7shifts Integration

If you use 7shifts  for scheduling and labor, connect it to Selflane to keep employees, job roles, wages, and time cards in step, and to send your daily sales and tips to 7shifts for labor reporting.

The 7Shifts Integration card sits at the bottom of every tab under Employee > Team in the Back Office .

Before you start

• A 7shifts account with a location for this business. One 7shifts location can connect to only one Selflane business, and each business connects to one 7shifts location.
• Manager access to the Back Office.
• Two-way sync needs webhooks, which 7shifts offers only on its higher-tier plans. See the 7shifts pricing page .

Connect 7shifts

1. On the 7Shifts Integration card, select Get Started.
2. Leave Do you have a 7Shifts account? checked and select Next.
3. Select Generate Access Token. A 7shifts window opens. Sign in to 7shifts there and copy the token it gives you.
4. Paste the token into the Token field and select Load. Selflane loads the companies and locations that token can reach.
5. Choose your Company, then your Location.
6. Select Connect to 7Shifts.

The card then shows the 7shifts location ID and name and the Connection status.

When you connect:

• Selflane copies your 7shifts departments and roles. If the 7shifts location has no departments yet, Selflane creates two in 7shifts: FOH and BOH.
• Selflane also refreshes its copy of your 7shifts users. Employees already linked to a 7shifts user take that user’s name, email, and photo.
• The account owner gets a confirmation email.

Don’t have a 7shifts account?

Uncheck Do you have a 7Shifts account? and select Next. You can either:

• Select Sign Up 7Shifts to create an account through Selflane’s referral link, then come back and connect.
• Under Or, let us help you, write a short message (5 to 200 characters) and select Make a Request. Our team follows up to help you set it up. If you open this step again later, it shows that your request was received.

Match roles and staff with Full provision

After you connect, select Full provision to finish setup. It takes up to a minute and runs three steps:

1. Catalog. Copies your 7shifts departments and roles again, adding FOH and BOH if none exist.
2. Roles. Sorts each Selflane job role into FOH or BOH by its name (for example, Server goes to FOH and Line Cook to BOH) and sends the assignment to 7shifts, creating the role there if it doesn’t exist. This needs a 7shifts department named FOH or BOH. Roles it can’t place keep their current department.
3. Staff. Links each Selflane employee to their 7shifts user when exactly one person on each side has the same email, phone number, or full name. Shared names, such as two John Smiths, aren’t linked here.

The Provisioning results show how each step went:

• Catalog: whether the copy succeeded.
• Roles: how many roles were assigned, sent to 7shifts, and skipped.
• Staff: how many employees were linked automatically and how many are still unlinked.

Any step that fails is listed under Warnings. The other steps still run.

Confirm suggested matches

Employees that couldn’t be linked automatically may appear under Suggested matches, for example when a name has a typo or a nickname. Each suggestion shows the Selflane employee, the 7shifts user, a confidence score, and the reason. Suggestions come from an AI check of unlinked names, emails, and phone numbers, and only those at 50% confidence or higher are shown.

• Select Confirm to link them. The employee takes the 7shifts user’s name, email, and photo. If the 7shifts user has no email, the employee’s email is cleared. Selflane then adds the employee’s job roles and pay rates in 7shifts and removes 7shifts role assignments that aren’t on their Selflane profile. A link can’t be undone, so check each one.
• Select Dismiss to hide a suggestion for now. It can appear again the next time you run Full provision.

Running Full provision again

You can run Full provision again. Employees who are already linked are skipped, but a re-run also:

• Sorts every job role into FOH or BOH again, replacing any department you set by hand.
• Refreshes linked employees’ name, email, and photo from 7shifts.

How data syncs

From Selflane to 7shifts

These sync whether or not you use webhooks:

• Job roles. Creating, renaming, or deleting a job role in the Back Office does the same in 7shifts.
• Employees. Saving an employee in the Back Office sends their name, job roles, and pay rates to 7shifts.
  • An employee who isn’t linked yet is linked to an unlinked 7shifts user with the same first and last name, or added to 7shifts as a new user if there’s no match.
  • For a linked employee, email and photo come from 7shifts. Saving the employee replaces them with the 7shifts values, so change them in 7shifts.
• Time cards. Clock-ins, breaks, clock-outs, and edits from the POS or the Back Office, including cash tips. Voiding a time card deletes the punch in 7shifts. A time card syncs only when the employee is linked to a 7shifts user. If it can’t sync, the card shows an error and a Sync button to try again.
• Daily sales and tips. Early the next morning, after each business day with activity ends, Selflane sends 7shifts one receipt for that day with its net sales, gross sales, and tips, split into card and cash tips.

From 7shifts to Selflane

Connecting and Full provision copy your 7shifts departments, roles, and linked employees’ name, email, and photo. Other changes made in 7shifts reach Selflane only through webhooks. Without them, make employee and job role changes in the Back Office.

Turn on webhooks

1. On the connected card, select Manage Webhooks.
2. Select Add next to each event you want Selflane to receive. Select Remove to turn one off.

You can add webhooks for locations, departments, roles, users, and time punches. Once added, changes in 7shifts update Selflane:

• Users. A user created in 7shifts becomes a new Selflane employee, with their 7shifts roles as job roles and their 7shifts pay rates. Changing or deactivating a user in 7shifts updates the employee’s name, email, phone, notes, and status.
• Roles. Deleting a role in 7shifts deletes the Selflane job role, even if employees still have it.
• Time punches. A punch made in 7shifts becomes a Selflane time card when the employee is linked, the punch’s role is one of their Selflane job roles, and they don’t already have a time card starting within 5 minutes of it. Editing or deleting the punch in 7shifts updates or voids that time card.

Webhooks are set up on your whole 7shifts company, not just the connected location.

Stop sending sales totals

Turn off Send sales total to 7Shifts if you don’t want 7shifts to see your sales. Selflane still sends tips each day, with net and gross sales set to zero.

Disconnect 7shifts

1. On the connected card, select Manage Webhooks and Remove each webhook.
2. Select Disconnect.
3. Check Confirm disconnect from 7shifts and select Disconnect.

Selflane stops syncing with 7shifts, removes the 7shifts Integration add-on from your bill, and emails the account owner. Your employees, time cards, and links to 7shifts users stay in Selflane. To connect again, start over from Get Started.

Partnership

Selflane is listed on the 7shifts partner page .