Install a Marketplace Integration Starting From the Integration Partner Website

Description: Learn how to begin installing a Marketplace integration on the Integration Partner’s website, connect your account to Shift4 Dine Customer Hub, authorize data access, and confirm a successful installation in the Shift4 Marketplace.

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Harbortouch Hospitality, POSitouch, Future POS, Focus POS, and Restaurant Manager require an additional software component to connect the POS to Customer Hub (Shift4’s cloud platform). Once installed, this enables data synchronization and allows Marketplace apps and integrations to become available and visible in Customer Hub. Please contact support or your dealer for assistance.

Note: This requirement does not apply to the Workstation for Shift4 Dine, which is natively connected to Customer Hub and does not require any additional software.

For assistance or more information, please contact the Shift4 Support team.

Install the Integration Partner’s Marketplace Application 

1. Log in to Customer Hub. 
2. Select Marketplace from the left navigation bar.
3. Select the Integration you want to install. 
4. Select View Details to access the integration’s detail page. 
   
5. Select Install.
   Important: 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.
6. You will be redirected to the Integration Partner’s website. 
   • If you already have an existing account with the Integration Partner, you can log in to their site with your credentials. 
   • If you do not have an existing account with the Integration Partner, you will need to create one in order to move forward with the installation. 
     Note: The Integration Partner’s team will reach out to new users once they have registered to welcome them and assist with onboarding. 
7. Once you have logged into the Integration Partner’s site, find the Integrations or Partners section and locate Shift4 Dine or Shift 4.
8. Follow the instructions to proceed with installing the integration to Shift4 Dine.
9. As part of the installation, you will be redirected to a Shift4 Customer Hub login screen to connect your accounts.  At this point, please enter your Customer Hub login credentials. 
10.  Once signed into Customer Hub, select Allow to grant the Integration Partner access to your Shift4 location’s data. 
    
11. You will be prompted to confirm which Customer Hub accounts you wish to connect to the Integration Partner. If there are multiple accounts, select the one you wish to connect and then select Install. 
12. You should see a screen saying it was successful! 
13. When you log back in to Customer Hub, the application will display as installed in the 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.  
14. Once installed, you can also manage your account or uninstall the application at any time. 
    Note: The Manage button within the Integration’s application in Marketplace will now take you to the Integration Partner’s login screen.

Need Help With Your Integration? 

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 contact the Integration Partner’s support team.