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?
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