ExpandShare - Homebase Integration Setup

ExpandShare supports a user management integration with Restaurant365.

Benefits of a Restaurant365/ExpandShare Integration:

• Real-time sync of employees and locations

• Effortless updates for existing user records and creation of new user records in ExpandShare

• Reduces manual data entry errors and ensures data accuracy across platforms

Roles are not synced with the Homebase integration.

How It Works

• Employees are managed in Homebase.

• Data from Homebase is pulled into ExpandShare on an hourly basis.

• ExpandShare is updated, reflecting all changes in employee and location data.

Integration Setup Steps

Follow these steps to request and set up an ExpandShare integration with Homebase:

1) Retrieve a Homebase API key through the following form:

• https://app.joinhomebase.com/settings/api

2) Submit an integration request and include the Homebase API key though the following form:

• https://forms.gle/9fYw9sf26R9N3Qmc7

3) Wait while the ExpandShare Team builds the integration workbook for mapping locations.

4) The ExpandShare Team will provide the integration workbook along with additional instructions.

5) Review and approve the mapping workbook.

6) Set a go-live date.

7) On the go-live date, the user sync will be active, and users will be invited to join ExpandShare.