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

• You must be an Admin in 7shifts to set up this integration.
  

• Any new Employees that you want to sync to 7shifts must have a valid email address entered in your Arryved Portal
  

• Note: If an employee already exists in your 7shifts account, entering an email for the same employee in Arryved Portal will not override the existing one in 7shifts.

Limitations

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

• Any mismatches between the names of Employees, Labor Roles (Roles), or Labor Role Types (Departments) could result in duplicates. Please complete your data mapping (in step 2 of this guide) diligently. 

Setup Guide

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

Step 1: Decide Which POS Data You Want To Sync

Enabling this integration allows you to decide which types of POS data you want to sync over to 7shifts. The more you enable, the more tools you have access to in 7shifts. However, we advise you to do what you think is best for your business. 

Here are your options:

1. Sales Data: 

1. Arryved sends POS Sales Receipts in real-time to create predictions for sales and schedule forecasting. 

2. Includes Location ID, Venue, Net Total, Gross Total, Comps, Tips, Date/Time, Tab Status

2. Labor Roles And Employees

1. Sync your employees to keep track of them in both systems 

2. Includes Employee Name, Email, Labor Role, and Labor Role Type

3. User Wages (Must first enable sync for Labor Roles and Employees)

1. Sync your employee wages so they match in both systems

2. Includes Per Hour rate and any Pay Overrides. 

4. Time Punches (Must first enable sync for Labor Roles and Employees)

1. Sync employee clock-in and out times to keep track of scheduling 

2. Includes clock-in and out times from Arryved Service and any adjustments made on the View Hours page in Arryved Portal. 

For any data that you sync with 7shifts, your Arryved Portal becomes the source of truth for that data. When the sync takes place, your POS data will override any equivalent data in 7shifts. Because of this, we don’t want you to get your heart set on a perfect configuration in your 7shfits account. You’ll want to set up your ideal configurations from your Arryved Portal. 

Step 2: Arryved Portal Prep For Data Mapping

Depending on which types of POS data you want to sync, you’ll want to make sure your data in Arryved Portal is cleaned up so it properly maps to the equivalent data in your 7shifts. 

When the sync takes place, Arryved will push this data to your 7shifts, and it will map to the data with matching names in 7shifts. If any data from your POS does not match something in your 7shifts account, it will create a new instance in 7shifts. 

The sync does not go both ways. Adding/removing/changing information in 7shifts will not affect your Arryved Portal data. 

Use the table below to compare the terminology in your Arryved Portal with the equivalent terms in your 7shifts. You only need to prep the type of data you plan on syncing. 

Prep For Employee Sync

For your employees to be properly synced in both your POS and 7shifts, their names or email addresses must match exactly. If they don't, 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 or 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 their names or email addresses in your Arryved Portal matches what’s written in 7shifts before syncing. 

• Employees in POS: 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. 

Note: Employees in Arryved Portal must have at least 1 Labor Role assigned to them in order to be synced with 7shifts. 

Prep For Labor Role Sync

• Labor Roles in POS: Labor Roles in your POS will copy over to your 7shifts account and create new “Roles”. Even if you have an existing Role in 7shifts with a matching name, it will not map; it will always create a new one. Employees who are assigned to a “Role” in 7shifts will be re-assigned to the newly created Role if they were assigned that same Labor Role in your Arryved Portal.

• Labor Role Types in POS: Whatever you select as the “Labor Role Type” will map to the “Departments” in your 7shifts. Keep in mind that Types in Arryved Portal are preset; you cannot make your own. 

• If there’s no Type selected for a Labor Role, it will sync to 7shifts with ‘None’ as the Department. 

• Departments in 7shifts: In 7shifts, you can create any “Department” you want, so we advise you to create or rename a Department for each preset Labor Role Type you’ll be syncing from your Arryved Portal. The name must match exactly how you see it in Arryved. It will be case sensitive and must include any underscores.

Prep For Wages Sync

• Per Hour in POS: “Labor Roles” in POS are mapped to the “Roles” in your 7shifts. Anything in the “Per Hour” field in Arryved Portal will be used for employee “Wages” in 7shifts.

• Pay Override in POS: If any individual employees have a “Pay Override” in Arryved Portal, that same employee’s “Wage” will be overridden in 7shifts for the given role assignment. 

• Effective Date in 7shifts: Any changes or new syncs for wages from POS will post that sync date as the “Effective Date” in 7shifts. 

Step 3: Set Up Third Party Support 

After you’ve made sure that your related data in Portal is ready for your 7shifts account, 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 4: 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

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

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

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

5. Refresh the page. 

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

Step 5: Choose A Location & Sync Settings

1. From the 7shifts Location dropdown, select the name of the 7shifts Location you want to integrate with your Arryved Portal location. 

2. Toggle the Sync Status to on.

3.  Click Save again. 

4. Use the checkboxes under the Location Settings to select which type(s) of POS data you want to sync with 7shifts (p.s. You can 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)

5. Click Save again.

Syncing Multiple Locations

If you are syncing multiple Arryved Portal locations with 7shifts, repeat these steps for each location. Begin by logging into the next location in your Arryved Portal.

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. Check out some of these 7shifts resources to get started. If you need assistance, reach out to your 7shifts representative or use their Support contact page listed below:

• 7shifts Support Contact

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: 

• Dashboard > Sales & Labor (See real-time sales and labor costs plus projections)

• Dashboard > Who’s working (view current time punches from your POS)

• Reports > Actuals (View and download historical reports of actual sales and labor data)