Dash Solutions Integration

Dash Solutions Integration


The Dash Solutions integration connects UPOS POS with Dash's digital payment platform, enabling restaurants to automate employee tip process real-time, and deliver payments through prepaid cards or digital wallets. This integration eliminates paper checks, streamlines payment operations across multiple locations, and provides staff with instant access to their earnings through the My Dash Card mobile app, improving operational efficiency and employee satisfaction.


Before setting up the Dash Integration, ensure the following requirements are met:

Step 1 - Back Office (BO) Pre-Requisites

Before starting this integration in the UPOS BO, the following are required:

  1. An active UPOS Restaurant POS account.

  2. The Integration Hub license must be enabled in the account’s License Settings.

  3. Dash merchant credentials provided by the Dash team:
    1. Customer ID
    2. Customer Program ID
    3. Funding ID
    4. Vault Proxy Key

  4. Ensure the Amount is loaded into the Vault before sharing the Tip with the User.

Step 2 - Subscribe and Configure in UPOS Back Office

Navigation: Log into Back Office. On the left-side pane, select Home then Integration Hub
  1. On the Integration Hub page, select Browse and Subscribe Integrations.


  2. Under the Payroll section, for Dash Solutions select Add.


  3. On the Disclaimer that appears: after selecting the terms and conditions box at the bottom left, click Confirm at the upper-right. The Configure and Manage Integrations page appears.


  4. On the Current Integrations page: navigate to the row with Dash Solutions, then under the right-side Actions column select the Settings (gear) icon.


  5. The Settings pop-up shows two tabs: Settings and Action.

  6. Under the Settings tab:

    1. Enter the Dash Customer ID, Customer Program ID, Funding ID and Vault Proxy Key (provided by Dash), which may be unique for all Stores on the Account.
    2. Enter the Notification Email to receive the load failures (only for Insufficient Balance failure).  

  7. Under the Action tab:

    1. Only users under User Management with a payroll option will appear on this page.
      1. Set the Employee ID for the user.
        1. Merchants need to set their user’s Employee ID, each employee has a unique Employee ID. The Employee ID assigned in the Action tab must match the Employee ID configured in the Dash portal for the same employee to ensure correct synchronization of Tips.
      2. Tip values are automatically shared with Dash based on the user's assigned Employee ID.
      3. Once the Close Day process is completed, data will be automatically published from the Back Office.
        1. If data is not automatically published, you can export it manually by selecting the Date then clicking the Export Data button to send the data to Dash.
        2. Clicking the Cancel button redirects you to the Current Integrations page.

Notes

  1. If there is any failure in the Tip load, an email will be triggered to the Notification Email configured in the Settings tab (an email will be sent only for Insufficient Balance errors).
    1. The email from UPOS POS (no-reply@infoposfood.com) contains information about the Insufficient Balance error for the triggered date. Same Email is as follows:
      1. Dash Vault Balance Insufficient
        Your Vault Balance is insufficient for tip processing on date:
        [DD-Mon-YYYY] [Example: 17-Dec-2025]
        Please Top up your vault and resume your card load process on Dash Portal

  2. After receiving the email, you need to top-up your vault and resume your card load process on the Dash portal.

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