Zettle Food & Drink (UK)

Requirements for Zettle and linking it to Workforce

Luis Pinedo avatar
Written by Luis Pinedo
Updated over a week ago

Zettle is a cloud based Point of Sale system which you can integrate with your Workforce account to feed in your POS data to track sales, create costed rosters.

Zettle Requirements

In order to integrate Workforce with Zettle you will need to have an existing Zettle Food & Drink account.

Connect your Zettle account to Workforce

In order to integrate your Zettle Food & Drink account with Workforce go to Settings > Integrations > Demand Data Integrations:

Click on the Zettle tab and then click the green 'Connect to Zettle' button:

If you're already logged into Zettle, you will be prompted to authorise the integration. If you're currently not logged in, you will need to enter your Zettle username and password.

You will then go back to Workforce where it'll show that the two systems are connected. Zettle will now start sending data into Workforce where it can be utilised on link to Live Insights, Weekly Planner, Rota Cost

Connecting your Datastreams

Within 24 hours of having your Workforce Account integrated with Zettle Food & Drink, a data stream will be created per location in your Zettle account. You will want to make sure every Datastream is connected to the right location within Workforce. To do this go to: 

Settings > Integrations > Manage Datastreams > (any Datastream)

A window will open containing a drop-down menu, where you can select your organisation and the location the selected Datastream will be linked to: 

Save these changes and proceed to do the same with all Datastreams currently available. 

You can now compare within Workforce, your projected and generated revenue with the planned and actual attendance of your workforce and schedule your future rotas basing yourself on hard data and recorded experience.

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