🔓 Access level in Planday: Administrator
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⏱️ 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.
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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.
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If you’re looking for help on a specific integration, go to our Integrations collection.
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