🎯 For admins. Get familiar with Revenue in Planday.
💡 The integration between Planday and Zettle Pro is not supported anymore since June 2023.
What is is Zettle Go integration
Connect to your Zettle revenue data to automatically import your daily revenue into Planday and use it monitor labor costs.
When you're done setting up, your revenue will automatically refresh every 5 minutes so you can monitor changes in almost real-time. Revenue data can be fetched for the past 30 days, so any updates to revenue on those days will be shown. The revenue data imported into Planday is displayed per day.
Monitor your revenue, scheduled labor costs, and labor percentage by going to Reports > Revenue in the top menu, or view it inside your schedule by selecting View settings and toggling on Revenue menu.
Requirements for the integration
Revenue units - In Planday, at least one revenue unit must be set up for each department into which you want to import revenue data. For help setting this up, see the article on how to work with revenue in Planday.
When setting up a Revenue unit, make sure to select Enter daily revenue for every unit you want to map and also select Include in total revenue.
Business days - Revenue can only be imported into business days of your schedule. To create a business day in your schedule, make sure to schedule at least one shift for the day where you wish to import data.
Activate the integration
Go to Settings > Integrations section > Overview > search for or select Zettle Go > press Connect.
In the edit window, select Connect account. You will be taken to Zettle login, where you must enter your Zettle username and password to authenticate.
Once you have authenticated, you will be redirected back to Planday. Select Zettle Go again; you should see an account ID if the connection was successful.
💡 If you have multiple Zettle accounts, select Connect account again and repeat the previous steps.
Integration settings
Select Overwrite existing data if the integration is allowed to overwrite existing data, such as manually entered sales forecasts.
Include tax - Select this option if you want the sales data to be imported with VAT.
24-hour importing interval - Specify the 24-hour interval on which to base the daily sales import. Please make sure that your opening hours are all included in the interval, e.g. 6:00 - 6:00. During the 24 hour interval, the revenue will be registered for the day on which the interval started.
Map your Planday Revenue Units - On the right hand side of the edit window, you should see a list of Zettle accounts connected to Planday. From the drop-down lists, select the Revenue units in which the revenue data from that Zettle account should appear.
Once you have made all the settings, confirm by clicking Activate. Once the integration is set up, your current revenue data from Zettle is automatically integrated every 5 minutes, enabling you to make better decisions in schedule planning in almost real-time.
Optional - Import historical data
You can import your daily revenue data for up to 30 days retrospectively. This can be helpful, for example, if you want to look at your payroll costs and revenue for the entire pay period.
Make sure you have correctly assigned your revenue units, and activated the integration.
In the integration edit window, go to Import historical data. Select the number of days for which you want to fetch data and confirm via Import data.
Wait until the import is complete. Press Save to complete the process.
View the imported revenue data
⬆️ Example screenshot may vary slightly depending on the integration.
Imported revenue data can be viewed in the department's schedule for which the Revenue unit was set up. To do this, go to Schedule > View settings and turn on Revenue. The revenue data appears under the respective day on the schedule.
💡 For a detailed overview of your revenue history, go to Reports > Revenue and select a period you want to view.
Need more help?
Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.
Contact our support team via the blue icon at the bottom if you have more questions.
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