Sync demand data from Roller into your Workforce.com account. Demand data provides useful insights for scheduling, forecasting and supporting data driven decisions for frontline managers.
What's covered in this guide?
Create your API key in Roller
First, create an API key in Roller so Workforce can access your data:
In Roller, go to Venue Manager > Settings > Integrations > API Keys
Select Create client key
Select API Key from the toggle options
Enter a name in the Client key name field
Select Create
Next, set what the key can access:
From the API keys list, select the options menu (three dots) at the end of the row for your new key
Select Update scope from the dropdown
Under Reporting API, select All unrestricted endpoints
Workforce doesn't need the REST API, so you can leave it on No access
Select Confirm.
If you'd rather choose specific endpoints under Reporting API, select Get revenue entries for sales, Get payments for tips, and Get reporting categories if you split revenue by category.
Keep your Client ID and Secret handy, as you'll need them in the next step.
Add integration
First, add Roller to your Integrations in Workforce:
Navigate to Integrations → POS Integrations → + New POS integration
Search for Roller → Connect to Roller
To connect Workforce and Roller, complete the following fields and click Save:
Name (optional)
Location
Client ID
API Key - can be found in your Roller account as "Secret"
Include sales tax when importing revenue (optional)
Should you tick the box to "Include sales tax when importing revenue", this will use the gross amount when importing sales. If box is unticked, this will use net sales. Should you tick/untick the checkbox after a sync has occurred, sales data will need to be re-synced.
Important: You must make sure Client ID and API Key match the Location. If these do not match, data will not sync correctly.
Enable data stream
Lastly, you check to make sure the data stream is enabled:
Navigate to Integrations → POS Integrations → Manage Data Streams → Data Streams
A data stream titled "roller" should exist:
Click on the data stream to open a pop-up window. Make sure to:
Select location to join to
Select "sales" stat type
Enable Data Stream
FAQs and Troubleshooting
FAQs and Troubleshooting
How do I re-sync data?
You can re-sync data by going to Integrations → POS Integrations → Edit Integration. Select "Import data from 30 days":
I've turned on tips or split by category, but the data isn't coming through
Your Roller API key may not have access to that data. In Roller, go to Settings > Integrations > API Keys, select the three dots next to your key and choose Update scope. Under Reporting API, select All unrestricted endpoints, or tick Get payments for tips and Get reporting categories for split by category.