Toast POS

Accurate sales and labor data tracking is at your fingertips with the Toast POS integration in 7shifts. This connection automatically syncs sales, time-clocking data, and employee wages to help you make informed business decisions.


Things to Know

Important: Toast charges $50/month per location to access integration options. Ensure your Toast subscription is updated to include integration access.

  • Specific features may require a plan upgrade.
  • Net sales sync from Toast every 5 minutes.
  • Punches and wages sync every 60 minutes.
  • Accounts integrated with Toast enjoy complimentary access to 7shifts Employee Onboarding.
  • Wage sync supports hourly positions only; salaried positions are not imported.

Add the Integration

To connect Toast to 7shifts, you must have Administrator permissions in both systems.

Step 1: In 7shifts

Step 1: In your 7shifts account
  1. Go to Apps & Integrations > Available Integrations.
  2. Search for Toast and click Next.
  3. Click Copy to save your unique 7shifts Partner Group ID.
  4. Click Login to Toast to open the Toast login page.
Step 2: In Your Toast Account

⚠️ To complete these steps, you will require Toast Administrator permissions.

  1. Navigate to Integrations > Browse & purchase integrations.
  2. Find 7shifts and click Add Now.
  3. Select the location(s) you wish to connect and go to Integrations > Configure integrations.
  4. Click the gear icon and paste your 7shifts Partner Group ID into the Group ID field:
  5. Leave the Location ID fields blank and click Apply:

     
Note: Toast charges $50/month per location to access Toast's integration options. If you do not see the 'Add Now' option, it's possible that you need to update your Toast subscription. If you have not yet activated this function, or are adding a new location, you will be prompted to subscribe to the integrations page.

You, or another admin in the account, will receive an email confirmation from 7shifts support once the Toast integration has been connected to your 7shifts account. From there, you'll be able to complete the next steps.

Step 3: Complete the Connection
  1. In 7shifts, go to Apps & Integrations > My Integrations > Toast.
  2. Click Connect a location.
  3. Map your 7shifts location name to the corresponding Toast location name and click Connect.

Success! Once connected, you'll receive an e-mail confirmation and see your location listed below. Moving forward, you'll be able to view the integration within your 7shifts account by heading to Apps & Integrations > My Integrations > click on TouchBistro POS > Settings.
 
Need to add a second Location? Follow the next steps below. You will need to click on Connect a location for any additional locations you wish to connect that were also configured in Toast.


 

Important: If you've previously connected Toast with 7shifts, but haven't entered the 7shifts Partner ID for all of your locations in Toast yet, you can access your 7shifts Partner Group ID again by clicking '+ Add Account' and following the connection process from there.

 


Add Another Location

Need to connect multiple Location? Click here.

To add additional locations, use the same Group ID from your initial setup.

  1. In Toast, head to Integrations > Browse & purchase integrations:
  2. Find 7shifts and click Add Now:

    ⚠️Toast charges $50/month per location to access Toast's integration options. If you do not see the 'Add Now' option, it's possible that you need to update your Toast subscription.

    If you have not yet activated this function, or are adding a new location, you will be prompted to subscribe to the integrations page.
  3. In the dropdown, select your location(s) in Toast that you wish to connect with 7shifts.
  4. Next, head to Integrations > Configure integrations:
  5. Click on the gear icon to add the Group ID that you copied from 7shifts earlier.
  6. Paste the same 7shifts Partner Group ID into the blank space under the Group ID field in Toast. The same Group ID should be applied for both Locations , Leave the Location ID fields blank:
    Screenshot 2024-03-15 at 3.41.38 PM.png
  7. Select Apply.
  8.  Login to 7shifts > head to Apps & Integrations > My Integrations > Toast > click + Connect a location:
  9. ⚠️ If you already have Toast connected to your Locations, click + Add account > copy your group ID > click Add 7shifts to Toast.

  10. Choose your 7shifts location's name and the second location's name in Toast within the dropdowns.
  11. Click on Connect.

Success! It may take hous for the system to start brining in your previous sales. If they do not appear initially, please check back in a few hours.


Employee and Role Mapping

Mapping connects users and roles between your POS and 7shifts to ensure labor data flows to the correct profiles. When your roles and employees are correctly mapped, it reduces 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.

Important: Mapping must be completed before enabling Employee Sync, Actual Labor, or Wage Sync to prevent data discrepancies. This is one of the most important configuration steps.

Map roles

  1. Head to Apps & Integrations > Mapping > Roles.
  2. 7shifts automatically maps roles that have identical names and spacing in both systems. You'll find those under the Matched heading.
  3. Manually match any Unmatched roles to ensure labor data syncs correctly.

Map employees

  1. Head to Apps & Integrations > Mapping > Employees.
  2. Review the Matched list for automated pairings based on name and email.
  3. For Unmatched staff, choose to Match, Ignore, or Add them to 7shifts.

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

If the employee exists in 7shifts but not in Toast, you can also create them in Toast by clicking on New employee in Toast. Or create them in 7shifts if the employee exists in Toast.

Note: When adding a new employee to Toast, the following fields will sync: First name, Last name, and e-mail address. Role assignments do not sync.

Screenshot 2023-03-06 at 3.53.51 PM.png

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 Net sales data from Toast to provide a real-time view of your labor costs and generate AI-powered forecasts.

  • 7shifts automatically imports up to 90 days of historical sales data from Toast.
  • It may take hours for the system to start bringing in your previous sales. If they do not appear initially, please check back in a few hours.
  • Both 7shifts and Toast POS must be configured with the same time zone and workday hours (5:00 AM to 5:00 AM).
  • Sales data is fetched every 5 minutes.
  • It takes approximately 1–2 weeks of data collection for initial sales projections to appear.

Actual Sales and Forecasting in 7shifts defines universal rules and how projection logic applies across all supported integrations.


Actual Labor and Tips

In 7shifts, tip data is tied directly to the employee's time punch; as labor data syncs from Toast, 7shifts automatically pulls the associated tip values to ensure accurate reporting and tip distribution. Once enabled, your actual labor numbers will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

To enable labor sync:

  1. Go to Apps & Integrations > My Integrations > Toast > Settings.
  2. Select the Labor tab.
  3. Toggle on Actual Labor.
  • Punches sync every 60 minutes to the Time Clocking section
  • Includes Card Tips, Cash Tips, and Auto-Gratuities for use in Tip Pooling.
  • Toast does not enforce which specific Role an employee clocks in with; it only validates the shift time.
  • Employees must be correctly mapped for punches to appear in 7shifts.

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

Tip: The Toast integration supports automated tip collection for use with 7shifts Tip Pooling. This data feeds into custom pooling rules based on hours worked, points, or percentages.

For a step-by-step setup, see Tip Pooling for Toast POS


Including Tips in Payroll

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

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

Tip: It is recommended to configure these settings after your initial integration setup is complete and your first sync has occurred. This ensures 7shifts accurately recognizes all available tip sources from your POS.

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 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.


Schedule Enforcement

Schedule Enforcement ensures staff can only clock into the Toast POS when they have a scheduled shift in 7shifts.

To enable this feature:

  1. In 7shifts, go to Apps & Integrations > My Integrations > Toast > Settings > Labor and toggle on Schedule Enforcement.
  2. In Toast, go to Front of House setup > UI options > Time Clock and set Enforce Schedule to Yes.
  3. In Toast, customize buffers under Employees > Employee Management > Scheduling and click Save.
  4. Republish your 7shifts schedule to send shift data to Toast.
Step 1: From 7shifts
  1. In 7shifts, go to Apps & Integrations > My Integrations > Toast > Settings.
  2. Select the Labor tab and toggle on Schedule Enforcement.

Step 2: From Toast
  1. Head to Toast Back Office, where you'll have to do two things. 
  2. Go to Front of House setup > UI options > Time Clock and set Enforce Schedule:
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  3. Next, head to Employees > Employee Management > Scheduling. 

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  4. Here you can customize the number of minutes an employee can clock early/late.
  5. Click Save at the top-right corner of the screen. This ensures the changes are applied and sync to 7shifts.

Your Schedule Enforcement integration should now be fully enabled! Follow the next steps to re-publish your Schedules to force an update.

After enabling this integration setting, publishing a schedule within 7shifts will also have shifts appear in Toast. You'll see this under Employees > Scheduling.

⚠️ Please note, when using Schedule Enforcement, Toast does not enforce which Role the employee clocks in with. With Punch Enforcement, Toast only looks at the time the employee is clocking in and compares that time to the schedule to determine if they can clock in or not.

Step 3: From 7shifts

To ensure your shifts appear in Toast, republish the schedule for each Department. Simply make a small adjustment to your 7shifts schedule and then undo the change to force an update.

  1. In 7shifts, head to Schedule.
  2. Select a shift.
  3. Checkmark BD.
  4. Click Save.
  5. Select the same shift again.
  6. Uncheck BD.
  7. Click Save.
  8. Select Publish changes.
 
 

Schedule Enforcement defines universal rules and how scheduled shifts sync accross supported integrations.


Integration Warnings in Time Clocking

When POS labor is syncing into 7shifts, a Warnings tab appears in Time Clocking > Pay Periods to highlight issues that may need attention before running payroll.

Understanding Integration Warnings in Time Clocking defines universal rules for resolving labor data discrepencies. 


Employee Sync

7shifts can automatically create new employee profiles when they are added to the Toast POS. 

Important: Actual Labor must be enabled and existing employees/roles must be mapped before using this feature.

  • Synced fields include First Name, Last Name, Email (only on creation), Employee ID (only on creation), inactive status, location/department/role assignments.
  • Role assignments do not sync automatically; staff must be assigned roles in 7shifts after creation.

To enable this feature:

  1. Go to Apps & Integrations > My Integrations > Toast > Settings.
  2. Select the Employee Data tab.
  3. Toggle on Employee Sync.

See Employee Sync for the universal automation rules for syncing user profiles and status updates across all integrations.


Syncing Wages

You can set employee wages in 7shifts to sync automatically with the rates defined in Toast. This ensures your labor cost calculations in 7shifts remain accurate without manual updates.

Important: Prior to syncing wages, you must enable Wage-Based Roles and have properly mapped your Roles between Toast and 7shifts.

  • Wage Sync imports wages only for hourly roles; salaried positions are not supported.
  • Toast Jobs with a wage frequency value of "SALARY" are excluded from the sync.

How to enable the Wage Sync setting:

  1. Head to Apps & Integrations > My Integrations > Toast > Settings beside the Location you want to enable.
  2. In the Employee Data tab, click the slider to enable Wage Sync.

Wage Sync in 7shifts defines the universal rules for syncing employee wage rates across supported integrations.


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