Integrations
Pointa integrates with a range of third-party services for customer marketing, online payments, EFTPOS, and accounting.
Pointa integrations are managed from:
Settings > Apps
The individual app setup screens require Administrator access.
Available integrations include:
Mailchimp for email marketing
Stripe for online payments and deposits
Windcave for online payments and deposits
Xero for register shift reconciliation
Webhooks for custom system integrations
Integrated EFTPOS terminals are related, but they are configured through Payment Types and Registers, not only through the Apps screen.
Before Setting Up Integrations
Best practice is to complete the basic Pointa setup first:
Online booking settings, if using online payments
Some integrations also require features to be enabled on the Pointa account. For example, Stripe and Windcave online payments require online sales to be enabled. If Pointa shows a message saying online sales are not enabled, contact Support.
Mailchimp
Mailchimp is used for email marketing.
Before connecting Mailchimp, have the following ready:
Access to the business Mailchimp account
Permission to connect apps/integrations
The Mailchimp audience you want Pointa to sync with
For help understanding Mailchimp audiences, see: Getting Started with Your Audience.
Go to:
Settings > Apps > Mailchimp
If Mailchimp is not connected, click:
Connect to Mailchimp
You will be taken through the Mailchimp connection process. Once connected, select the Mailchimp Audience that should synchronise with Pointa, then click Save changes.
Pointa uses the customer’s email promotions setting to decide whether they should be subscribed. Customers who are marked as receiving email promotions can be added or updated in Mailchimp.
Mailchimp can also update Pointa when a customer subscribes, unsubscribes, or has an email cleaned by Mailchimp.
In practical terms:
If a customer is subscribed in Pointa, they can be pushed to Mailchimp.
If a customer unsubscribes in Mailchimp, Pointa can update their email promotions setting.
If Mailchimp marks an email as cleaned, Pointa can unsubscribe that customer from email promotions.
To disconnect:
Settings > Apps > Mailchimp > Disconnect from Mailchimp
See the Customers section for more information about customer marketing preferences.
Stripe
Stripe is used for online payments and deposits, such as deposits required during Online Bookings.
Before connecting Stripe, have the following ready:
Access to the business Stripe account, or authority to create one
Business legal name and trading name
Business address and contact details
Business/tax registration details, where applicable
Details for the authorised representative or business owner
Bank account details for payouts
Identity or business verification documents, if Stripe requests them
Go to: Settings > Apps > Stripe
If Stripe is not connected, click:
Connect to Stripe
This can be used to set up a new Stripe account or connect an existing Stripe account.
Once connected, Pointa will show the connected Stripe account name.
If Stripe shows that the account needs attention, click Fix now. This usually means Stripe requires additional information before payments can be accepted.
Stripe’s requirements vary by country and business type. See Stripe’s official guide: Required verification information.
To disconnect Stripe:
Settings > Apps > Stripe > Disconnect from Stripe
After Stripe is connected, choose it as the payment gateway in the online booking payment settings:
Settings > Sales > Payments and deposits
You can then choose whether online bookings require:
No online payment
Full payment
A percentage deposit
If using a percentage deposit, enter the deposit percentage and select the payment gateway.
See Online Bookings for more information about deposits and payment requirements.
Windcave Online Payments
Windcave can be used as an online payment gateway for online payments and deposits.
Before connecting Windcave for online payments, have the following ready:
A Windcave merchant account
Windcave username
Windcave Restful API key
Go to:
Settings > Apps > Windcave
Turn on Enabled, then enter:
Windcave username
Windcave Restful API key
For existing Windcave merchants, log in to Windcave and go to:
User Accounts > My User
Your username and Restful API key should be available there.
Windcave login: sec.windcave.com/pxmi3/logon
Click Save changes.
For existing Windcave merchants, the Windcave screen directs users to sign in to Windcave and find these details under:
User Accounts > My User
After Windcave is enabled, select it in:
Settings > Sales > Payments and deposits
Windcave in Apps is for online payments. This is separate from Windcave EFTPOS terminal pairing for in-store POS payments.
Online Payment Gateway Selection
Connecting Stripe or Windcave does not, by itself, decide what customers must pay online.
After connecting the gateway, go to:
Settings > Sales > Payments and deposits
If no payment gateway is configured, Pointa will warn that online payments cannot be accepted.
If one or more gateways are available, choose:
Whether online payments are required
Which payment gateway to use
Deposit percentage, if using percentage deposits
A booking may show as deposit pending while the customer is completing online payment.
Xero
Xero is used to reconcile register shifts.
Before connecting Xero, have the following ready:
Access to the correct Xero organisation
Permission to connect third-party apps
A decision on which Xero accounts should receive each Pointa payment type
Go to:
Settings > Apps > Xero
If Xero is not enabled, click:
Enable Xero
You will be taken through the Xero connection process. If the Xero login has access to more than one organisation, select the correct Xero organisation and continue.
Once connected, Pointa will show the connected Xero account name.
Xero login/app access starts from Xero’s own account system: login.xero.com and Xero App Store.
You must then map Pointa payment types to Xero accounts.
Pointa shows mappings such as:
Cash payment account
EFTPOS payment account
Online payment account
Other payment account
Choose the appropriate Xero account for each payment type, then click Save changes.
Pointa uses these mappings when sending register shift totals to Xero.
Xero integration is based around closed register shifts. When a register shift is closed, Pointa can generate authorised invoices in Xero for the shift totals. These are grouped by payment type and, where relevant, card/payment breakdown.
Best practice: if using Xero, close the register at the same time as end-of-day cash up and EFTPOS settlement. If registers are left open for long periods, the Xero reconciliation process will be less tidy.
If Pointa shows that Xero needs reauthorisation, click:
Reauthorize
This means the Xero connection needs to be refreshed before Pointa can continue syncing.
To disconnect:
Settings > Apps > Xero > Disconnect
See Point of Sale and the register/shift section for more detail on closing registers and cashing up.
Integrated EFTPOS
Integrated EFTPOS is configured differently from online payment gateways.
Before pairing an integrated EFTPOS terminal, have the terminal provider details ready:
Smartpay: pairing code from the EFTPOS terminal
Verifone: terminal serial number
Windcave EFTPOS: HIT username, HIT key, and station ID
You may need to get the provider to enable integration on your EFTPOS terminal before it can be connected to Pointa.
First create the payment type:
Settings > Payment Types > Add Payment Type
Choose the correct type, such as:
Manual EFTPOS
Smartpay
Verifone
Windcave
Manual EFTPOS is used when the payment is processed on a separate EFTPOS terminal and manually recorded in Pointa.
Smartpay, Verifone, and Windcave are integrated EFTPOS types. These allow Pointa to communicate with the terminal during checkout.
After creating the payment type, enable it on the register:
Settings > Branches & Registers > select register > Payment Types
Turn on the payment type for that register.
For integrated terminals, Pointa will ask for pairing details:
Smartpay: pairing code from the EFTPOS terminal
Verifone: terminal serial number
Windcave: HIT username, HIT key, and station ID
Once paired, integrated EFTPOS payments in POS will prompt staff to follow terminal instructions. Pointa may also display terminal messages or button prompts during the payment.
Only one payment type of each core terminal type can exist, such as one Smartpay payment type or one Windcave payment type.