Shift4 Dine Integration Guide

Connecting Shift4 Dine to LoyaltyMatch

Overview

The LoyaltyMatch integration with Shift4 Dine uses closed ticket data to award loyalty points based on your program's earning rules. LoyaltyMatch provides the tools to configure your branded loyalty program, earning rules, rewards catalog, point thresholds, redemption rules, and guest-facing portal.

The integration runs in the background and does not change how your team processes transactions in Shift4 Dine. No menu synchronization or additional POS configuration is required.

Before You Begin

  • Shift4 Dine must be active at your location and processing transactions correctly.
  • You must have administrator access to Marketplace in the Shift4 Customer Hub.
  • You must have a LoyaltyMatch account. Visit loyaltymatch.com/contact or email support@loyaltymatch.com to get started.

Important: LoyaltyMatch awards points only for closed tickets received after the integration is active. Points are not awarded retroactively, and transactions that do not close properly in Shift4 Dine will not generate points.

Part 1: Install LoyaltyMatch From Shift4 Marketplace

  1. Log in to the Shift4 Customer Hub.
  2. Select Marketplace.
  3. Search for LoyaltyMatch, or browse the Loyalty category.
  4. Open the LoyaltyMatch app page and select Install.
  5. Complete the installation process.

After installation, Shift4 sends the installation request to LoyaltyMatch and redirects you to loyaltymatch.com/shift4pos to complete your account setup. LoyaltyMatch provisions the connection and begins receiving closed ticket data from Shift4 Dine.

Part 2: Configure Your Loyalty Program

Complete your LoyaltyMatch setup and configure the program experience for your guests. Depending on your program, this can include:

  • Adding your program name, logo, colors, and guest-facing branding
  • Defining how many points guests earn per dollar spent or per transaction
  • Building a rewards catalog with items, discounts, tickets, experiences, or other rewards
  • Setting point thresholds and redemption rules
  • Configuring guest enrollment and access to point balances and rewards
  • Reviewing and activating the loyalty program

Part 3: Test the Integration

  1. Process and close a test transaction in Shift4 Dine.
  2. Confirm that LoyaltyMatch receives the transaction data.
  3. Verify that points are awarded according to your earning rules.
  4. Confirm that the guest-facing portal displays the expected branding and rewards.
  5. Test a reward redemption.

If the transaction or awarded points do not appear as expected, confirm that the ticket closed successfully in Shift4 Dine, then contact LoyaltyMatch support.

How the Integration Works

  1. Your team processes transactions normally in Shift4 Dine.
  2. Shift4 Dine sends closed ticket data to LoyaltyMatch.
  3. LoyaltyMatch applies your configured earning rules.
  4. Eligible points are added to the loyalty member's account.
  5. The member can view their balance and redeem available rewards through your branded loyalty experience.

Attach a Customer to a Transaction

When a ticket should be associated with a specific guest, attach the customer before closing the transaction in Shift4 Dine.

Add an Existing Customer to a Ticket

  1. Log in to the SkyTab or Shift4 Dine workstation.
  2. Open or create the ticket you want to associate with the customer.
  3. From the Order Entry screen, tap Add Customer. This should appear as a button on the order screen.
  4. Use the search field to look up the customer by name or phone number.
  5. Tap the correct customer from the results list.
  6. Confirm that the Add Customer button changes appearance to show that the customer is now tied to the ticket.
  7. Continue with the order as usual.

Add a Brand-New Customer to a Ticket

  1. Open the ticket from the Order Entry screen.
  2. Tap Add Customer.
  3. Instead of selecting an existing customer, tap the New Customer icon.
  4. Enter the customer details. Shift4's customer database supports details such as name, phone number, address, email, and comments.
  5. Tap Save.
  6. Confirm that the newly created customer is added to the ticket.

Add a Customer While Assigning a Table in Host Mode

If the restaurant is using Host Mode, a customer can also be assigned while starting a table ticket.

  1. Log in to Shift4 Dine.
  2. Tap the Host tab.
  3. Select the desired section.
  4. Tap the table.
  5. Tap Customer to assign a specific customer to the ticket.
  6. Enter or select the party size.
  7. Tap New Ticket.
  8. If prompted, choose the order type.
  9. Tap Open Ticket to begin the order.

Availability and Limitations

  • The integration is available to Shift4 Dine merchants in the United States, Canada, United Kingdom, and Ireland.
  • LoyaltyMatch uses Shift4 Dine closed ticket data only.
  • The integration is not connected to Shift4 Payments or the Online Ordering APIs.
  • You can manage your LoyaltyMatch account at loyaltymatch.com or disconnect the integration through Shift4 Marketplace.

Integration Checklist

  • ☐ Confirm Shift4 Dine is active and processing transactions
  • ☐ Install LoyaltyMatch from Shift4 Marketplace
  • ☐ Complete LoyaltyMatch account setup
  • ☐ Configure earning rules, branding, and rewards
  • ☐ Process and close a test transaction
  • ☐ Verify points and test a reward redemption

Need Help?

For LoyaltyMatch account setup, program configuration, or integration support, email support@loyaltymatch.com or visit loyaltymatch.com/contact.

For Shift4 Dine or Customer Hub configuration, contact Shift4 Support or review the Shift4 setup guide.