🟡 This integration is available for Planday admins based in Canada, Germany, the Netherlands, the UK and the USA only.
🔓 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: Clover integration - FAQs ; POS integrations - FAQs.
Requirement 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
In Planday, go to Settings > Integrations > Overview > find the Clover tile > click Set up. 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.
Please note:
The connection for each merchant is valid for one year. One week before the validity expires, you will be notified via E-mail. You can reinstate the connection in the integration manager on the expiry date or later.
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.
Tip: To see an overview of your revenue history, go to Reports > Revenue and choose the date range.
See related articles:
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