# Heartland Retail and Volty

> Shoppers ask on Instagram whether their size is at a nearby store, and Volty reads Heartland Retail stock by location and passes the hold to that store.

Shoppers ask on Instagram whether their size is at a nearby store, and Volty answers from Heartland Retail inventory by location and passes the hold to that store's team.

Talk to Volty · Free trial

Updated 2 Nov 2026

## Size 9 at the Boulder store

Lauren wants the Teton boot in women's 9. Volty reads Boulder and Denver stock and the Boulder team holds a pair.

L

laurenpaige

Instagram · Customer

Do you have the Teton hiking boot in women's 9 at Boulder?

Checked Heartland Retail · Teton boot W9 · Boulder 2 · Denver 4

Volty Yes, Boulder has 2 pairs in women's 9. Want me to ask them to hold one for you today?

Yes please!

Boulder store Held under Lauren at the front counter until close.

Google Sheets

Heartland Retail · Teton hiking boot · Women's

|  | Size | Boulder | Denver | Fort Collins |
| --- | --- | --- | --- | --- |
| 2 | 8 | 1 | 3 | 0 |
| 3 | 8.5 | 0 | 2 | 1 |
| 4 | 9 | 2 | 4 | 1 |
| 5 | 9.5 | 1 | 0 | 2 |

Row 4 added by Volty

## What Volty does with Heartland Retail

Heartland Retail is the cloud POS and inventory software specialty retailers run their stores on. Our team connects it to Volty with an API token created from a Heartland Retail user account, so Volty works within that user's permissions. Shoppers ask on Instagram or WhatsApp whether a store has their size, and Volty answers from inventory by location and passes a hold to the store.

- Their size at their store · Inventory is read per item, size and location, so the shopper hears exactly which store has it.
- Holds to the store · The store team gets the item, size and name in the thread and confirms the hold there.
- Past purchases · Past tickets on the customer's record tell them which jacket or boot they bought before.
- Staff ask Volty · A district manager asks how each location sold over the weekend.

Connects with

Heartland Retail REST API, user API token

Volty reads

Items, inventory, customers, tickets

Volty can change

None

Setup

Our team, on your subdomain

Category

Retail & POS

Weekend sales by location, pulled for a store manager in team chat.

### Last year's jacket

Angela wants last fall's rain jacket in a new color. Volty finds it on her past tickets.

AR

Angela Ruiz

WhatsApp · Customer

I bought a rain jacket from you last fall and want another in a different color. Which one was it?

Checked Heartland Retail · Angela Ruiz · 14 Oct 2025 · Summit rain shell, navy, M

Volty Hi Angela, it was the Summit rain shell in navy, size medium. It comes in forest green and charcoal this season, both in stock in medium.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Special order arrived

- When · Every morning · Runs at 9am
- Step 1 · Reads special orders received · Special orders received at a store
- Step 2 · Tells each customer · A pickup template
- Step 3 · Answers the replies · Hold and pickup questions go to that store

A size check at the Boulder store, with a hold passed to the floor.

## How Volty connects to Heartland Retail

Heartland Retail's REST API runs on your own subdomain and takes a bearer token that a user generates. New OAuth app registrations are closed, so a user token is the route.

- 01 · Create a Volty user · Give a Heartland Retail user only the permissions Volty needs, since the token inherits them.
- 02 · Generate the token · From the top-right menu, open My Account, then API, then Generate New Token. Copy it, as it is shown once.
- 03 · Approve in Volty · Our team builds the custom connection and an admin approves it once.
- 04 · Check the tools · These tools only read. Each can still be set On, Check with staff, or Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Look up an item · Reads
- Read inventory by location · Reads
- Read a customer's tickets · Reads
- Read sales by location · Reads

Reading tools can be turned on straight away. Anything that changes Heartland Retail starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### What does Volty need from our Heartland Retail account?

An API token. A user opens the top-right menu, then My Account, then API, and clicks Generate New Token. Every call runs with that user's permissions, so most retailers create a dedicated user with read access to items, inventory and customers. Our team builds the custom connection and an admin approves it in Volty.

### Can Volty hold an item for a shopper?

Volty does not change inventory in Heartland Retail. When a shopper asks for a hold, Volty posts the item, size and name to the store team in the thread, and a colleague sets it aside and confirms. The shopper sees the confirmation in the same chat.

### Can store managers ask Volty about sales?

Yes. A manager asks in Volty's team chat, for example how the weekend went by location, and Volty reads the sales data the token can see. It answers with the figures and does not post them anywhere else.

### How much does it cost to connect Heartland Retail with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- Agiliron Retail & POS
- PHP Point of Sale Retail & POS
- Square E-commerce
- Instagram DM Messaging channels
- WhatsApp Business API Messaging channels

All integrations

## Start your free trial

Talk to Volty · Start your free trial

Sign up for our 7-day trial. No credit card needed.

## Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · 8 October 2026

### Meta now charges for WhatsApp replies

The Leonard and Volty Show · 1 October 2026

### Too busy to hire?

The Leonard and Volty Show · 21 September 2026

### From $500 chatbot jobs to agentic AI

The Leonard and Volty Show · 10 September 2026

### Your AI is a new employee

The Leonard and Volty Show · 4 September 2026

### Trust in the AI world

The Leonard and Volty Show · 29 August 2026

### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026

## Links

- [Retail & POS](https://voltade.com/integrations?category=retail)
- [AgilironRetail & POS](https://voltade.com/integrations/agiliron)
- [PHP Point of SaleRetail & POS](https://voltade.com/integrations/php-point-of-sale)
- [SquareE-commerce](https://voltade.com/integrations/square)
- [Instagram DMMessaging channels](https://voltade.com/integrations/instagram)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
