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Maple

POS Integration

For Toast locations connected through StreamOrders

Connect Maple to your Toast POS system through StreamOrders, Maple’s ordering relay. Orders taken via phone or SMS appear in your Toast system.

Prerequisites

Before starting, ensure you have:

  • ✅ Admin access to Toast
  • ✅ A Maple Pro plan, which includes phone ordering and POS integrations
  • ✅ Business documentation for KYC
  • ✅ Bank account information
  • ✅ A Toast location you can connect to StreamOrders
  • ✅ Toast Restaurant Management Suite on your Toast account (needed for integrations)
  • ✅ A computer with a web browser (setup can’t be done on a phone alone)

Setup Process

  1. Start KYC Verification

    Submit business verification documents
  2. Connect Through StreamOrders

    Open StreamOrders from the Maple dashboard and link your Toast location
  3. Select Locations

    Choose which locations to connect in StreamOrders
  4. Configure Payment Settings

    Set up payment methods and rules
  5. Test Integration

    Place test orders to verify setup

Step 1: KYC Verification

Required Documents

  • Business registration (LLC, Corp, etc.)
  • EIN or Tax ID letter
  • Owner’s government-issued ID
  • Bank statement or voided check
  • Business address verification

Submit Documents

  1. Click Orders in the sidebar and continue to the Payment Processing step
  2. Choose the country where your business is registered, then start Verify Your Business Entity
  3. Upload required documents
  4. Complete owner information
  5. Submit for review

Step 2: Connect Toast Through StreamOrders

Toast connects through StreamOrders. You can connect it yourself with the steps below, or have Maple’s team set it up for you (see Have Maple set up Toast for you).

  1. Click Orders in the sidebar and continue to the Select POS step (or open the location’s settings and go to Integrations)
  2. Select Toast (via StreamOrders) and click Continue with Toast (via StreamOrders)
  3. If asked, enter your full name and a contact number for the merchant owner (your personal cell, not the store number), then click Save & Continue
  4. Click Open StreamOrders
  5. In StreamOrders, authorize Maple, connect your Toast location and choose which locations to connect
  6. Return to the Maple dashboard and click I completed this step

Have Maple set up Toast for you

Add Maple as an employee in Toast, and Maple’s team finishes the connection, usually within about one business day.

  1. In your Toast dashboard, click Employees, then Add New Employee.
  2. Enter First Name Maple, Last Name Onboarding and Email onboarding@maple.inc (exactly). Use any POS Access Code no other employee uses, and pick a non-paid job with no pay rate so Maple stays off your payroll.
  3. Click Add, refresh the page, click the edit icon next to Maple Onboarding and open Jobs and Permissions.
  4. Turn on permissions 4.5 and 4.14 (menu), 6.2 (Web Setup: Publishing), 6.3 and 6.4 (reports), 6.6 (printers) and 8.4, then click Save. Toast’s numbers can differ, so scroll the full list.
  5. Tell your onboarding specialist the employee is added.

Maple gets only these permissions, not your financial or payroll data.

Step 3: Configure Locations

Single Location

  1. Your location will auto-populate
  2. Verify the information is correct
  3. Enable order processing
  4. Set default prep times

Multiple Locations

  1. All locations will be listed
  2. Toggle each location on/off
  3. Configure settings per location:
    • Prep times
    • Payment methods
    • Delivery zones (if applicable)
    • Operating hours

Step 4: Menu Sync

Your Toast menu syncs to Maple automatically through StreamOrders:

What Syncs Automatically

  • ✅ All menu items and prices
  • ✅ Modifiers and options
  • ✅ Categories and organization
  • ✅ 86’d items
  • ✅ Price changes
  • ✅ Availability schedules
  • ✅ Menu hours
  • Hidden Toast items are not synced

Sync Timing

  • Menu changes, including 86’d items, typically reach Maple in under 5 minutes, often sooner, as StreamOrders passes them on
  • To push a change right away, resync in StreamOrders

Choosing what syncs

You don’t need to sync every Toast menu, and you don’t need to upload a menu file. Tell your onboarding specialist the exact names of the menus to sync:

  • Include menus for phone and takeout orders (for example Food, Beverages or an Online Ordering menu). A single Online Ordering menu with every relevant item can be synced on its own.
  • Exclude menus built for third-party platforms (such as a Grubhub-only menu), internal menus (such as Crew Takeout), and categories you don’t want ordered by phone (such as Liquor).

Maple follows Toast’s Channel Visibility at the menu, category and item level. Anything hidden from Online Ordering Partners doesn’t sync and can’t be ordered by phone. To change it, in Menu Builder click the ⋯ menu next to the menu, category or item, choose Edit, set Online Ordering Partners under Channel Visibility, then Save and Publish. Hiding is useful for daily specials, alcohol and in-store-only items.

Maple also follows the scheduled order rules set in Toast.

Resyncing in StreamOrders

Locations on StreamOrders have no Resync Menu button on Maple’s Menus page. To resync right away:

  1. In Toast Menu Builder, Save and Publish your changes.
  2. In Maple, open your location’s settings, go to Integrations and click Open StreamOrders.
  3. Click the blue refresh icon next to the Toast logo, then Publish (or the green checkmark).

If StreamOrders doesn’t open, ask Maple support to resync for you.

  • Add detailed descriptions in Toast (ingredients, sizes such as “10-inch personal pizza”, dietary details). The AI uses them to answer questions.
  • Add alternate spellings and pronunciations to the description of items with unusual names (for example “Thanduri Chicken”) so the AI can match what callers say.
  • A modifier group with a minimum of 1 in Toast is required, and the AI asks about it. With a minimum of 0 it’s optional: the AI doesn’t ask, but adds it if the caller mentions it.

Step 5: Payment Configuration

Payment Methods

Configure which payment types to accept:

  • Credit/Debit cards: Paid through Maple’s secure payment link, sent to the customer by SMS and processed by your Maple payment provider (Stripe by default). The customer pays before the order is sent to Toast.
  • Pay in store: Pickup orders, if enabled. Delivery orders can be paid on delivery only when your own drivers deliver them.
  • Gift cards: Not supported
  • House accounts: Not supported

Payment Rules

Set when customers pay:

Order Type Payment Options
Delivery Pay upfront; pay on delivery only when your own drivers deliver
Pickup Pay now or pay in store
Dine-in Not applicable

Step 6: Order Flow Settings

Prep Times

Set realistic prep times by order type:

  • Pickup orders: Default 15-20 minutes
  • Delivery orders: Default 30-45 minutes
  • Large orders: Automatic adjustment

Order Confirmation

Configure confirmation settings:

  • Enable order readback
  • Set confirmation method (number or email)
  • Configure receipt delivery

Special Requests

Define how to handle:

  • Allergy notifications
  • Special preparations
  • Custom modifications
  • Notes to kitchen

Step 7: Testing

Before going live, test thoroughly:

Test Checklist

  1. Place Test Order

    • Call your Maple number
    • Order a few items with modifications
    • Verify order appears in Toast
  2. Check Order Details

    • Correct items and quantities
    • Modifications captured
    • Pricing accurate
    • Payment processed correctly
  3. Test Edge Cases

    • 86’d items handled properly
    • Large orders
    • Special requests
    • Different payment methods

Going Live

Launch Checklist

  • ✅ Staff trained on new orders appearing
  • ✅ Kitchen knows about Maple orders
  • ✅ Phone number updated on website/Google
  • ✅ Test orders successful
  • ✅ Payment processing verified

Soft Launch Strategy

  1. Start with limited hours
  2. Monitor first few orders closely
  3. Gather staff feedback
  4. Adjust settings as needed
  5. Expand to full hours

Managing Orders

In Toast POS

Maple orders appear as:

  • Standard Toast orders, sent through StreamOrders
  • All normal Toast features available
  • Reports include Maple orders

Disconnecting Toast

  • Toast connects through StreamOrders, so disconnect Toast in StreamOrders
  • Problems with the connection between StreamOrders and Toast are also fixed in StreamOrders, not in Maple

In Maple Dashboard

View and manage:

  • Call recordings and transcripts
  • Order history
  • Failed order reasons
  • Customer information
  • Performance metrics

Common Issues & Solutions

Menu items not showing
  • Check items are active in Toast
  • Check Channel Visibility: the item may be hidden from Online Ordering Partners
  • Make sure you clicked both Save and Publish in Toast, then resync in StreamOrders
  • Wait up to 5 minutes for sync
  • Contact support if persists
AI doesn't recognize an item by name

Add alternate names and phonetic spellings to the item’s description in Toast, then resync.

Open StreamOrders doesn't open a tab

Connect from Toast instead: in Toast, go to Integrations → Browse and Purchase Integrations, search for Stream (not “Maple”), click Add and grant employee access. Click the gear icon on the Stream integration, copy the Merchant ID (also called Venue ID), and send it to your onboarding specialist or Maple support to finish linking your location.

Can't find Integrations in Toast

Search for “integrations” in the Toast search box, or look under General Settings → Integrations. If it’s still missing, check that Restaurant Management Suite is on your Toast account. After buying it, refresh the page and check your email for the confirmation; the change can take a moment to show.

Orders not appearing in Toast
  • Verify integration is active
  • Check Toast is online
  • Confirm location is selected
  • Review error logs in dashboard
Payment failures
  • Verify payment settings
  • Check processor connection
  • Review decline reasons
  • Confirm customer card details
Wrong prices showing
  • Update prices in Toast
  • Wait for sync (up to 5 minutes), or resync in StreamOrders
  • Check for active promotions
  • Verify price levels

Advanced Features

Revenue Centers

  • Not used
  • Orders are placed through the configured takeout or delivery dining option

Loyalty

  • Not supported
  • Saved cards are not supported

Catering Orders

For large/advance orders:

  • Extended prep times
  • Deposit requirements
  • Special instructions
  • Scheduled ordering

Best Practices

Support Resources

  • Toast Support: For POS-specific issues
  • Maple Support: hello@maple.inc
  • Integration Status: Check dashboard for real-time status
  • Documentation: Toast API Docs

Next Steps