Below are the following integrations:
Adding the Integration
Before you can turn on the specific type of integration (see above), you will need to add the appropriate POS integration within your account. To do this hover over your profile picture > Company Settings > Add-ons > Third Party and click 'Add Integration'.
From there simply select the appropriate integration from the list of compatible POS systems before clicking 'Add'.
If this is your first time enabling a Toast integration, you will need to send the following email to email@example.com (and please cc: firstname.lastname@example.org) requesting your Toast credentials:
I want to integrate 7shifts with Toast POS. I need the following information for each location that is associated with my Toast account: client id, secret, and restaurant GUID. My name is _________________ and my restaurant/cafe is ______________.
As long as you included email@example.com in the email, Toast will reply to you and 7shifts saying the credentials have been shared with 7shifts.
A 7shifts rep will then help you get the necessary information added to your account to enable the any of the integrations.
Real-time Sales & Forecasting
You can link your Toast POS with 7shifts to provide accurate sales forecasting when building schedules. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor target percentage. 7shifts will also show you in real-time what your actual sales are and alert you when you're making shift changes.
Once you have you Toast credentials, follow these steps:
Step 1: Login to your 7shifts and go to the top right > Company Settings > Add-ons > Third Party.
Step 2: Now turn on "Toast - Real-time Sales & Forecasting",
Step 3: Enter your Client Id, Client Secret and GUID (provided by your Toast rep) and other information and click "Activate".
Once you've activated it, it will take a few hours to start bringing in sales data.
Once it's complete, your schedules page will look like this:
The actual sales row will initially be empty until sales start rolling in. Once the sales numbers have been pulled in to 7shifts, they will be shown appropriately under the specific day.
Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert sales projections for you.
Enforce Schedule (Punch Enforcement)
You can now ensure staff only clock into Toast when they're scheduled to work. In turn, this allows you to control and reduce labor costs.
Here's how it works: Shifts are automatically synced to your Toast POS. Staff clock in/out on Toast. Toast will then validate whether or not that employee is scheduled to work and can clock in. If they are scheduled to work, they will be allowed to clock in. NOTE: If the employee isn't scheduled to work at that time, they will not be allowed to clock in unless a manager overrides.
If they are scheduled work, they will be allowed to clock in.
How to get started
1. From 7shifts: Enable 'Enforce Schedule'
Hover over your profile picture > Company Settings > Add-ons > Third Party > Toast. Now click on 'Activate'.
Enter your Client Id, Client Secret and GUID (provided by your Toast rep) and click "Activate".
This will begin to pull employee names from Toast and try to map them to your existing employees in 7shifts. You can either match up, ignore, or create the employee. NOTE: You have to have 0 unmatched employees in order to turn on the integration.
- Match: Simply find the corresponding employee in the list.
- Ignore: You'll want to ignore if the employee will never need to clock in/out (i.e. Salaried employees)
- Create: This will add the employee to 7shifts, allowing you to start scheduling them. If the employee is in 7shifts but not in Toast, you can choose to create the employee in Toast.
Click 'Save' once you are done. This allows the integration to begin, where 7shifts starts syncing all upcoming shifts to your Toast POS. It can take up to 30 minutes to finish synching. Take this time to login to Toast Back Office to enable the integration there.
2. From Toast: Enable 'Enforce Schedule'
In the Toast Back Office, you'll have to do two things:
- Go to Labor > Scheduling and customize the number of minutes an employee can clock early/late
- Go to Other Setup > UI Options, and ensure that 'Schedule Enforcement' is enabled.
Your integration will be enabled after that.
3. Adding employees after integration is enabled
Moving forward, you can add your new employees to Toast or 7shifts. If there are any new employees needing to be matched, you will see a banner at the top of your screen notifying you to take action.
We integrate with Toast actual labour, this means that your actual labor costs will be pulled into 7shifts. Once enabled, your actual labor costs will be displayed on the Dashboard allowing you to compare Sales vs. Labor.
To enable Toast actual labor, click the Toast logo or click ‘+ Add Integration’. From there, click 'Settings' beside the Location(s) that you want to enable. Next, enable your Actual Labor at the bottom right corner of your screen.
*Note: You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Toast actual Labor. Going forward, these numbers will be updated daily from your Toast terminal.