7shifts Integration Setup Guide

7shifts Integration Setup Guide

What’s The 7shifts Integration?

7shifts is an employee schedule management system for hospitality businesses. 7shifts helps manage employee schedules, forecast sales, and more! With the Arryved + 7shifts Integration, your POS sales and labor data are synced with 7shifts to provide the most accurate and up-to-date forecasting. Use this guide to complete the steps to integrate your Arryved POS with your 7shifts account. 

Prerequisites

  • To complete the steps in this guide, you must be an Arryved Portal Super Admin or an Admin with one of the following Permissions:

    • COMPANY SETTINGS

    • ALL ACCESS

    • FULL ADMIN

Limitations

  • 7shifts automatically bills your account for each Arryved Location synced with the integration.

  • The Employee Sync does not support employee removals. To fully remove an employee, they must be manually removed from both places:

    • If you remove an employee just from your Arryved Portal, the sync will not deactivate the same employee in 7shifts. 

    • If you deactivate an employee just from 7shifts, but they are still active in your Arryved Portal, the sync will continue to link the Portal employee to the deactivated 7shifts employee. Please note that 7shifts does not allow employees to be fully deleted.

Setup Guide

Whether you have a 7shifts account already or not, you can start here:

Step 1: Reconcile Your Employees

For your employees to be properly synced in both your POS and 7shifts, they must have a matching first name, last name, and valid email address. If there are variations, you may experience duplicates. 

  • Employees in both places: If you have any employees who are already entered in both your Arryved Portal and 7shifts, make sure their first and last names and email addresses are spelled the same in both places. A mismatch will create duplicates when the sync takes place. 

  • Employees in 7shifts: If you have any employees who are only entered in 7shifts but you also want them synced with your POS, make sure to enter them into your Arryved Portal with matching names and email addresses before syncing. 

  • Employees in Arryved: If you have employees in your Arryved Portal, but not in 7shifts, the sync will create them as new employees in your 7shifts. No action needed. 


Step 2: Set Up Third Party Support 

After you’ve reconciled your employee list, you can begin to set up the integration:

  1. Log in to your Arryved Portal.

  2. From the left side navigation bar, click Company Settings.

  3. Click Third Party Support.

  4. Click New Vendor +.

  5. From the Vendor Type dropdown options, choose 7shifts Integration.

  6. Click Save.


Step 3: Log In or Sign Up With 7shifts

  1. Next, you either need to log into your existing 7shifts account or sign up for a new account today. Choose one of the following buttons:

    • Create New 7shifts Account

    • Log into my 7shifts account


  1. Log in with your 7shifts credentials, or fill out the form to begin the free trial period for your new account.

  2. Once logged in or signed up, you’ll be directed to Grant Access to your Arryved data. 

  1. Once you see a success message, head back to the Third Party Support page in your Arryved Portal. 

  2. Refresh the page. 

  3. Click on your new 7shifts Integration to open the page back up. 

Step 4: Choose A Location & Sync Settings

  1. From the 7shifts Location dropdown, select the Arryved Location you want to integrate with 7shifts. This should be the location currently logged into your Arryved Portal.

  2. Toggle the Sync Status to on.

  3.  Click Save again. 

  1. Use the checkboxes under the Location Settings to select which type(s) of POS data you want to sync with 7shifts (hint: hover over the info icon to learn more about each one).

    • Sales Data

    • Labor Roles And Employees

    • User Wages (Must first enable Labor Roles and Employees)

    • Time Punches (Must first enable Labor Roles and Employees)

  2. Click Save again.

Syncing Multiple Locations

If you are syncing multiple locations with 7shifts, repeat these steps for each location. Begin by logging into the next location in your Arryved Portal and heading to the Third Party Support Page.

Integration Support

Arryved shares your POS data with 7shifts to help unlock more powerful scheduling and reporting features, but you’ll use those fancy features in your 7shifts account. If you need assistance, reach out to your 7shifts representative or use their Support contact page listed below:

If you need assistance with your Arryved Portal, setting up the integration, or are experiencing issues, don’t hesitate to contact Arryved Support

Next

Arryved provides the data, 7shifts provides the dashboard. Once integrated, you’ll log into your 7shifts account to see data and projections for sales and labor. Here are some places to look: 

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