Connecting The Agilysis Integration

Agilysys is a software company that specializes in point of sale and property management allowing Bbot orders to inject into their POS system, InfoGenesis, allowing customers to use Bbot Order and Pay to place orders at the hotel bar or restaurant, their hotel room, a casino floor, or even at the pool.

Connecting the Agilysys Integration

To connect the Agilysys integration, you will first need to coordinate with Infogenisis to help set up your Master Data File exports for on-premise ordering. You will also need the below information before connecting the integration in Bbot. 

  • Client ID: Provided by Infogenesis
  • Authorization Code: Provided by Infogenesis
  • API URL - Provided by Infogenesis
  • Master Data File Directory Name - Provided by Bbot Engineering

You will also need to have your IT team set up a file transfer via Bbot's SFTP protocol which will require whitelisting the Bbot servers to allow them to make API calls to the your servers.

Once you have your Master Data File set up, your IT team has set up the data transfer protocol, and the Bbot servers have been whitelisted, your Bbot contact will be able to connect your Agilysys integration.

A Bbot Profit center will also need to be configured for each fulfillment method, however, you will need to select a default profit center in Agilysys which will not be tied to the Bbot fulfillment method.

Agilysys Menu Sync

Once the Agilysys integration is successfully connected, navigate to the Menus setting under the Menu Management heading in the Owner Panel.

Click the '+' sign to create a new menu and enter the name of the menu you'd like to create. 

You will then need to link the Agilysys menu to the menu you created in Bbot. Click the chain icon shown below and select the menu from the list in the pop-up menu to link the menu. When linking the menu items, you will be linking to the subcategories in Agilysys which will be shown as the Bbot Menu Headings in the menu settings. 

Once you've linked the Agilysys subcategories to your Bbot menus, click the 'Check Agilysys Menu Sync Status' and then click 'Sync Now' to perform the manual menu sync from Agilysys to Bbot. 

The Agilysys menu sync occurs once per day when the data files are exported from Agilysys and transferred to the Bbot servers. When the data file transfer occurs, a menu sync is automatically triggered in Bbot.

Other Considerations

Promo Codes - To create a Promo Code in Bbot you will need to create a modifier in Agilysys and the Agilysys modifier must be linked to every item; if a modifier is not linked to an item, an error will occur when guests try to apply the Promo Code. The Agilysys modifier must adhere to the following naming convention in order to be pulled into Bbot: Bbot ($Amount or Percentage%) off i.e. Bbot $5 off, Bbot $5.50 off, Bbot 25% off, Bbot 10% off.

For any questions or assistance with connecting your Agilysys integration, please contact our support team at support@bbot.menu