Restaurant POS migration checklist
By Matt Barrett · Updated October 2026
Every POS switch I have run went wrong in the same three places: the old processor contract, the gift card balances, and the network. This checklist puts those first. Tick items off here (your browser remembers them) or print it for the office wall.
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8 weeks out: decide and sign
Pull your current POS, card processing and online ordering contracts. Note end dates, auto-renew terms and termination fees.
Get written quotes per location: software, add-ons, hardware, install, processing effective rate.
Run the demo with your own menu, including modifiers, combos and price levels.
Confirm every integration you rely on (online ordering, delivery, loyalty, gift cards, scheduling, inventory, accounting) is supported, and by whom.
Agree a go-live date on a slow day, and a hardware ship date at least two weeks before it.
Name one owner for the project and one manager per location.
6 weeks out: export everything
Export the full item list with prices, modifiers, tax rates and sales categories.
Export a 12-month product mix report. Flag items with no sales for deletion.
Export employees, job codes, pay rates and permissions.
Request a gift card liability report from your current provider: full card numbers, balances, active and inactive lists.
Export loyalty members, points and any house accounts.
Export the reports your accountant needs for past years: sales by day, taxes, labor, voids, comps.
Walk each location and list every terminal, printer, kitchen screen, drawer and card reader, with its network drop.
4 weeks out: build and fix
2 weeks out: hardware and people
For the full story of one switch, read Switching from Aloha to Toast: what it really takes . If you are still choosing between systems, start with the Aloha alternatives comparison .