How to set up the Vend integration

If you're wanting to use Vend with Timely to take payments for your appointments at point-of-sale, this is what you need to do to get set up. In this guide we will cover how to:

  1. Connect Vend to your Timely account.
  2. Sync your customers between Vend and Timely.
  3. Import your Vend taxes into Timely.
  4. Map your staff and locations to Vend.

Note: It's not currently possible to Take payment for classes via Timely. You will need to raise a new sale in Vend and sell the class to each customer there instead.


1

Connect Vend to your Timely account

The first step is to authorise the connection between the two accounts:

  1. Create a new Vend account at http://vendhq.com (if you don't already have one).
  2. Log into Timely and head to Setup > Add ons page.
  3. Click Activate under the Vend integration: 

  4. Click the Setup Vend button: 
  5. Enter your Vend store ID (e.g. if your Vend store URL is https://myteststore.vendhq.com then enter myteststore): 
  6. Enter your Vend login email and password: 

  7. You can then Allow access to connect the two applications: 
  8. Click Save to complete the process and return to the settings page. Your Timely and Vend account will then be linked (this may take a few moments). 
  9. To complete the setup process, click the Edit settings button to pop up your additional options:
  10. Check the box next to Add notes saved against the appointment to the sale notes in Vend, if desired: 
  11. Check the box next to Summarise appointment details and attach to the sale notes in Vend, if desired.
  12. Click Save to apply the settings.

Your Timely services will start appearing in Vend as new products. Remember, do not delete these products from Vend.

Note: An individual Timely account can only be connected to one Vend store, and vice-versa.


2

Sync your customers between Vend and Timely

Now that the accounts are connected, you can sync your customers between the two accounts.

Once the customers are imported/exported, any changes made to a customer in one system, will be updated in the other.

  1. If you have customers in Vend that you'd like to bring to Timely, click the Import customers button: 

  2. If you have customers in Timely that you'd like to send across to Vend, click the Export customers button: 

Your customers will then be synced between Vend and Timely. If you add or modify a customer in Timely these changes will automatically get synced to Vend (or the other way around).

Note: If you delete a customer in Timely, they will not be deleted in Vend - or the other way round. When required, you will need to delete the customer's record in both Timely and Vend.


3

Import your Vend taxes into Timely

To make sure your service prices are accurately recorded between Timely and Vend, you can import your taxes into Timely. This will allow you to apply Vend taxes to any of your services.

You can also come back to this step at any time and use the Refresh tax types button to refresh your taxes. This will remove any unwanted tax codes that have been deleted, or updated in Vend.

  1. Head to Setup >  Add  ons.
  2. Click Configure next to the Vend integration.
  3. Click the Refresh tax types button: 


4

Map your Staff and Locations to Vend

You can then link your Locations and Staff in Timely to your "Registers" and "Users" in Vend. 

This will make sure your sales are recorded at the right register and the correct staff member is assigned the sale:

  1. Head to Setup >  Add  ons.
  2. Click Configure next to the Vend integration.
  3. Click the Map registers button at the bottom of the page:
  4. Set the default register for each location from the drop down provided: 
  5. Match the Default register for each staff member:
  6. Match the Vend User to each staff member: 
  7. Click Save when you're done to apply your changes: 

Note: Mapping your Timely staff to Vend users will cause sales in Vend to be raised in on account status. If you would prefer your sales to be raised in parked status then you should choose "Default user". Unfortunately this is a limitation of Vend at this stage.

Still need help? Get in touch with the Support Team Get in touch with the Support Team