FooodPosWiki

Connection

Whether your restaurant is connected to the FooodPos Member Portal, and as which merchant. Subscribe in one click, or connect a Member Portal account you already have with its merchant code and API key; then Test connection, Get a new key and Disconnect.

Who uses it:OwnerWhere:Back office
On this page

Member keeps your members, their points, wallets and vouchers in the FooodPos Member Portal. Connection is where your restaurant is joined to it: in one click with Subscribe, or with the merchant code and key of an account you already have. Until then, every other Member screen says Member is not connected yet.

Once connected, this screen says as which merchant, and lets you test the connection, get a new key, or disconnect.

Before you start

  • Only a person whose access group has Connect or disconnect Member; points rule, wallet rules, voucher templates, redeem rules, settings sees Connection in the menu, and may subscribe, connect or disconnect.
  • Member must be in your plan. When it is not, Subscribe, Connect, Test connection and Get a new key open Add Member to your plan instead. See When Member is not in your plan.
  • To connect an account you already have, have its merchant code and an API key from the Member Portal ready.

Open Connection

  1. In the back office's menu, under MASTERS, click Member, then Connection.
  2. The page is titled Member connection.

Not connected yet: Subscribe

Not connected yet: one click to subscribe, or connect an account you already have.
  1. Connection: under MASTERS, in the Member category. The page is titled Member connection.
  2. Not connected: the restaurant has no Member account joined to it yet.
  3. Password to also sign in at the Member Portal (optional): with it, you can also sign in at the Member Portal itself, with your merchant code and the user admin. At least 8 characters. FooodPos does not keep it. Leave it empty if you do not need that.
  4. Subscribe: one click. FooodPos makes this restaurant its Member account, checks the new key, and connects. It reads Subscribing… meanwhile.
  5. I already have a Member Portal account: opens the form to connect an account you have. See Connect an account you already have.
  1. If you want to sign in at the Member Portal yourself too, type a password of at least 8 characters. Otherwise leave the box empty.
  2. Click Subscribe.
  3. The big green SAVED says Member is connected. The card reads Member is connected. Under it, an amber line says the new account has no points rule yet, with Set your points rule.
  4. Click Set your points rule and make the rule. See Points.

Where this FooodPos cannot subscribe a restaurant, the button is not there: the card says Member sign-up is not switched on for this FooodPos yet., and the form below stands open.

Connect an account you already have

I already have a Member Portal account: the merchant code and a key from the portal.
  1. Where to find them: the key is on the Member Portal's Developer page, after Rotate; the whole key is shown there once only. The merchant code is your tenant code, under Tenant Information.
  2. Rotate replaces that account's main key at once: any other system using the old key stops until it is given the new one.
  3. Merchant code: 2 to 50 letters, digits, - or _.
  4. API key: paste the whole key. The box hides what is in it, and is emptied the moment it is sent.
  5. Connect: checks the code and key with the Member Portal, and connects only when the key belongs to that merchant code. It reads Connecting… meanwhile.
  6. Cancel: closes the form, and empties the key box.
  1. Click I already have a Member Portal account.
  2. On the Member Portal, copy your tenant code and a key, as the form says.
  3. Type the Merchant code and paste the API key.
  4. Click Connect. The big green SAVED says Member is connected.

The key is never shown again, and never put in a web address. The back office shows only its first characters, as the Member Portal itself does.

Connected

Connected: as which merchant, with which key, and when it was last checked.
  1. Connected, in green. Last check failed, in red, when the last test did not get an answer, or the key was refused.
  2. Merchant code: the Member Portal account this restaurant is connected as.
  3. API key: only its first characters, as on the Member Portal.
  4. Connected: when, by whom, and how: Subscribed by FooodPos, or A merchant code and key pasted.
  5. Last checked: the last test, with it answered, or it did not accept the key, or did not answer. Not yet before the first.
  6. Test connection: asks the Member Portal now. See Test the connection.
  7. Open the Member Portal: opens the portal in a new tab.
  8. Get a new key: asks the portal for a new key, and uses it at once. Shown only for a restaurant that subscribed through FooodPos.
  9. Disconnect: FooodPos forgets the key. See Disconnect.

When the account has no points rule yet, an amber line says Next step: this Member account has no points rule yet, so sales earn no points and paying with points is refused until one is set., with Set your points rule.

Test the connection

  1. Click Test connection. It reads Testing….
  2. A green line says The Member Portal answered: the connection works., or a red one says what went wrong. Last checked shows the time.

Get a new key

  1. Click Get a new key.
  2. The back office asks: Get a new key from the Member Portal? FooodPos starts using the new key at once. Nothing changes for your members. Click OK.
  3. SAVED says A new Member key is in use.

Disconnect

Disconnecting makes FooodPos forget this restaurant's key. Nothing is deleted in the Member Portal: your members, their points and their wallets stay there, and connecting again finds them.

Disconnect Member: your password, to confirm.
  1. What disconnecting does: the Member screens stop working until the restaurant is connected again. Nothing is deleted in the portal.
  2. Your password, to confirm: the password you sign in to the back office with.
  3. Disconnect: disconnects. Greyed out until a password is typed. It reads Disconnecting….
  1. Click Disconnect. The window Disconnect Member opens.
  2. Type your own password in Your password, to confirm.
  3. Click Disconnect. A message says Member is disconnected. Nothing was deleted in the Member Portal.

Disconnect works even when Member is no longer in your plan.

What if…