The Integrations page contains the settings for connection and management of selected cloud-based systems that R365 integrates with. This article reviews the processes for connecting or syncing the PAR Bring integration available on the Integrations page.
Connect A PAR Brink Integration
Follow these steps to connect to an integration on the Integrations page:
Click steps to expand for additional information and images.
1) Navigate to Smart Ops or Workforce in R365.
2) Click your username in the upper right corner of the screen.
3) Locate the PAR Brink system.
If needed, the search bar can be used to find the desired integration.
4) Click Connect for the Par Brink integration.
5) In the Connection Admin drop-down menu, select the user who will be the admin for the connection.
Begin typing the username to search for the desired user, then select them from the list.
6) Select the Connect to PAR Brink button.
The label on the button varies depending on the system you selected. The image shown here is an example.
7) Continue to follow the prompts until the system is successfully connected to R365.
Some integrations will require that the connection admin log into their account for the integrated system through the connection wizard.
Manually Syncing A PAR Brink Integration
R365 automatically syncs with integrated systems at regular intervals. However, when updated information is needed immediately, users can trigger a sync manually.
Not all integrations have a manual sync option.
Follow these steps to initiate a manual sync:
Click steps to expand for additional information and images.
1) Navigate to Smart Ops or Workforce in R365.
2) Click your username in the upper right corner of the screen.
3) Locate the PAR Brink integration.
If needed, the search bar can be used to find the desired integration.
4) Click Sync.
After the integration syncs, a confirmation message appears to inform the user of the updates.
