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Heartland Connections and Settings
Heartland Connections and Settings

Integrate iPaaS.com with Heartland to enable seamless data synchronization for locations, payments, transactions, and more.

Updated over a week ago

How to Connect

Prerequisites

Before setting up the Heartland integration in iPaaS.com, ensure you have the following information:

  • API URL: The URL prefix of your Heartland installation.
    Example: https://ipaasdev.retail.heartland.us/

  • Authentication: Permissions required for this integration, including:

    • Manage Webhooks

    • Manage Roles

    • Reporting: Read Metric Gift Cards Expired

Configure Subscription Settings

Navigate to the Heartland subscription settings in iPaaS.com and provide the following information:


Configure Subscription Settings

Field

Description

Required

Example

Name

A unique name for the Heartland subscription.

Yes

Heartland Integration

Versions

API version for the integration.

Yes

v1.0

Adjust Empty Gift Card for Payment

Configure gift card payments for transactions.

No

1

Add On Item Limit

Limits for add-on items.

No

100

Transaction Poll Search Days

Number of days to poll for transaction data.

No

30

Inventory Poll Search Days

Number of days to poll for inventory data.

No

15

API Key

API key for accessing Heartland.

Yes

Your API Key

API URL

Base URL of the Heartland installation.

Yes

Authentication Methods

Follow these steps to authenticate the Heartland integration:

  1. Add the name and API URL into the subscription.

  2. Save it and reopen it.

  3. Re-open your Heartland subscription in iPaaS.com and click the Authenticate icon.

  4. You will be redirected to a Heartland permissions page.

    1. Review and allow the following permissions:

      1. Manage Webhooks

      2. Manage Roles

      3. Reporting: Read Metric Gift Cards Expired

      4. Click Allow at the bottom of the screen.

  5. Once completed, the browser will confirm that Authorization is complete.

  6. Refresh the subscription in iPaaS.com. You should now see a valid Access Token displayed.

Initialization Support

The following types of data support initialization and can be transferred in bulk:

  • Location TO iPaaS.com

  • Payment Method TO iPaaS.com

  • Shipping Method TO iPaaS.com

Throttling

Throttling ensures that Heartland's API isn’t overwhelmed by excessive API calls, preserving system performance during heavy data transfers.

While the throttling fields are required, the values are pre-populated by the integration settings. For more details, refer to Subscription Configuration – Edit.

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