OpenTable Marketplace Installation Guide

Description: Please follow the steps below to install the TipHaus Marketplace integration.

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Note: To find out more about Marketplace Integrations please refer to Marketplace Overview Zendesk article.

• Creating an OpenTable Account
• Installing the OpenTable Marketplace Application
• Configuring the OpenTable Marketplace Application
• Test Ticket Creation
• How to Check the Table Status Feature in OpenTable
• Automatic Table Status by Course

Software Availability and Requirements

In order to integrate with OpenTable, be sure your POS system and software match the minimum requirements.

POS Software	Available?	POS Minimum Version	*Connection Agent Minimum Version
SkyTab POS	✓	1.0	Not Applicable
Harbortouch Hospitality	X	Not Applicable	Not Applicable
FuturePOS	X	Not Applicable	Not Applicable
POSitouch	X	Not Applicable	Not Applicable
Restaurant Manager	X	Not Applicable	Not Applicable

Note: Harbortouch Hospitality, POSitouch, Future POS and Restaurant Manager POS systems use a software program to manage all communication and data syncs between your POS system and Lighthouse Business Manager. For assistance or more information, please contact the Shift4 Support team.

Creating an OpenTable Account

Before you can complete the install of the OpenTable application in Marketplace, you must create an OpenTable account. If you do not have one already, follow these steps:

1. Log in to Lighthouse Business Manager.
2. Select Marketplace from the left navigation bar, then select OpenTable. Select View details to access the OpenTable application page.
   
   
3. Once the OpenTable for Restaurants app page is displayed, scroll down to the section called Partner Links.
4. Select the Homepage button to be redirected to the OpenTable website. Fill out the form on the OpenTable website and an OpenTable representative will get back to you. Alternatively, you ca go here.
   
   Once you have created your account, follow the steps in the next section to install the OpenTable Application within Shift4 Marketplace
   

Installing the OpenTable Marketplace Application

1. Log in to Lighthouse Business Manager.
2. Select Marketplace from the left navigation bar, then find the OpenTable for Restaurants app and select View Details to access the OpenTable application page.
   
   
3. Select Install.
   Note: If the application prompts you to “Request POS Upgrade” you must select that and follow the prompts to arrange for a software update before you can continue with the installation.
   
   
4. Sign in to your OpenTable Account. If you do not have an account, please go here to sign up for one.
   
   
5. Select the Integrations button from the top left-hand corner navigation the menu.
   
   
6. Once on the Integrations page, either select Point of Sale on the left menu or scroll down the page and select the SkyTab option.
   
   
7. You will now be redirected to a screen asking you to connect accounts. Select the Connect button in the bottom right corner of the screen.
   
   
8. Once you have begun the connection process, you will be redirected to a Shift4 Lighthouse Business Manager login screen. At this point, please enter your Lighthouse login credentials.
   
   
9. Once signed into Lighthouse Business Manager, select Allow to grant OpenTable access to your Shift4 location’s data.
   
10. At this point you will be prompted to confirm which Lighthouse accounts you wish to connect to
    OpenTable. If there are multiple accounts, select the one you wish to connect to OpenTable and then select Finish.
    
    If successful, you will see a screen saying Congratulations!
    
    
    
11. The OpenTable application is now installed in the Shift4 Marketplace. Selecting the application in the left navigation menu will display a screen showing the installation status. A green check mark on the screen indicates that the application is installed correctly.
    
    Once installed, you also have the ability to manage your account or uninstall the application at any time.
    Note: The Manage button within the OpenTable application in Marketplace will now take you to the OpenTable login screen.
    

Configuring the OpenTable Marketplace Application

Once the OpenTable application has been installed in Marketplace, some configuration and syncs will need to take place before the application will function.

Test Ticket Creation

First, in order for OpenTable to obtain your POS configuration, an example ticket from the POS needs to be created. To do this:

1. Create a test ticket on your SkyTab POS.
2. Add various menu items from every Department (i.e. appetizers, entrees, etc.) to the ticket.
3. Send (service total) your ticket. This will save the ticket and send the data to OpenTable.
4. Go to the OpenTable website and check to see if the menu items you added to the test ticket are there. It may take up to 30 minutes for the menu item sync to complete.
5. Void the ticket in your POS system.

How to Check the Table Status Feature in OpenTable

1. Log in to the OpenTable website.
2. From the left-hand side navigation, select Integrations.
3. Under Point of Sale, select SkyTab and then Table Status.
4. The menu items from your test ticket should be listed in the “Unassigned” section.
   Note: On this page, Table Status should be set to On. If it isn’t set to On, toggle the setting to On and select Save.
   

Automatic Table Status by Course

To complete the setup of the Automatic Table Status by Course feature, follow the instructions in this video.

Need Help With Your OpenTable Account?

If you need assistance with your account (i.e., making sure data is being pulled in correctly) or are just looking for general account information, please go to https://support.opentable.com/.

For more information visit OpenTable website