🔴 The integration between Planday and Zettle Pro is not supported anymore since June 2023.
🔓 Access level in Planday: Administrator with access to all departments in Planday.
🌐 Subscription plan: Plus, Pro, Enterprise.
⏱️ Reading time: 3 min.
✅ Required steps: Set up revenue with cost centres and budgets.
ℹ️ Important read: POS integrations – FAQs.
Requirements for the integration
To enable this integration, two prerequisites must be completed in Planday:
Set up Revenue units in Planday
You need to set up at least one revenue unit set up for each Department that you want to import revenue data for. Learn more in Set up revenue with cost centres and budgets.
To create a revenue unit in Planday:
Go to Reports > Revenue > Manage revenue > Create unit.
When setting up a Revenue unit, make sure to select Enter daily revenue for every unit you wish to map.
Create Shifts on business days for revenue import
Revenue can only be imported for business days in your schedule. To designate a day as a business day, ensure that at least one shift is scheduled for that day.
Activate the integration
Go to Settings > Integrations section > Overview > search for or select Zettle Go > press Connect.
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, where you’ll finish the setup of the integration.
Configure the integration
Settings
Select Overwrite existing data if the integration is allowed to overwrite existing data, such as manually entered revenue.
Include tax - Select this option if you want the sales data to be imported with VAT.
24-hour importing interval - Insert the start time the 24-hour interval begins. Please make sure that your opening hours are all included in the interval. During the 24 hour interval, the revenue will be registered for the day on which the interval started.
Note: If you have multiple Zettle accounts, click on the Add another account button, where you’ll enter the Zettle credentials for this account.
Click on Save and continue to proceed with the setup.
Accounts and mappings
See your Zettle Go connected account(s). You should see an account ID if the connection was successful.
Click on the pen icon to link your Planday Revenue Units to your Zettle Go account. (1.) From the drop-down lists, select the Revenue units in which the revenue data from that Zettle Go account should appear.
When you’re done, close the window (2.) and click on Activate the integration (3.).
Once the integration is set up, your current revenue data from Zettle Go is automatically integrated every 5 minutes, enabling you to make better decisions in schedule planning in almost real-time.
Optional - Import historical data
Optional - Import historical data
Note: Make sure you have correctly assigned your revenue units, and activated the integration.
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.
Go to the Settings tab > 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. Close the window to complete the process.
View the imported revenue data
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.
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