Setting up a third-party login for OpenTable gives your Bench bookkeeping team access to your OpenTable Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.
1. An OpenTable account
2. The email address provided by your bookkeeper (formatted as thirdpartylogins+business.name@bench.co)
1. Log in to your OpenTable account
2. Click on the three white lines in the upper left corner. Under the ‘Admin’ section, click ’Accounts’
3. In your ‘Directory,’ click ’Add new user’
4. Enter the following information:
5. Check the box labelled ’Enable two-factor authentication’ and enter the following phone number:
6. Scroll down to select the access type. Click ‘Reporting’
7. Select ’Create’ in the top right corner
8. You’ll see a confirmation message at the top of the screen, confirming you’ve created a new user account. You’ll also receive an activation email to finalize the account creation
9. Go to your email inbox to click the activation button to complete the creation of this account
10. Once you’ve clicked ’Activate,’ we will receive an email to set a password and sign in to your account
To complete the third party login, we need to finalize the connection within 24 hours. Please let your bookkeeper know through the message feed once you have completed the instructions above.
Our team will receive the invitation and accept it — typically within one business day. No further action is needed on your end.
I'm not sure what to use for the email address.
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.