Admins and managers
Backbar’s Fintech integration let's you automatically bring invoice data from your alcohol distributors into Backbar. This gives you more accurate, detailed order history to power your inventory, ordering, and reporting workflows.
Backbar’s Fintech integration connects your Fintech account to your Backbar venues so that:
Distributor invoices are sent to Backbar automatically
Each night, Fintech provides your most recent invoices from participating distributors. Backbar imports those files and processes them for your venue.
Invoice date and invoice number
Products purchased (at the item level)
Quantities and related invoice details
Invoice-level history is available in Backbar
For each integrated distributor, Backbar receives:
Invoice date and invoice number
Products purchased (at the item level)
Quantities and related invoice details
Backbar creates orders from the invoices
The invoice file is processed and a new order is created within Backbar, or if the software detects the order already exists, the existing order is updated as long as it wasn't still in an open status.
The software tries to detect any additional fees or credits, such as keg deposits, returns, or shipping fees. and add these as additional line items
The Fintech integration is only available to organizations on the Backbar Essential or Professional plan.
Additional requirements:
You must be a Fintech customer.
Backbar does not charge an extra fee for connecting Fintech, but Fintech may charge setup and/or monthly fees for providing invoice data. Backbar does not control Fintech’s pricing.
Enabling the Fintech integration involves coordination between you, Fintech, and Backbar. Below is the typical process.
Before you begin:
Make sure your organization is on the Essential or Professional Backbar plan.
Verify that you are a Fintech customer or are working with Fintech to set up service.
In Backbar, ensure your key distributors are set up as vendors in your Backbar account.
To start the integration, you must reach out to your Fintech representative and request that your venue(s) be integrated with Backbar.
When you contact Fintech, you can say something like:
“We use Backbar for inventory and ordering and would like to enable the Backbar–Fintech integration so our distributor invoice data can be sent to Backbar.”
Once you’ve requested the integration, a Fintech representative will reach out to Backbar’s team with:
Your venue details (store name and address)
A list of distributors they provide invoices for on your behalf
Backbar uses this information to match your Fintech data to your Backbar account.
On the Backbar side, we match your Backbar identifiers with Fintech identifiers for your venue and vendors. This step is internal to Backbar and Fintech, but may involve follow-up questions to you if something in your account needs clarification (e.g., confirming a distributor name or adding a missing vendor).
After Backbar provides Fintech with the necessary mapping data, Fintech sets up the integration on their end and configures the secure file delivery of invoice data to Backbar. Fintech will then confirm with Backbar that the integration is active.
Once Fintech has everything in place, Backbar:
Activates the Fintech connection for your venue and mapped vendors
Begins nightly processing of new invoice files Fintech sends for your account
At this point newly received Fintech invoice data is imported and processed automatically
Timing can vary based on:
How quickly you and Fintech complete their commercial setup
Whether Backbar needs to help set up or clean up vendors in your account
Once Fintech has confirmed the integration is ready and Backbar has completed the mapping, data typically begins flowing within a few business days.
After the integration is enabled, you should see recent invoice data from your Fintech-connected distributors reflected on your Backbar "Order history" page
If you believe Fintech is live but you’re not seeing data:
Contact Backbar Support with:
Your venue name
Which distributors should be integrated
We can then verify that the connection is set up correctly on the Backbar side.
If you need to add or remove distributors from your Fintech–Backbar integration:
Contact your Fintech representative and request the distributor changes for your store/location and ask that they notify Backbar of the new distributor.
Fintech will coordinate with Backbar if any new distributor needs to be linked to a vendor in Backbar.
