Articles on: Integrations And SDKs

7 Shifts Integration Guide

Setting Up 7Shifts Integration via eatOS Dashboard: A Step-by-Step Guide

This guide will walk you through the process of setting up the 7Shifts Integration using the eatOS Dashboard. Follow these steps to seamlessly synchronize roles, departments, job types, and employees between the two platforms.

Step 1: Verify Your 7Shifts Account

Before beginning the integration, ensure that you have a 7Shifts account. If not, follow these steps:

Visit the 7Shifts Sign-up page.
Create a new account by providing the required information.

Step 2: Generate a New Token

Once you have a 7Shifts account, generate a new token to establish the integration:

Log in to your 7Shifts Dashboard.
Navigate to Settings > Developer Tools and select "Create Access Token."

Step 3: Insert Token into eatOS Dashboard

With your access token ready, follow these sub-steps to insert it into the eatOS Dashboard:

a. Access the Integrations section within the eatOS dashboard.

b. Locate and select 7Shifts from the list of available integration options.

c. Click the "Install App" button to initiate the integration setup.

d. Insert the 7Shifts token as prompted and save your settings.

Step 4: Successful Authentication

Once you've completed the token insertion, the integration will be successfully authenticated. This means that roles, departments, job types, and employees will now sync seamlessly between the eatOS and 7Shifts platforms.

Step 5: Verify Synchronization

To confirm that synchronization is working correctly, follow these steps:

Log in to your 7Shifts Dashboard.
Navigate to the following sections to check synchronization:
a. Locations
b. Departments
c. Roles

Step 6: Viewing Synced Employees

To view the list of synced employees, navigate to the Team section within 7Shifts. Select the specific location where you have set up the integration.

Congratulations! You've successfully set up the 7Shifts Integration using the eatOS Dashboard. Enjoy the seamless synchronization of essential information between the two platforms. If you encounter any issues or need further assistance, don't hesitate to reach out to our support team.

Updated on: 10/10/2023

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