - Wait 5 minutes for sync - Contact support if
      persists
  </Accordion>

  <Accordion title="Orders not appearing in Toast">
    * Verify integration is active - Check Toast is online - Confirm location is selected - Review error logs in
      dashboard
  </Accordion>

  <Accordion title="Payment failures">
    * Verify payment settings - Check processor connection - Review decline reasons - Confirm customer card details
  </Accordion>

  <Accordion title="Wrong prices showing">
    * Update prices in Toast - Wait for sync (5 minutes) - Check for active promotions - Verify price levels
  </Accordion>
</AccordionGroup>

## Advanced Features

### Revenue Centers

* Not used
* Orders are placed through the configured takeout or delivery dining option

### Loyalty

* Not supported
* Saved cards are not supported

### Catering Orders

For large/advance orders:

* Extended prep times
* Deposit requirements
* Special instructions
* Scheduled ordering

## Best Practices

<Tip>**Menu Optimization**: Keep menu item names clear and pronunciation-friendly for voice ordering.</Tip>

<Tip>**Modifier Management**: Limit modifiers to essential options to reduce complexity.</Tip>

<Tip>**Regular Testing**: Make monthly test orders to ensure everything works smoothly.</Tip>

## Support Resources

* **Toast Support**: For POS-specific issues
* **Maple Support**: [hello@maple.inc](mailto:hello@maple.inc)
* **Integration Status**: Check dashboard for real-time status
* **Documentation**: [Toast API Docs](https://doc.toasttab.com)

## Next Steps

<CardGroup cols={2}>
  <Card title="Configure Payments" icon="credit-card" href="/orders/config/payment-methods">
    Set up payment processing
  </Card>

  <Card title="Delivery Settings" icon="truck" href="/orders/config/delivery">
    Configure delivery zones
  </Card>

  <Card title="Menu Management" icon="utensils" href="/orders/config/menu-management">
    Manage your menu
  </Card>

  <Card title="Go Live" icon="rocket" href="/going-live">
    Launch to customers
  </Card>
</CardGroup>