Connection Page - POS Employee Management Integrations

The Connection page contains the connection settings for a POS Employee Management integration. This page has the same layout across all POS employee management integrations, including PAR Brink, Toast, and Xenial.

From this page, users can perform the following actions:

Setup and adjust integration connection settings
Disconnect an existing POS employee management integration
Access the Connection mapping page in order to create and map employees

POS Employee Management Integrations are currently available only to select Early Adopters with compatible POS systems. Contact your CSM for more information.

Security

Users with the following permission can access the Integrations page:

Administration → Integrations → 3rd Party POS Admin

Navigation

1) Open the Integrations page.

Select Admin from the left navigation rail.
Under Integrations, select Integrations.

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

2) Under POS, select the desired integration.

Connection Page Buttons & Fields

	Button/Field	Description
1	Back	Returns to the Integrations page.
2	Connection Admin	User who can map synced data and who will receive alerts related to the integration. Only users with the following permission can be assigned as a connection admin: Administration → Integrations → 3rd Party POS Admin
3	Auto Create	Method by which data will be synced and new employee records will be created in the POS. Manual - Data sync is manually initiated. Employee records are manually created and mapped. Automatic - Data is synced automatically. Employee records are automatically created and mapped.
4	Frequency	Frequency that data is synced when Auto Create is set to ‘automatic’ (#3): Daily - Data is synced once per day. Every 2, 3, 6, 8, or 12 Hours - Data is synced on the selected interval.
5	Time	When Auto Create is set to ‘automatic’ (#3), determines when the first daily automatic data sync occurs. Recurring syncs follow the configured sync frequency (#4).
6	Time Zone	Time zone associated with the Time setting (#5) when Auto Create is set to ‘automatic’ (#3).
7	Apply	Saves changes to configuration settings.
8	Edit Account Mapping	Opens the Connection mapping page, where legal entities, locations, jobs, and employees can be mapped. This only appears when the integration is connected.
9	Disconnect	Disconnects the integration. This only appears when the integration is connected.