How to Integrate Jointly with POSaBIT

Benefits of Integration

By integrating Jointly with your POSaBIT POS system, you can:

  • Sync Inventory: Ensure Jointly's recommendations are based on the actual inventory available at your location.
  • Streamline Orders: Push orders directly to your POS and retrieve the associated POS customer profiles.
  • Enhance Sales: Utilize Jointly's editable product goal and type filters, synced with your POS inventory, to offer upsell and cart modification options.

Steps to Connect Jointly to POSaBIT

  1. Create a Menu Feed in your POSaBIT Portal
  • Open the Inventory menu in the top navigation bar and select Menu Feeds
    Inventory menu with Menu Feeds highlighted
  • Click the New Menu Feed button
    Menu Feeds page with New Menu Feed highlighted
  • Fill out the fields and under the "Feed type" dropdown, select "Posabit menu"
    • Copy the "Feed key" that is generated and send it to your Jointly representative
      New Menu Feed form with Posabit menu feed type and Feed key highlighted
  1. Generate an API Key
    POSaBIT v2 APIs are being sunset. If Jointly supports the v3 API, connect it through Settings > Integration Connections (NEW) instead (see Adding an Integrator to a Venue). Only create a v2 token with approval from POSaBIT.
    • Open the Settings menu and select Integrations
      Settings menu with Integrations highlighted
    • Select the New API Token button
      Integrations page with New API Token highlighted
    • A Warning pop-up appears. If you have approval, click Continue to New API Token.
    • Type in "Jointly" as the Name of the API Token
    • Enter the Email of the integrator to notify of API changes
    • Make sure Active (API Token is enabled) is checked
    • Select the following flags:
      • Menu Feed Access
      • Incoming Orders Access
      Notice: The "Description" field is optional.
      Venue Api Token form
    • Click Save
    • After saving, you'll be brought back to the Venue Integrations page. Copy the API Key in the associated Jointly row, and send it to your Jointly representative
  2. Share Credentials with Jointly
    • Copy the Menu Feed Key from Step 1 and the API Key from Step 2.
    • Provide these keys to your Jointly representative to complete the integration process.

By following these steps, you can seamlessly integrate Jointly with your POSaBIT POS system, enhancing inventory management and sales capabilities.

For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM


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