Square POS

Accurate sales and labor data tracking is at your fingertips with the Square POS integration!

Adding the Integration

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

2. Search and select Square:

3. You will be redirected to sign into your Square account. Click on 'Login to Square.'

5. Sign in to your Square account with your existing login email and password.

6. Once you've logged into Square, you will be brought back to your 7shifts account. You will need to repeat the first step of clicking 'Add Integration' and select 'Square.'

7. You will now be able to select a location to connect. Use the drop-down menus to select your Square account and Square location that corresponds to your 7shifts Location.

8. Click 'Connect' to activate the integration.

9. You're done! From here, map your roles and employees to ensure accurate reporting across your 7shifts Account. When your roles and employees are mapped, you can leverage 7shifts reporting and analytics tools to help you make informed decisions and track your business needs.

Your integration settings will always be accessible under Apps & Integrations > My Integrations > Square > Settings.

 Mapping your Roles

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

To map your Roles:

1. Head over to Apps & Integrations > Mapping :

2. From there, select Roles.

7shifts will automatically map any Roles that already exist between your POS/payroll and 7shifts, if they are both spelled the same way, with identical spacing. 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 Square or map it to another existing Role.

Mapping your Employees

You'll need to review and map your Employees between Square and 7shifts to connect the Actual Labor and Employee sync 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 Square and 7shifts (if they are both spelled the same way). 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. 

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.

After activating your integration, please note that sales projections may not appear immediately. It can take approximately 1-2 weeks from the activation date for sales projections to become visible, covering up to four weeks into the future. These will become more accurate over time as more data is available.

You can manually import sales data for more immediate projections. To do this, import hourly sales each day or individual receipts consistently. You can learn more about sale projections here.

Sales data from Square POS syncs to 7shifts every minute.

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

Once integrated with Square for actual labor, your actual labor costs will be pulled into 7shifts. Additionally, declared tips will be displayed in 7shifts reporting, and you can compare Sales vs. Labor on the Dashboard.

To enable Square Actual Labor: 

1. Head to Apps & Integrations > My Integrations > Square POS.

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

3. Under the 'Labor' tab, toggle on 'Actual Labor.' 

4. (optional) With Actual Labor enabled, declared tip data will automatically sync from Square to 7shifts reporting. Ensure that "Declare cash tips" is enabled in Square by navigating to your Square Dashboard > Shifts > Settings > Tips.

You can enable Declared tips within your Time Clocking settings to have them surface specifically within an Employees' Shift Details. Any adjustments made to these values must be completed on your POS.

5. You'll see the Actual Labor numbers updated on the Dashboard on the day you enabled Square actual Labor. Going forward, these numbers will be updated daily (every minute) from your Square terminal.

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. 

(Punch with Role)


(Punch with no Role)

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.