Requirements for the integration
Revenue units – You will need to have at least one revenue unit set up for each Department that you want to import revenue data for. Get help in the article How to configure revenue in Planday.
If you don’t have any set up yet, you can also create Revenue units during the integration setup.
Make sure that you have enabled the options Enter daily revenue and Include in total revenue in the revenue unit’s settings.
Business days – Revenue can only be imported to your schedule’s business days. The system recognises a day with at least one Shift created on it as a business day.
Activate the integration
The integration can only be initiated from Planday, not from Clover.
In Planday, go to Settings > Integrations > Overview > find the Clover tile > Manage. The integration manager opens.
Step 1 – Connect merchants
Click Connect merchant
In the Clover login window, enter your Clover login details (to see the page, make sure your browser does not block pop-up windows)
Select the Clover merchant you want to import revenue from
Repeat the process for each merchant you want to connect. In the integration manager, you will see a list of your connected merchants including a status.
Step 2 – Configure data import settings
Complete the integration setup by specifying data import settings:
Get data from the past – Choose a number of days from the dropdown. Here, you specify how many past days worth of revenue data is fetched with each import. If you select more than one day, previously imported data is overwritten with every new import.
Start import at – Choose a time. The integration of revenue data takes place once a day. This daily import starts at the time you select here.
Include in import - Tax / Service charge / Tips – Have this option selected to import revenue including tax / Service charge / Tips.
In Clover, check if these options are enabled for each merchant under Setup > Taxes & Fees > Settings (for tax), Setup > Additional charges (for service charge), and Setup > Tips (for tips).
When you’re done, click Save.
Step 3 – Map merchants to revenue units
To do so, in the Merchants section, click Link merchants. You can now:
Option A: Select from one of your existing revenue units from the dropdown
Option B: Create revenue unit: Set up a new revenue unit by selecting the Clover merchant and the Planday Department you want to connect to and click Create.
To finalise, click Save.
See imported revenue in your schedule
⬆️ Example view. The setup may vary according to the settings of your integration.
When the integration is set up, revenue data integration occurs once a day. You can see imported revenue data in the Schedule of the Department for which you have setup a connected revenue unit.
Go to the three dots on the top right of the Schedule > View settings > activate the Revenue toggle. Revenue data will show below the day columns in the Schedule.
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