Please Read First:Vend does not currently support multiple or inclusive taxes in their system. If your business is setup in such a way and your pricing structure is configured with inclusive pricing, then Vend is probably not the best solution for you at this time.
Vend is a beautifully designed and easy to use retail POS (Point of Sale) software tool for your business. It enables you to manage your inventory, e-commerce and customer loyalty, both in the cloud and offline. It's accessible through your iPad, Mac or PC and comes with a free 30-day trial to get you started. This guide covers the basic steps required to configure your Vend account for integration with Checkfront. For additional information on other Vend features and their setup, please consult Vend's Help Center directly.
Setup in VendBack to top
Outlets & RegistersBack to top
When integrating Vend with Checkfront, you will be required to define which specific outlet and register the bookings should be applied to. In your Vend account, navigate to Setup > Outlets & Registers.
It's recommended you create a register specifically for your Checkfront bookings. This can then be mapped to your staff members at a later stage of the setup. Click on the Add a Register link to create your new register.
We'll call ours Checkfront Bookings to keep it nice and simple. If you wish, make changes to the other options on this screen before clicking on the blue Save Register button to complete the process.
Sales TaxBack to top
From the same Setup menu, click on Sales Taxes. If you don't already have your taxes configured in Vend, click on the Add Sales Tax button.
Enter a name for your tax and the relevant rate. When ready, click on the blue Add Sales Tax button. After creating your sales tax, move on to the next step.
Default Payment TypeBack to top
By default, your Vend account comes with 2 payment types already configured - cash and credit card.
If you'd like to configure any more, click on the New Payment Type button.
Choose your payment type from the drop-down menu and give it a label underneath. Then, move on to the next step.
Account UsersBack to top
The next thing you should do is configure your users, or staff members, in Vend, so that they can be mapped to Checkfront in a later step. Click on the Users link from the Setup menu in Vend. You might already have your users setup in Vend, but if not, click on the Add User button to create one.
Create a new user profile for each staff member in your organization that will be processing bookings.
When you have all your users in Vend, move on to the next step.
ProductsBack to top
The final step in Vend is to add your products. These will then be mapped to your items in Checkfront, so that when a booking is made via Checkfront, it will update the correct product in Vend. There are a couple of ways to add a product to Vend. The first way is to import it directly from Checkfront. This can be done through the item's Advanced tab in your Checkfront account. In the Vend SKU field, you would select Import From Checkfront. This can only be done, however, once the integration is complete. We'll look at this in more detail later on.
In order for the manual item import to work, the Automatically import unmapped Checkfront items into Vend option must be left unchecked when setting up the integration in Checkfront.
The second method for adding your products to Vend is to simply create them from scratch. This is actually the preferred method since the direct import option does not bring over many of the item attributes, such as price. To create a new product, navigate to the Products menu in Vend and then click on the Products link.
From here, click on the Add Product button.
Fill out as much product detail as necessary and click on the blue Save Product button to complete the process.
When your product list is complete, you're ready to move on to the Checkfront integration.
Exporting Checkfront Customers to Vend:Back to top
When a new customer is created in Checkfront, their information will automatically be synced with Vend, providing you set the system up this way during the integration. If you'd like to export your past customers to Vend, you can do so by following these steps:
1) Create a customer file from your Checkfront database
First of all, you'll need to export your customer directory from Checkfront as a CSV file.
2) Create a test customer in Vend
Manually create a new sample customer in Vend, filling out all the relevant fields. This will correctly populate the export file you will create in the next step.
3) Export your Vend customers
While viewing the customer list in Vend, click on the Export button. This will download the customer information as a CSV file, similar to the one you've already created in Checkfront.
4) Merge your Checkfront customer data with your Vend customer data
Manually map the data from your Checkfront file to the Vend file by copying the Checkfront data and pasting it into the matching column in your Vend file ("First Name" -> first_name etc).
5) Import the updated CSV file to Vend
You should now have an updated CSV file that you can now upload to your Vend account. To do so, click on the Import button in your Vend customer list and choose Import from CSV. Select the file from your computer to continue.