Tray POS

Once integrated, employee details and scheduled shift data from 7shifts sync directly into Tray POS, giving you more accurate insights and reporting. Employees should be managed in Tray, and changes will reflect in 7shifts.

Adding the Integration

1. Log in to Tray HQ with admin credentials.
2. Head to Sites > open the Integrations tab.
3. Checkmark Enable 7shifts Integration:
   

4. Click the Generate GUID link next to the GUID Token field.

5. You'll be prompted to log into 7shifts as an Admin and Grant access to Tray POS.

6. Copy the GUID Token you receive.

7. Paste the token into the GUID Token field.

8. In 7shifts, open Settings > Developer Tools > Resource IDs.

9. Copy the Location ID for the store you’re connecting.

10. Paste the Location ID into Tray.

11. In the Role Mapping section, add an entry for each 7shifts role and map the 7shifts role to the matching Tray role:
     

    • Role names should match in spelling, capitalization and spacing.

    • Make sure each Tray role has an EID assigned. 

    • Staff with unmapped roles will not be created in 7shifts. They will still exist in Tray, but won’t sync over.

12. Click Validate in Tray to verify your 7shifts credentials and role mappings. If a role is misspelled or doesn’t exist, you’ll see a notification with the invalid role.

13. Click Sync Shifts to pull published shift data from 7shifts into Tray.

    Moving forward, you can view shifts on the login screen of your Tray POS terminal by selecting the Shifts button. If the Shifts button isn’t visible, it means Tray doesn’t yet have any shift data for that location.

    Don't see a shift? Try republishing your 7shifts schedule to resync it.
14. Syncing New Employees (created in Tray first):

    1. Creating or editing an employee in Tray will automatically sync to 7shifts.

    2. A dialog box will confirm the sync.

    3. If the employee’s role is not mapped, they will remain in Tray but won’t appear in 7shifts.

    4. If successful, a “Staff saved successfully” notification appears in Tray.

    5. To sync multiple employees at once, click Sync Staff in Tray.

       • Matching emails will update profiles in 7shifts.
       • If no matching email exists, a new account is created in 7shifts.
15. Syncing Existing Employees (created in 7shifts First):

    1. Creating or editing the same employee in Tray will automatically update the 7shifts profile that uses the same email address.

    2. Use Sync Staff to update multiple employees at once.

       • If no email match is found, Tray will try to create a new account in 7shifts.
       • 7shifts does not allow duplicate first and last names, so missing emails may block account creation.

All set! To check if the integration is active:

1. Log in to Tray and head to the People tab in the left navigation bar.
2. Look for a dropdown list to the left of the Sync Staff button.
3. If 7shifts appears in the dropdown, the integration is successfully enabled:
   

4. Click Sync Staff to see a message that will confirm which integration the staff is being synced to.

5. If the Sync Staff button isn’t visible, the integration may not be enabled or your account may not have the right permissions. In this case, please reach out to your Tray account admin or ihopsupport@dinebrands.com for assistance.