7shifts Integration with Snappy POS (Step-by-Step Guide)
Step 1: Open 7shifts Integration Settings
- Head over to BC2.
- Click on Integrations
- Click on 7shifts
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Step 2: Initialize the Integration
- Click on Initialize.
- Copy the OAUTH URL.
- Log in with your 7shifts Account.
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Step 3: Verify Company Information
- Once logged in, you should see companyGUID and companyID automatically populated with numbers.
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Step 4: Employee Record Matching
- Important: Employee first and last names must match between 7shifts and Snappy POS (Staff Management).
Case 1: New Employee
- If the employee does not exist in 7shifts, create them directly in BC2.
- The system will automatically sync their clock in/out record.
Case 2: Existing Employee
- If the employee already exists in 7shifts, create the same staff member in BC2 with the exact first and last name.
- This links their account for clock-in/out synchronization.
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Step 5: Staff Clock In/Out
- After setup, staff must clock in/out on Snappy POS.
- Do not use 7punches to clock in/out.
- The system will sync the timestamps automatically.
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📹 Training Resource
For a full walkthrough, watch the 7shifts Training Video:
https://drive.google.com/file/d/1TEN0zvJIcODmTI-tEuyWgedc6GyyQ5yL/view?usp=sharing