DLHDLH.io Documentation

Setup Steps

DLH.io Setup Guide for Heartland POS

Prerequisites

To connect to your Heartland POS account, you must have the following:

  • Your locations/sites information and other account information For information about obtaining providing location tokens, please work with your Heartland POS representative

This section enumerates the options in the Credentials and Details panes in Heartland POS connector page in the DLH.io platform when you create a connection.

Credentials Pane

In your DLH.io account, navigate to sources and search for Heartland.

Click on the result and you should see a connection for to be completed with some minor details about the connection you wish to create.

Enter the details based on the instructions to the right of the page.

Click Save and Continue.

Once saved, click on the connection again, then on the Configuration tab, begin entering the list of location tokens for each location's data you wish to integrate.

Click the Save button to confirm your inputs.

You should now be able to continue to the Sync Bridge (Data Pipelines) creation step.

If you have questions please reach out to your DLH.io customer success or account manager.