⚠️ Beta Notice
This integration is currently in beta. Data syncing is active but not all reports or values can be guaranteed 100% accurate.
Before you begin
Is your Dnero site set up?
Have you set up your Report Groups in Dnero?
Have you received your Loaded credentials?
Step 1: Setting up your Report Groups
Step 1: Setting up your Report Groups
Log onto your admin portal at https://app.dnerohq.com/
Create the Report Groups that will be displayed in Loaded. Navigate to Items & Orders -> Report Groups -> Add report group
ℹ️ Dnero Report Groups show as Loaded Products ℹ️
Assign each product and modifier to a Category to ensure they appear in Loaded
For each category, assign a 'Default Report Group' to control how it appears in Loaded. Navigate to Items & Orders -> Categories -> Select Default Report Group -> Update
ℹ️ A single category can only be assigned to a single report group but a report group can have many categories assigned to it ℹ️
Step 2: Sync Loaded Credentials
Step 2: Sync Loaded Credentials
Select the Loaded Integration by navigating to Admin -> Features -> Manage
Select site -> Click the 3 dots -> Click Link
Enter Loaded Credentials (username and password) -> Click Link
Dnero & Loaded Data Differences
Dnero & Loaded Data Differences
Certain order and payment details may appear differently in Dnero and Loaded due to how each system processes and displays information. This table explains some of the differences:
Case | Example | What You See in Dnero | What You See in Loaded |
Unpaid Orders | A customer places an order but doesn’t pay. | Shows as an unpaid order with all items listed. | Shows as an open order with all items listed. |
Discounts | A discount is applied to the entire order e.g. Staff Discount 10% | Type is Discount name e.g. ‘Staff Discount’ | Type is ‘Default Discount’ |
Surcharges | A surcharge is applied e.g. public holiday fee | Appears in the Additional Charges section. | Appears in the Discounting section. May be included in ‘Today’s Orders’. |
Split Payment by Products | A group splitting the order by products during payment e.g. Salad + 2x Beers | Seperate orders are created for each split product payment with its own order status | A single order with one order status |
Split Payment by Price | A group splitting the order by price during payment e.g. $25 each | A single order that is partially paid until all are complete | A single order that is open until all payments are complete |
Refund by Items | A refund is given for a specific item. | Shows the item refunded in transactions | Shows a refund as a single amount not linked to a product. |
Voids | Mispour drink - Void with wastage | Reason - Mispour drink | Reason - Void with wastage |
🛠️ Troubleshooting
🛠️ Troubleshooting
If the integration isn't working:
Double check the credentials are correct
If the sync/connection fails
Select site -> Click the 3 dots -> Click Unlink
Repeat Step 2: Sync Loaded Credentials
If issues continue, reach out to:
Dnero support: support@dnerohq.com
Loaded support: support@loadedreports.com