The integration itself is very simple, but a few questions may naturally come up along the way. You can find answers to all of them below!
Setting up the integration
To set up the integration, simply reach out to our chat support, where we will generate an API key and CompanyID for you and send them to you.
Then insert both the API key and CompanyID in Friendly under 'Connections > Workfeed'.
Activating the integration
In Friendly, you can activate employee synchronization if you wish. When employee synchronization is enabled, employees are automatically imported once per day during the night. Roles from Workfeed are also imported as employee groups in Friendly.
Once the integration has been set up in Friendly, you need to activate the display of POS data in Workfeed. You do this by clicking the 👁 icon on the right-hand side of the schedule view.
When you click the eye icon, you can activate 'POS data'.
If you have multiple departments, you can match which data is shown where in Workfeed.
You do this under: Settings > Integrations > Friendly > 'Match departments'.
Here, you match your Workfeed departments with the corresponding Friendly departments.
Benefits of the integration
When you integrate Workfeed with Friendly, sales figures are automatically visualized directly below the schedule. When you click on a sales figure, you can dive into insights such as:
Sales comparisons with similar days
Average revenue per guest (also requires a table booking integration)
With this data at your fingertips, you can create schedules that match the expected revenue while keeping an eye on your labor costs, so you stay within budget.
Tips
Tips are automatically imported from Friendly to your tip pool, so you can easily distribute them among the relevant employees.
FAQ
What data does Workfeed retrieve from my Friendly account?
Friendly sends revenue figures and tips to Workfeed.
How often does Friendly send data to Workfeed?
Friendly sends revenue figures and tips to Workfeed in real time.
Are my employees created automatically in Friendly?
Yes. When you create employees in Workfeed, they are automatically created in Friendly if you have enabled employee synchronization in Friendly.
The employee is automatically assigned a PIN code, which is used to access the Friendly terminals. If you choose this in Friendly, an onboarding email is also sent to newly created employees, where the PIN code will be included.
Are my employees automatically deleted in Friendly when they are archived in Workfeed?
Yes, when you archive employees in Workfeed, they are automatically deleted in Friendly.
Which data is synchronized from Workfeed to Friendly?
The following data is synchronized from Workfeed to Friendly:
First name
Last name
Email
Roles
I do not see any sales figures in Workfeed. Why?
There can be several reasons why sales figures are not displayed in Workfeed. Here are some of them:
First, check whether the integration has been activated correctly. You should be able to see if this is the case by going to: Settings > Integrations > and looking for the green 'integrated' label next to the Friendly logo.
If the integration has been activated correctly, you should be able to see sales data on days where data is present in your Friendly account. Data will only be visible on historical days or on the current day if transactions are present.
If you do not see any data, but the integration is activated, you can check whether you see transactions in the connected Friendly account. If that is the case, please contact our support team via the chat in Workfeed or on our website.