How to connect Servio
Do not change this user’s card code or delete the terminal after connecting: syncing stops until you enter the new details.
- In finiq, open “Integrations” → “Cash registers & CRM”, find the Servio card and click “Connect”.
- Find the address of your venue’s POSExternal service. If Servio runs in Servio’s cloud, it looks like https://possvc3.servio.support/<number>/POSExternal — Servio support gives it (support@servio.com.ua, 097 537-01-68). If the service runs on the venue’s own server, you need an address reachable from the internet (an external IP address or domain and a port, e.g. http://203.0.113.7:29033/POSExternal): local network addresses (192.168…, 10…) will not do.
- In Servio WorkDesk open «Довідники» (Directories) → «Користувачі» (Users) and create a separate user for finiq (add them to «Персони» first) with a role that sees closed bills. Copy their «Код карти» (card code).
- The terminal code (TermID) identifies the station the service works as: a terminal is added in Servio Desktop under «Адміністрування» (Administration) → «Додати» (Add), station type ANDROID. If you are not sure which code to enter, ask Servio support for a terminal code for an API integration.
- Paste the address, card code and terminal code below. finiq only reads payment types, closed bills and Z-reports and changes nothing in Servio.
- Click “Check and continue”: finiq checks the access and shows the accounts.
- For each account, choose “New account”, “Existing account” or “Do not sync”.
- In “Load history for”, choose the number of months and click “Start syncing”. Transactions appear gradually.
Servio POS API documentation ↗
Good to know
- Revenue comes in for every finished day: per payment type and legal entity (sole trader, company), with returns taken off. Today’s bills appear the next day. Service deposits and withdrawals come from Z-reports when the venue uses Servio’s software register.
- Each Servio payment type is its own account: cash becomes a «Cash» account, cards and delivery platforms (Glovo, Bolt Food) get accounts of their own. Bonuses are a discount, not money, so they are not synced by default. If card money already reaches a connected bank from the acquirer, mark those deposits as transfers from the terminal account or choose «Do not sync».
- Servio returns one day of bills per request: a year of history takes about 7 minutes.
- A cash register or CRM connects with an access key: order payments and sales become operations automatically every 30 minutes, buyers become counterparties, and auto-rules work just as for banks. The key is stored encrypted.
- The key is encrypted and never shown in full; disconnecting the integration deletes it.
Who can do this. The owner, admins and financiers connect cash registers and CRMs.