Managing Your 7shifts Account: Splitting or Merging Locations

As your business evolves, the desire to adjust your 7shifts account structure may arise. You might want to split your account by moving a location(s) into its own separate account, or merge multiple accounts by bringing locations together into one.

Under certain circumstances, our support team can assist with splitting or merging locations. Before taking any action, we recommend contacting our Support team to confirm if your specific request falls within our scope of direct support. This ensures you receive the most efficient and accurate solution.

If your request falls outside what our support team can directly assist with, you still have options to achieve your desired setup. You can do this by either:

1. Creating a new account
2. Creating a new location within your existing account

Option 1: Creating a New 7shifts Account for a Location

If you need to move a location to its own separate 7shifts account, you'll need to create a new account:

1. As an Admin, create a new 7shifts account
2. Build your Account Structure and configure your Settings: Getting Started for Admins

   Pro Tip: Take advantage of our AI Schedule importer to automatically populate your account structure. Note, this feature is only available for new accounts at this time.

3. Reconnect your POS (if applicable): If you use a Point of Sale (POS) system that integrates with 7shifts, reconnect it to your new account. You can find our list of POS partners here: POS Partners.

4. Import your employees

   • If your POS is connected, use the Employee Sync feature to import your employee list.

   • Alternatively, you can use our Employee Import tool and use employee data you exported from your other account. 

5. Reconnect your Payroll integration (if applicable): If you use a Payroll system that integrates with 7shifts, reconnect it to your new account. You can find our list of Payroll partners here: Payroll Partners

Once the new account is created, you may want to delete the old Location from your other account. Please ensure you back up your data prior to deleting. Learn how to delete a Location here. 

Option 2: Creating a New Location Within Your Existing Account

If you want to consolidate locations into a single 7shifts account, you'll need to add a new location.

Here are some tips on how to get started: 

1. Add a Location: Once the new location is created, you'll need to manually add or import employee assignments and schedules for that location. You may be able to leverage your backed-up data to streamline this process. Learn how to add a Location here. 

   Pro Tip: You can replicate all the Departments and Roles from an existing Location, to your new Location with a few simple clicks. Learn more here.

2. Adjust Location Settings: Learn more here.
3. Reconnect your POS (if applicable): If you use a Point of Sale (POS) system integrated with 7shifts, reconnect it to your new account. You can find our list of POS partners here: Payroll Partners
4. Import your employees:
   • If your POS is connected, use the Employee Sync feature to import your employee list.
   • Alternatively, you can use our Employee Import tool and the employee data you exported earlier.
   • If the employee already exists in the account, you can adjust their assignments and add them to the new location. Learn more here.
5. Reconnect your Payroll integration (if applicable): Payroll Partners

Following the merging of locations into a single 7shifts account, it may be necessary to cancel the original, now redundant, account(s). 

Before proceeding with cancellation, please ensure to back up your data from the old account(s) as this action will result in a loss of important information. Learn how to Cancel Your Company 7shifts Account here.