T.M.A.S. - Heartland P.O.S. Integration

Table of Contents

    T.M.A.S. allows for the integration of each of your locations Heartland accounts so that it can import the following data:

    • Sales Data
    • Transactional Data
    • Items Sold

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    Requirements

    • Active Retail Subscription or higher for T.M.A.S.
    • Aligned location ID of T.M.A.S. to match Heartland.
    • Active Heartland account which will be able to authorize T.M.A.S. integration.

    Setting up the Integration

    Finding the integration

    1. Login to T.M.A.S.

    2. Expand Administration

    3. Select POS Integration

    4. Select Heartland
    Complete General Information

    5. Input Label 

    (Optional use your business / chain name)

    6. Input Shop name

    (This is the 1st part of your Heartland URL)

    7. Click Login to authenticate to Heartland

    8. Click Next

     
    Match Location ID between Heartland and T.M.A.S.

    9. Click Edit next to the location

    10. Update the ID to match Heartland - Store # 1,2,3…ect

    11. Check the box to make the change.

    12. Edit other locations as needed.

    13. Click Next

    14. Verify location ID and Select Yes to following message.

     

    Warning


    You might encounter an issue loading the "Location ID Validation" during setup. 


    Workaround:

    • Click "Next," accept the pop-up, and proceed with the integration.
    • Afterward, go to "Manage Locations" in "Administration" (in T.M.A.S.) with your main Chain selected under "Location Options" on the top left. 
    • Then, select the location(s) and adjust the Location ID, according to the requirements specified within this guide.
     

     
    Setting an Import Schedule

    15. Select Hourly

    16. Set time to 00:02

    17. Click Finish

    Success

    The setup is complete, and you shouling in the dashboard and reports at the top of the next hour according to your scheduling settind see data populatgs. To verify the data, generate a Totaling or Data Export report.

     

    How to Disable / Enable or Remove the Integration

    Disable Single or Multiple locations - Change Location Status
    1. Select Location
    2. Expand Administration
    3. Select Manage Location
    4. Change status via dropdown to other than functional.
    5. Click Save
    Disable - All Locations
    1. Select Location
    2. Expand Administration
    3. Select Manage Locations
    4. Select Import / Export Data / POS Integration
    5. Click Edit next to Heartland job
    6. Uncheck Active (Or Check to activate.)
    7. Click save
    Removing the Integration
    1. Login to T.M.A.S.
    2. Expand Administration.
    3. Select Manage Location.
    4. Select Import / Export Data / POS Integration.
    5. Check the Import job to remove which has format showing Heartland.
    6. Select Delete or the Trash Can Icon.
    7. Select Yes to the following message.

    F.A.Q.

    Q: How often does the Heartland Data refresh in T.M.A.S.?
    A: Data refresh is determined by the schedule set for the integration, Example: If you set Hourly to start at 00:02 as indicated in the steps above the data will refresh at 2 mins past each hour. For more info verify the setting an import schedule in the above steps of this article.
    Q: Does T.M.A.S. obtain staff data from Heartland Retail?
    A: Currently the T.M.A.S. integration does NOT poll any staffing data from the Heartland Retail POS application. 
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