Connect Your POS to 7shifts
Connecting your POS to 7shifts syncs your sales and labor data so you can build accurate schedules, track labor costs in real time, and reduce manual data entry. We'll cover two POS setup paths so you can find the one that applies to you and get moving.
Where you are: Phase 1 - The Foundation
Your First 30 Days in 7shifts: What to ExpectBuild Your Account Structure to Unlock Scheduling- Connect your POS to 7shifts (you are here!)
- Add your team to 7shifts
Before you begin
- Your account structure needs to be complete before connecting your POS. Locations, departments, and roles must exist in 7shifts before the mapping steps in the setup flow will work correctly.
- Some POS systems require you to authorize the connection from both your POS admin account and your 7shifts account. Have your POS admin credentials ready.
- Integration settings can only be managed in the web app.
Find your POS setup path
Your setup path is determined by your POS system:
- Open your POS-specific integration guide in a separate tab before starting. Each system has unique steps and it's worth having that article on hand to confirm what your system supports.
- In the web app, go to Apps & Integrations in the left navigation bar.
- Search and select the name of your POS system.
- Follow the modal that appears. Your setup will either follow The Express Path, or The Pending Path.
The Express Path
Some systems in this path connect through a guided modal inside 7shifts. You'll complete setup yourself in one session. Others are activated with partner coordination. Either way, you'll be live in within 7 days.
Tip: You don't need to add your employees to 7shifts before connecting these POS systems.
The Import Employees step in the guided modal creates employee profiles directly from your POS data. If profiles were added first, the auto-match will reconcile the two sets of records, and any name discrepancies may create duplicate profiles that will later need manual cleanup.
Some systems offer a self-service integration, including Toast, Square, TouchBistro, Clover, Lightspeed (L-Series, U-Series, and K-Series), the Shift4 suite (POSitouch, Harbortouch, and Future POS).
You can complete the connection yourself using a guided modal inside 7shifts.
Silverware, CAKE, Revel, and Squirrel require coordination with the POS partner. You will start the process in 7shifts, and the connection will be active in approximately seven days.
- Connect your POS: Authorize the connection between your POS and 7shifts. Depending on your system, you'll either be redirected to your POS login page or prompted to enter credentials directly in 7shifts.
- Configure: Choose what data to sync. Most admins enable both sales data and labor data. Schedule Enforcement can also be configured here if your system supports it.
- Match Roles: Map your POS job codes or staff types to the corresponding roles in 7shifts. 7shifts automatically matches roles with identical names. Unmatched roles need to be resolved manually before moving on.
- Import Employees: Select which employees to bring into 7shifts. Review the automatically matched profiles and resolve any that couldn't be matched automatically. New employees will have profiles created and you can choose to send invitations during this step.
If you exit the setup modal before completing all steps, your progress is saved. Return to Apps & Integrations and continue from where you left off.
Verify your mapping after setup
Note: Mapping connects your POS roles and employees to the correct profiles in 7shifts so labor data flows to the right place. Incomplete mapping is the most common source of integration warnings during payroll. Confirm everything is matched before moving to Phase 2.
- In the left navigation bar, go to Apps & Integrations.
- Select Mapping.
- Open the Roles tab. Confirm all roles show as matched. Resolve any unmatched roles by selecting the correct 7shifts role from the dropdown.
- Open the Employees tab. Confirm all active employees show as matched. For unmatched employees, choose to match them to an existing 7shifts profile, add them as new, or ignore them if they're no longer active.
Return to Apps & Integrations > Mapping at any time to update role or employee mappings. New employees added to your POS after the initial setup will appear here for matching.
The Pending Path
If your POS shows a message saying it "requires a little extra help to get connected," the 7shifts team will coordinate requirements with your vendor before the integration can go live, which typically takes approximately 2 weeks.
This covers systems like Aloha (O), Brink (PAR), Delaget, Dinerware (O), Genius (Heartland), the Micros family (3700, Simphony II, and Oracle Simphony Direct), and Qu.
Your first schedule doesn't have to wait! Submit your request in 7shifts, then go to Add your team to add your staff manually. When the connection goes live, 7shifts will automatically match your records if the names are identical.
Submit your integration request
- In the left navigation bar, go to Apps & Integrations.
- Find your POS system and click it.
- Select your location from the dropdown.
- Click Setup or reach out to your vendor to request setup.
- Go to Time Clocking in the left menu and click Get Started to configure your pay schedule and time clocking rules while you wait. We'll revisit this in more detail later.
Add your team while you wait
With your integration pending, add your employees to 7shifts now so you can build and publish your first schedule on time. Go to Add Your Team to 7shifts for the full steps and keep in mind the auto-matching rules mentioned below 👇
When your POS integration activates, 7shifts compares and maps your existing 7shifts records against the POS data and automatically maps matches it finds. To make sure your manually-added employees and roles match correctly, follow these rules when entering them in 7shifts:
- For Roles: The role name in 7shifts must match the role name in your POS exactly - same spelling, same capitalization, and identical spacing. For example, if your POS has "Shift Leader," entering "shift leader" or "Shift Leader" (extra space) in 7shifts won't auto-match.
- For Employees: The employee's first and last name in 7shifts must match how they appear in your POS. Spelling must be identical. Any employees or roles that don't auto-match will appear as unmatched on the mapping page after the integration connects, where you can resolve them manually.
Tip: Before adding employees and roles in 7shifts, pull a staff list from your POS and use it as your reference. Copying names exactly as they appear in the POS now means far less cleanup work on the mapping page later.
Troubleshooting
An employee didn't import or doesn't appear in the mapping list
For some POS systems, employees need to clock in at least once before they appear in 7shifts mapping. Check your POS-specific article for confirmation. If the employee should be there, verify they're active in your POS system and their profile includes the required fields.
The connection shows an error after authorization
The credentials used may not have admin-level permissions in your POS system. Confirm the account used to authorize has admin or owner access, then retry the connection.
What's next
Your POS is either connected and live, or your integration request is submitted and your team is ready to be added manually.
Your next step is add your team to 7shifts. Even if employees were imported during the POS setup modal, this article helps you confirm everyone is in 7shifts and ready to be scheduled.