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Integration Checklist

POS Support - Documentation

Make sure to gather as much documentation as possible. (Make sure we take into mind variations of the same product and different installations).

Is there a product/developer support portal we can contact?

Do they require certified technicians to troubleshoot, manipulate POS systems?

Having a training POS system has been considered?

Check if a back-office system or computer is already in place.

Request transaction files samples if available.

Check if an API exists:

Confirm there is API documentation available.

Is there a rate limit for the API?

Check for a Sandbox environment

Investigate the type of API authentication.

Find out how often tokens expire.

Check POS system capability of dumping event's data

Is the event's data being poured to a Back Office computer?

What is the Back Office computer environment?

Can an SFTP Upload job be scheduled?

Is a new edge service needed to extract event files?

Verify network capabilities as well as firewall limitations.

Check if the POS system is able to push event's data via TCP/UDP

Few points to keep in mind while transforming data.

Whenever possible request sample files.

Are transaction ID's unique enough or do they repeat themselves after a span of time

Do transactions get recalled either to be modified or voided?

Check voids handling: single line item vs the whole transaction.

Verify what type of tenders is the integration using and if is need to include more types to Integration Schemas

Per customer request, is it needed to flag specific events?

Check for promotions, mix and match, discounted transactions

Make sure to obtain a sales report to validate results.

Under what circumstances should a POS integration be marked as unhealthy and what needs to happen for it to be marked ad healthy again.

Confirm the timezone of the data sent, is it local or UTC?

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