To import transaction data from your IntelliQ point-of-sale (POS) system, you must enter the connection settings for the parser in Security Center.
Add the point-of-sale system to Security Center.
Before you begin
The first time you configure the parser, you must define the username and password.
What you should know
- From the Config Tool home page, open the Plugins task.
Expand the Transaction Finder plugin role, select the
IntelliQ parser from the entity browser, and then click the
Log in to the parser configuration page.
NOTE: If this is the first time logging in, the username and password that you enter will be accepted, encrypted, and saved as the credentials.
In the Server configuration section dialog box, add the
- Authentication key
- For a local parser, the authentication key is automatically provided by the plugin. For a remote parser, click the Generate new button to generate an authentication key.
- The IP address or host name of the system that receives transactions.
- The port used by the plugin to receive data from the parser. Port 443 is used by default.
In the Global configuration section, enter the following:
- Tenant ID
- Identifies the site of the deployment.
- Location ID
- The code used to define the location of the point-of-sale system.
- Include location in terminal ID
- Ensures that terminals across multiple stores are uniquely identified. Turn on Include location in terminal ID for the parser to add the location of the terminal to the transaction. This setting is required when the identifiers for terminals are reused across multiple locations. Example: Store01 has terminal01 and terminal02, and Store02 has terminal01 and teminal02.
- The time zone in which the point-of-sale system is located.
- Culture name
- The region and language used by the point-of-sale system.
In the Parser configuration section, enter the following:
- Convert to UTC time
- Switch ON to use UTC for all timestamps.
- Input Folder
- The folder that receives CSV files which indicates to the parser that new transaction data must be submitted to the plugin.
- File extension
- The file extension in the csv file name. The default is csv.
- Failed Folder
- Location of files that could not be transmitted to Transaction Finder.
(Optional) If you want to retain transaction data after it has been transferred to
Security Center, switch the Move
files after processing option so that the slider is blue, then enter the
- Move File Prefix
- The prefix applied to files that are moved after processing.
- Move Folder Path
- The location of the folder that files are moved to after processing.
- Click Save.
Add your terminals to Security Center.