7 Shifts Integration Guide

Introduction

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.

Table of Contents

7 Shifts Integration Guide

7 Shifts Integration Guide

Step 1: Tap on the My Integrations on the options



Step 2: Locate and select 7Shifts from the list of available integration options.



Step 3: Click the "Install App" button to initiate the integration setup.



Step 4: Create a new account by providing the required information.




Step 5: Log in to your 7Shifts Dashboard.




Step 7: 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 8: 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.


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Updated on: 03/25/2024