Note: From 05/04/2023 there is a new process to get your Deputy account connected with Doshii. If you requested your Deputy connection after this date, please refer to this Help article.
In order to connect your venue with Deputy using Doshii there are a number of steps to follow. This guide will help you go through these steps, and ensure you provide Doshii with the information we need to finalise your connection. If you need help at any point please email Doshii Support (support@doshii.com) and we'll be glad to help you.
Firstly, if you don't already have a Doshii account, head over to https://doshii.com and click the Get Connected button to create an account. You will be asked for information about your venue and POS provider and then you can request a connection to Deputy.
If you are an existing Doshii customer, you just need to log in to your account here and request a connection to Deputy.
Information Doshii needs to setup your Deputy Connection
To begin setting up your venue with Deputy, we need you to provide two properties to Doshii:
- Deputy Account ID
- API Access Token
Deputy Account ID
You can find your Deputy Account ID by looking at your Deputy URL, e.g. https://b476f220121351.au.deputy.com
The Account ID is the section of the URL prior to the deputy.com host. In the example above, the Account ID would be: b476f220121351.au
If in doubt, please provide us with the full Deputy URL.
API Access Token
We need you to generate an access token via the Deputy portal. The following instructions are for a standard licence. If you have an enterprise licence, you can skip Step 1. As an enterprise customer, you can access OAuth Clients via a menu.
To generate an Access Token, you must have a System Admin access level in your Deputy account.
- Please access the following URL:
{Your Deputy URL}/exec/devapp/oauth_clients
2. Click the New OAuth Client button at the top left and create a new OAuth client with the following details (the values in the fields below do not need to be exactly the same):
Name: Doshii
Description: Doshii integration
Redirect URI: https://doshii.com
3. Click the Save This OAuth Client button at the top once complete.
4. When the below is displayed, click Get An Access Token at the top right of the screen.
5. Copy the Access Token details to provide to Doshii:
To progress with setting you up with Deputy using Doshii, we need you to email these two items to support@doshii.com:
- Deputy Account ID
- API Access Token
We are here to help - if you are having trouble obtaining the information you need, we are happy to arrange a call to take you through the process, simply reach out to us at support@doshii.com.
Once Doshii has confirmed that your configuration is completed, you can check that the data is flowing by navigating to Insights in your Deputy account. View the Summary Report - transactions will flow in real time to the Sales/Actual section of the report. We recommend checking the figures after a few days to ensure that everything is working as expected.
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