GoTab POS

GoTab POS

Accurate sales, labor, and automated tip distribution are at your fingertips with the GoTab POS integration. This connection automatically syncs sales and time-clocking data while feeding your 7shifts Tip Pooling rules to help you streamline your operations.

Things to Know

Review these critical technical requirements before enabling the integration:

• To ensure accurate reporting, all receipts must be closed in GoTab at the end of the night. Unclosed receipts can cause discrepancies in sales and tip data between systems.
• Assistance from the GoTab support team (support@gotab.io) is required to complete the initial setup.
• Access to certain features may require an upgrade from your current 7shifts plan.

Add the Integration

1. You will need to have your Resource IDs handy. You can get your Access Token and information from 7shifts by heading to Settings > Developer Tools.
2. To get started the Admin of the Account can log into GoTab to grant access between 7shifts and GoTab. Click here to learn more about integrating from GoTab.
3. Contact support@gotab.io or your Customer Success Manger to finalize your 7shifts setup.
4. Once connected, your settings are accessible under Apps & Integrations > My Integrations > GoTab > Settings.

Note: After you've activated the integration, it may take several hours for the system to start bringing in your previous sales data.

Employee and Role Mapping

Mapping connects users and roles between GoTab and 7shifts to ensure labor data flows to the correct profiles. Correct mapping reduces integration warnings and prevents issues when running payroll. You can leverage 7shifts reporting and analytics tools to help you make informed decisions and track your business needs.

1. Head to Apps & Integrations > Mapping and choose the Employees or Roles tab.
2. 7shifts automatically maps roles and employees that have identical names and spacing in both systems. You'll find those under the Matched heading.
3. For Unmatched employees or roles, choose to Match, Ignore, or Add them to 7shifts to ensure data syncs correctly.

Role & Employee Mapping in 7shifts defines the universal setup rules and mapping logic for all supported integrations.

Actual Sales and Forecasting

Real-time sales data integration is enabled by default upon activation. Once connected, 7shifts pulls sales data from GoTab to provide a real-time view of your labor costs and generate AI-powered forecasts.

• It takes approximately 1–2 weeks of data collection for sales projections to become visible.
• Both 7shifts and GoTab must be configured with the same time zone and workday hours (5:00 AM to 5:00 AM) for data accuracy.
• Ensure that you close all your receipts at the end of the night.  Failure to do so can result in a change in receipt dates when payments are cleared on subsequent days, causing discrepancies in reporting between 7shifts and GoTab. In other words, any payments or tips added to a receipt at a later time may not be accurately reflected between the systems.

Actual Sales and Forecasting defines universal rules and how projection logic applies across all supported integrations.

Actual Labor and Tips

As labor data syncs from the POS, 7shifts pulls employee punches and labor costs to support accurate reporting, tip calculations, and payroll workflows. Once enabled, actual labor totals are displayed on the Dashboard, allowing you to compare sales vs. labor. Tips are managed alongside actual labor in 7shifts because they are earned during worked time and associated with employee punches. 

To enable labor sync:

1. Go to Apps & Integrations > My Integrations > Toast > Settings.
2. Select the Labor tab.
3. Toggle on Actual Labor.

• When an employee clocks in, their open punches are immediately sent over.
• Breaks, declared tips, and punch-out times are sent upon punch-out.
• While you can edit punches in GoTab, it is recommended to make all labor edits directly in 7shifts to maintain data integrity.

Syncing POS time clocking data defines universal rules and how labor data from external systems is managed.

Including Tips in Payroll

The Toast integration supports the collection of the following tip sources:

• CC Tips (Credit Card Tips)
• Auto-gratuity
• Declared Tips

These tip sources can be used with 7shifts Tip Pooling to create custom distribution rules based on hours worked, points, or percentages.

To ensure these tips are included in your reports and payroll (7shifts Payroll and external exports), you must configure your tip calculation settings. Follow the steps in Tip Management: Include Tip Calculations.

Tip Management & Integrations defines the universal rules for including tip data from your POS in 7shifts.ing tip data from your POS in 7shifts.