The Integrations page contains the settings for connection and management of selected cloud-based systems that R365 integrates with. Here, users can connect, sync, and disconnect these 3rd party cloud-based systems.
Some integrations have additional system-specific mapping and maintenance pages. See the system-specific integration sections below for links to system-specific documentation.
Only certain cloud-based systems are available at this time.
For additional integration options, refer to the POS Integrations list and the Vendor Integrations list.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Under Integrations, select Integrations.
Search
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.
Security
The following permissions are associated with the integrations found on the Integrations page:
Administration → Integrations →
3rd Party HR Admin
3rd Party HR Sync
3rd Party POS Admin
3rd Party POS Sync
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Integration Page Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Search | Filters integrations to show only those with names that contain the entered text. |
2 | Integrations Category | Category containing integrations of the same type. Click to expand and view available integrations. |
3 | Integration | Integration summary card. Click to open the Integration Management window for that integration. |
4 | Integration Status | Status of the associated integration:
|
Integrations Managed on the Integrations Page
The following cloud-based integrations can be managed on the Integrations page:
Banking
QuickBooks Online
The QuickBooks Online integration is an accounting integration that connects your organization's QuickBooks account to R365. This integration facilitates the flow of data from R365 to QuickBooks Online (QBO). Data is pushed to QBO when the ‘Complete' button is used within the Operations area of R365. Synced data includes:
Invoices
Daily Sales Summary (DSS)
Inventory Counts
Waste Logs
Item Transfers
Learn more:
Loomis
The Loomis integration is part of the Smart Safes feature that allows restaurants to track deposits through a smart safe.
Learn More:
POS Employee Management
PAR Brink POS
The PAR Brink POS integration is a cloud-based POS integration for syncing employee data. Employee, job, and location data mapped on the Connection Mapping page is pushed from R365 to update and create employees in PAR Brink POS.
Learn More:
Employee HR Management
Workday
The Workday integration is a cloud-based POS integration for syncing employee data. Employee, job, and location data is pulled from Workday to update and create employee records in R365.
UKG
The UKG integration is a cloud-based POS integration for syncing employee data. Employee, job, and location data is pulled from UKG to update and create employee records in R365.
Invoices
Supply it
R365 supports an integration with Supplyit, a food management platform. This integration enables the retrieval of invoices based on a customizable polling schedule and provides options to repoll or reprocess transactions as needed. Additionally, the integration supports connections to multiple companies within Supplyit, allowing streamlined management across various entities.
Learn More:
NDCP
R365 supports an integration with NDCP, a global supply chain management company serving Dunkin’. This integration enables the retrieval of invoices based on a customizable polling schedule and provides options to repoll or reprocess transactions as needed. Additionally, the integration supports connections to multiple companies within NDCP, allowing streamlined management across various entities.
Learn more:
Payroll
Payroll integrations are coming soon.