This guide outlines how to set up and configure the Heartland POS integration with Libro. Through this integration, your courses in Heartland can be linked to Libro’s Meal Statuses, allowing for accurate meal status updates. When linked, these statuses will automatically update based on the course selected, with table colors changing in Libro to provide a clear view of each table's meal progression.
Connect Heartland to Libro
Cluster can be connected to Libro directly from your Back Office. To do so:
- Access your Libro Back-Office
- Go to My Restaurants and click on Settings
- Go to the tab Integrations
- Enter API number provided by Heartland
Note: If you do not see the Heartland section in the Integrations sub-menu option, it means you are either not on the Premium package or the integration has not yet been activated in your account. Please send an email to success@librorez.com to request this activation.
Retrieve your API Key from Heartland
- On your Heartland dashboard, open the Menu
- Select "Integrations"
- Click "New".
- In Integration Type, choose API.
- In the list of Partners, select LibroRez.
- Click Save.
- Click on the newly created Partner to view the API Key. Copy-paste it in your Libro Back Office.
Correctly Naming Tables in Heartland
To ensure proper linkage between tables in the POS system and Libro, always ensure that table names are identical in both systems. Below is a list of naming conventions that are allowed:
No spaces: Use "Table7" instead of "Table 7".
Hyphens work: "Table-7" is acceptable.
Use only lower cases: Avoid "Table7" in one system and "table7" in the other.
Following these guidelines ensures accurate table mapping and prevents synchronization issues between the POS and Libro.
Best Practices
Services Mapping
The first three services in Heartland (1,2, and 3) are mapped to the corresponding meal statuses in Libro: Appetizer, Main Course, and Dessert. If no course is selected when adding an item in Heartland, it will default to Main Course.
Multi-Table Selection
Since Heartland does not have the option to select multiple tables at once to open a ticket, this can affect the workflow when using the “POS automatically seats walk-in” option. If a walk-in is seated on multiple tables, the waiter will have to select only one of the tables to punch the order on the POS. The automatic walk-in created in Libro will then only be added to this table. The walk-in will have to be manually modified in Libro to add it to all the tables needed, otherwise an online reservation could go through.
Party Size
We strongly recommend enabling the “Verify Guest Count on Save” option in the POS.
Without this feature enabled, you’ll need to manually enter the number of guests for each order.
You can find this option in the “Manager” section of the POS:
Then, simply activate the feature "Verify Guest Count on Save":
If you prefer to use the Guest Count without being prompted, you can manually select the number of guests when opening a new order:
Finally, if you choose not to use the Guest Count feature, we will automatically fallback to the Seat Count. In this case, whenever you punch in an order and assign items to different plates (seats), we’ll use the number of plates to determine the number of guests.
Course Mapping
If you use the courses in Heartland, here is how each course is mapped to the Libro meal statuses:
- Course 1, 2 and 3 are respectively mapped as Appetizer, Main Course, and Desert.
- Selecting no service or service 0 will be mapped as Main Course in Libro.
- Any service from 4 to 9 will remain marked as Dessert.