Skip to main content
All CollectionsIntegrationsPoint of Sale (POS) integrations
POS (Point of Sale) Integrations - FAQs and troubleshooting
POS (Point of Sale) Integrations - FAQs and troubleshooting
Maud avatar
Written by Maud
Updated this week

🔓 Access level in Planday: Administrator

🌐 Subscription plan: Plus, Pro, Enterprise

⏱️ Reading time: 2 min.

Required steps: Create revenue units in Planday.


Troubleshooting integration connection

The integration doesn’t connect to Planday

  • It could be that an integration (e.g., Square, Lightspeed Retail X-Series, Open API) stops working after the admin who set it up is deactivated. To activate the integration again, follow these steps:

    • Go to Settings > Integrations > Overview.

    • Find and activate the relevant integration.

  • Only a full admin, with access to ALL departments can set up the integration.

  • Check that you have the right credentials (ID and Secret/Password).

Tip: Use the browser console (developer tools) to check for errors, such as "Invalid credentials."

  • If the window with the log-in page does not open, make sure your browser is not blocking pop-up windows.


Troubleshooting revenue import issues

The revenue from my POS system hasn't been imported. Why is this happening?

  • There are no revenue units (sales areas) to import revenue in. Ensure you create revenue units under Reports > Revenue > Manage revenue > Revenue units. You’ll then need to map your revenue units to your sales areas in your POS system under Settings > Integrations > Overview.

  • Check that the integration is active under Settings > Integrations > Overview.

  • Confirm that there is at least one shift scheduled on the day when the revenue should be imported.

  • Ensure that the Enter daily revenue checkbox, located in Report > Revenue > Manage revenue > Revenue units, is selected for mapped Revenue units.

Show me:

  • Ensure that positions are linked to a revenue unit in the schedule. If not linked, revenue will be imported but it won’t be included in the payroll percentage. To verify this, switch to the Positions view in your schedule, and edit the position by clicking on the pencil icon. Then, ensure that the “Affects payroll percentage” option is toggled on.

Show me:

If you’re looking for help on a specific integration, go to our Integrations collection.


See related articles:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar

💬 For personalised support

Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.

Did this answer your question?