Otter POS
Accurate labor tracking is at your fingertips with the Otter POS integration in 7shifts! This connection provides the insights needed to compare scheduled shifts against actual hours worked, ensuring your team's time punches are centrally located.
Things to Know
Supported by Otter Otter manages the setup and configuration process. For help with setup, connection settings, or troubleshooting, contact Otter Support.
Review these critical technical requirements before enabling the integration:
- Employees are not automatically created or synced between Otter and 7shifts. Each employee must be added to both platforms separately.
- An employee's first and last name must match exactly on both sides for the integration to link their records. Time punches for unmatched employees will not sync.
- Location, department, and role mappings are not supported.
Add the Otter integration
To enable the Otter integration, configure the connection from your Otter Business Manager account:
- Log in to your Otter Business Manager account.
- Navigate to Settings and select Integrations > Explore.
- Find 7shifts in the integrations list and click Connect.
- Click Authorize and log in to your 7shifts account when prompted (you must be logged in as an Admin).
- Confirm your brand (i.e., 7shifts Location) and click Continue:
- Review the location matching. Otter automatically matches locations based on address. Confirm the match and click Connect 1 location:
Once connected, time punches recorded in Otter will begin to sync as data becomes available.
Employee Mapping
Record matching between Otter and 7shifts relies entirely on first and last name alignment.
Important: Ensure that every employee who clocks in through Otter has a matching employee profile in 7shifts with the exact same first and last name. If names do not match, labor data will not sync.
See Employee Mapping for universal setup rules and mapping logic in 7shifts.
Actual Labor
As labor data syncs from your POS, 7shifts pulls employee punches.
- Time punches sync from Otter POS to 7shifts without a role attached.
- If an employee is scheduled in 7shifts, the role is assigned from their scheduled shift.
- If there is no scheduled shift, the punch will populate in 7shifts without an assigned role.
See Syncing POS time clocking data for universal rules on how labor data from external systems is managed in 7shifts.
Troubleshooting
If you experience issues with the integration (i.e., such as time punches not appearing in 7shifts) complete these troubleshooting steps:
- Confirm that the affected employee exists in both platforms.
- Verify that the employee's first and last names match exactly in both Otter and 7shifts.
Disconnecting the integration
Disconnecting the Otter integration is not self-serve. To remove the integration, contact Otter support directly and request that they disconnect the integration.