Upserve POS

Accurate sales and labor data tracking is at your fingertips with the Upserve POS integration!

SKIP AHEAD TO:
Activating the Integration
Actual Sales & Forecasting
Schedule Enforcement (Punch Enforcement)
Actual Labor
Mapping your Roles
Mapping your Employees
Employee Sync
Syncing Wages
Sync POS Time Clocking Data
⚠️ Access to certain features may require an upgrade from your current plan.


Activating the Integration

Follow these steps to enable the integration in your 7shifts account:

From Upserve: Add 7shifts as an API Partner

1. Login to Upserve and go to Settings > Integration Partners.

2. Click 'Add API Partner' > Select 7shifts > Click 'Add.'

It will display a new 7shifts username and password.

The above username and password will be needed to enable the integration in 7shifts.

From 7shifts: Enable Upserve integration

1. Hover over the 'More' menu > Integrations and click 'Add Integration.'

2. Search and select Upserve, then click 'Next.'

3. Select your Location, enter your Upserve/7shifts integration login information from the Partner section of Upserve, and click 'Connect.'

⚠️ Once you click 'Connect', it can take anywhere from 1-3 hours for the sales data to be populated into your account. Please check back in a few hours.

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. We will backfill 90 days of previous sales, if available. 7shifts will also use those Actual Sales values to populate Projected Sales, allowing you to create schedules based on those projections. These will become more accurate over time as more data is available. Sales data from Upserve POS syncs to 7shifts every 60 minutes.

7shifts will begin pulling in your sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Dashboard:

Click here to learn more about the Dashboard.

Manager Log Book:

Click here to learn more about the Manager Log Book.

Actuals Report:

Click here to learn more about the Actuals Report.

Labor Budget Tool:

Click here to learn more about the Labor Budget Tool.

Projected Sales

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert your sales projections for you. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor targets.

Actual Sales

The Actual Sales will initially be empty for the current or future days until sales start rolling in. Once the sales numbers have been pulled into 7shifts, they will be shown appropriately under those specific days.


 Schedule Enforcement (Punch Enforcement)

You can now ensure that your staff clocks into Upserve only 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 Upserve POS. Staff clock in/out on Upserve. Upserve 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. 

How to get started:

1. Head over the 'More' menu > Integrations > My Integrations > Upserve POS > Settings.

2. Click on 'Settings' beside the Location(s) that you want to enable.

3. In the 'Labor' tab click the slider button to enable Schedule Enforcement for this Location.

4. Once 'Enforce Schedule' is enabled, select your 'Grace Period' by clicking on the drop down menu.

⚠️ Please ensure that for every employee who needs to be able to clock in using Upserve, the Punch ID within 7shifts matches their Upserve PIN.

The Punch ID field in 7shifts can be found by navigating to the ' More' menu > Employees > Employee Profile > Employment.

Actual Labor

We integrate with Upserve for Actual Labor, 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 Upserve Actual Labor: 

1. Go to the 'More' menu > Integrations > My Integrations > Upserve POS > Settings.

2. Click 'Settings' beside the Location(s) that you want to enable.

3. In the 'Labor' tab, click the slider button to enable Actual Labor for this Location.

You'll see the Actual Labor numbers update on the Dashboard and Reports on the day you enabled Upserve actual Labor. Going forward, these numbers will be updated daily (every 15 minutes for closed punches) from your Upserve terminal.

⚠️ Upserve does not support live punch reporting, meaning that punches will not appear on the Time Clocking page or mobile dashboard until there is a punch-in time and a punch-out time.

Labor costs won't be up to date until all punches are closed for the day.

4. Be sure to Map Roles and Employees between Upserve and 7shifts.


Mapping Roles

First, you'll want to map your specific Roles between your POS and 7shifts to easily assign Roles when adding new employees from your POS. This is how you will be able to match your Roles in 7shifts to their counterparts in your POS.

⚠️ It is especially important to ensure that you map your Roles correctly before enabling the Wage Sync feature.
To map your Roles:

1. Head to the 'More' menu > Integrations.

2. From there go to Mapping > Roles.

7shifts will automatically map any Roles that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading.

If 7shifts was not able to auto map the specific Roles, you'll need to either create the Role within 7shifts or your POS, or map it to another existing Role.

Click here to learn more about mapping Roles.


Mapping Employees

You'll need to map your Employees between your POS and 7shifts to connect the Schedule Enforcement and Actual Labor features. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.

1. Go to the 'More' menu > Integrations.

2. From there, head to Mapping > Employees.

7shifts will automatically map any Employees that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading. 

For unmapped Employees, you can either match up, ignore, or create the Employee. 

  • Match: Simply find the corresponding Employee on 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 an incorrect match was made, you can always correct the mistake by unmatching them. The employee will now be listed under 'Unmapped' and you can assign them correctly from there. 

Moving forward, you can add your new Employees to your POS or 7shifts. New employees will be mapped automatically if a match is found. 

Click here to learn more about mapping Employees.


Employee Sync

7shifts can automatically create a new employee when you add them to your POS. Streamline your employee onboarding process by eliminating the need to enter employee information twice. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

⚠️ To use Employee Sync, you will first need to:

1. Have Actual Labor turned on in your integration settings.

2. Map your existing Employees. This will ensure Employees you have chosen to ignore during mapping will not be created in 7shifts.

3. Map your Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.

Click here for more information on enabling this function. 


Syncing Wages

You can set your Employees' wages in 7shifts to sync with the wages from your POS. This will ensure that your wages within 7shifts are always up to date with the wage in your POS.

⚠️ In order to apply the Wage Sync feature, you'll need to enable Wage-Based Roles and ensure that you have properly mapped your Roles.
To enable the Wage Sync setting:

1. Go to the 'More' menu > Integrations > My Integrations > Upserve POS > Settings.

2. Click 'Settings' beside the Location(s) that you want to enable. 

3. In the 'Employee Data' tab, click the slider button to enable Wage Sync for this Location. 

⚠️ Wages through Wage Sync will update every 60 minutes.

Sync POS Time Clocking Data

If you have a POS integration that includes labor, you have the option to view your employee's time clocking entries from the POS within 7shifts. In addition, you are able to export this time clocking data to any of our payroll integrations.

⚠️ At this time, Breaks (paid or unpaid) will not be imported from Upserve.

Click here for more information on enabling this function.
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