Toast POS

Accurate sales and labor data tracking are at your fingertips with the Toast POS integration!

Adding the Integration 

Step 1: In your 7shifts account

1. In the left navigation bar, head to Apps & Integrations:

2. Search for Toast in the list, select the box, and click Next.

3.  Click on Copy to copy your unique 7shifts Partner Group ID.

4.  Click Login to Toast to be redirected to your Toast account's login page.

Step 2: In Your Toast Account

Once logged into Toast, complete the following:

1. Go to Integrations > Browse & purchase integrations.

2. Find 7shifts and click on Add Now.

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 7shifts Partner Group ID into the blank space under the Group ID field in Toast. If you are connecting multiple locations, paste the same Partner Group ID for all of the locations that you wish to connect at this time.

7. Click on Apply.

Step 3: In your 7shifts account

1. After our support team has assisted you with the integration connection, you'll need to complete some further setup.

Head to Apps & Integrations > My Integrations > Toast. 

2. Click on Connect a location.

3. Choose your 7shifts location's name and the location's name in Toast within the dropdowns.

4. Then, click on Connect.

5. Once connected, you'll see your location listed below. You will need to click on Connect a location for any additional locations you wish to connect that were also configured in Toast.

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. We will backfill 90 days of previous sales, if available. 7shifts will also use those Actual Sales values to populate Projected Sales, allowing you to create schedules based on those projections. These will become more accurate over time as more data is available. Sales data from Toast POS syncs to 7shifts every 5 minutes.

7shifts will begin pulling in your sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Dashboard:

Click here to learn more about the Dashboard.

Manager Log Book:

Click here to learn more about the Manager Log Book.

Actuals Report:

Click here to learn more about the Actuals Report.

Labor Budget Tool:

Click here to learn more about the Labor Budget Tool.

Projected Sales

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert your sales projections for you. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor targets.

Actual Sales

The Actual Sales will initially be empty for the current or future days until sales start rolling in. Once the sales numbers have been pulled into 7shifts, they will be shown appropriately under those specific days.

Actual Labor

We integrate with Toast 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 Toast Actual Labor: 

1. Head to Apps & Integrations > My Integrations > Toast.

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

3. Click on the 'Labor' tab and toggle on the slider for 'Actual Labor.'

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Toast actual Labor. Going forward, these numbers will be updated daily from your Toast terminal.

 Mapping your Roles

You'll want to review and map your specific Roles between Toast and 7shifts to easily assign Roles when adding new employees from Toast. This is how you will be able to match your Roles in 7shifts to their counterparts in your POS.

To map your Roles:

1. In the left navigation bar, head to Apps & Integrations:

2. From there select Mapping > Roles

7shifts will automatically map any Roles that already exist between Toast and 7shifts, if they are both spelled the same way, with the same capitalization and spelling. You'll find those under the 'Mapped' heading. 

If 7shifts was not able to auto map the specific Roles, you'll need to either create the Role within 7shifts or Toast, or map it to another existing Role.

 Mapping your Employees

You'll need to review and map your employees between Toast and 7shifts to connect the Schedule Enforcement and Actual Labor features. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.

1. In the left navigation bar, head to Apps & Integrations.

2. From there select Mapping > Employees.

7shifts will automatically map any Employees that already exist between Toast and 7shifts, if they are both spelled the same way, with the same capitalization and spelling. 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. 

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

Pro Tip!

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



⚠️ 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.

 Enforce Schedule (Punch Enforcement)

You can now ensure staff only clock into Toast when they're scheduled to work. In turn, this allows you to control and reduce labor costs.

Here's how it works: Shifts are automatically synced to your Toast POS. Staff clock in/out on Toast. Toast will then validate whether or not that employee is scheduled to work and can clock in. If they are scheduled to work, they will be allowed to clock in.

How to get started:

From 7shifts:

1. Head over to Apps & Integrations > My Integrations > Toast > Settings.

2. In the 'Labor' tab, toggle on 'Schedule Enforcement.' 

From the Toast Website:

In the Toast Back Office, you'll have to do two things.

1. Go to Home > Labor > Scheduling.

2. Here you can customize the number of minutes an employee can clock early/late. 

3. Then, go to Home > Other Setup > UI Options.

4. Finally, ensure that 'Enforce Scheduling' is enabled.

Your Schedule Enforcement integration should now be fully enabled!

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

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.

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. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

Syncing Wages

You can set your Employees' wages in 7shifts to sync with the wages from your POS. This will ensure that your wages within 7shifts are always up to date with the wage in your POS.

To enable the Wage Sync setting:

1. Head over to Apps & Integrations > My Integrations > Toast > Settings.

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

3. In the 'Employee Data' tab, click the slider button to enable 'Wage Sync.'

Tip Pooling

FAQs

Q: How are Toast Net Sales being calculated in 7shifts?

A: The formula for Toast Net Sales calculations is designed as Gross Sales - Tax Amount - Gratuity - Tips - Deferred Amount