Square POS

You can link your Square POS with 7shifts to provide accurate sales and labor 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 and labor are and alert you when you're making shift changes.

Adding the Integration

Please note: At this time, you will only be able to connect your Square account to one 7shifts account. Multiple locations are supported, if they are all within the same 7shifts account. Please contact support@7shifts.com for more information.

Log into your account and click on the 'More' menu > Integrations > Add Integration.

Check the box next to the Square logo from the list of compatible POS systems before clicking 'Add'.

Getting started

After you selected Square as your Third-Party Integration, complete the below steps to get started.

1) Click 'Add Account'

2) Next you will be taken to Square to verify your account. Sign into your Square account with your existing login email and password.

3) Once you have signed in, a Permission request will appear (see below), click "Allow". This allows for your real-time sales data to be sent to 7shifts. Next, you will be taken back to your 7shifts account.

4) Your Square account information will be automatically entered into 7shifts. The email address associated with the account will appear under "Account", shown below.

5) Next, connect your location in 7shifts with your Location in Square. To do this, select your 7shifts Location > click the Square location drop-down menu and select the correct Square location. Once the Square Location is selected, click "Activate."

If your Location names are appearing the same in the 'Square Location' dropdown you'll want to head over to your Square POS and edit your Location names to something unique.

It may take up to 30 minutes for your sales data to sync with 7shifts when you first initialize the integration.

Real-time Sales & Forecasting

You can link your Square 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've activated the integration, it will take up to 30 minutes to start bringing in sales data. Once it's complete, your schedules page will look like this:

The actual sales row in the budget tool will initially be empty until your Square sales start rolling in. Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales from your Square POS and insert sales projections for you.

Actual Labor

We integrate with Square 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 Square Actual Labor:

Click on the 'More' menu > Integrations > Square.

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

Turn on 'Actual Labor' and click "Map Employees" to map your Roles and Employees between your POS and 7shifts.

Note: Turning on "Actual Labor" from Square will deactivate 7punches if it was enabled.

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.

Click here for more information on enabling this function.

Mapping your Employees

You'll need to map your Employees between Square and 7shifts to connect the Actual Labor feature.

Click the 'More' menu > Integrations
From there, select Square > Specific Location > Resolve Now > Employee

7shifts will automatically map any Employees that already exist between Square and 7shifts. 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 un-matching them. The employee will now be listed under 'Unmapped' and you can assign them correctly from there.

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.

To use Employee Sync, you will need to have Actual Labor turned on in your integration settings.

Prior to turning on employee sync, we recommend mapping your existing employees & roles. This will ensure employees you have chosen to ignore during mapping will not be created in 7shifts and employees will be assigned the correct roles when they are created.

To enable the 'Employee Sync' setting:

Click the 'More' menu > Integrations
Click 'Settings' beside the Location(s) that you want to enable
Click the slider button under the Labor Integrations section to enable Employee Sync for this location. Once enabled, when 7shifts detects a new employee on your POS that does not match any existing records, we will automatically create the employee and send them an invite to 7shifts. 7shifts will sync the following fields when creating an employee: first name, last name, email, and roles.

4. Any recently added employees will be tagged as NEW on your employee page so you can adjust their settings or permissions once they have been created in 7shifts.

Click here to learn more about Employee and Role Mapping. Click here to learn more about Employee and Role Mapping.