7Shifts is an all-in-one team management platform built for restaurants. The 5-Out integration pulls 7Shifts data into 5-Out so you can see your scheduled and actual labor. 5-Out can also push forecasts into 7Shifts to aid in schedule planning.
NOTE:
1. You will need to be an account admin on your 7Shifts account to authorize the connection
2. There are two ways to set up this integration, depending on the 7Shifts plan you have.
How to set up the 7Shifts integration
If you have "The Works" or "Gourmet" 7Shifts plan,
Check your email for your customer 5-Out <> Square integration link
Click the link to complete the process
Reach out to our team to ask us to turn on pushing 5-Out forecasts into 7Shifts:
That's it! Once done, we'll start to import your scheduled labor.
If you have the "Entree" 7Shifts plan,
Log into 7Shifts
Open the "Settings" menu by clicking the gear at the bottom of the left side menu
Click into "Developer Tools" within Settings:
Select "Create Access Token"
Name your integration "5-Out" and select someone on your team as the technical contact:
Click the paper icon on the right side of the Access Token row you've just created to copy the access token to your clipboard:
Email us your access token, and let us know if you would like us to turn on pushing 5-Out forecasts into 7Shifts:
That's it! Once done, we'll start to import your scheduled labor.
7Shifts Integration FAQ
1) Do 7Shifts actual sales numbers use GROSS sales or NET sales?
7Shifts uses Net Sales by default when a POS integration is connected
If you would prefer to see Gross calculations, reach out to our team at support@5out.io and we can work with 7Shifts to change this
2) Why does an error come up when I click the sales refresh icon?
This a warning pop-up that by pushing the Re-Sync button it will overwrite all Projected Sales values with what the 7Shifts algorithm calculates based on historical Actual Sales on the location
The projections are not locked in and can still be changed by API or directly by user in-app
If the sales sync icon is green, it means that someone had re-synced the projected sales for that week to use 7Shifts calculated sales projections