Completed this from the Sales Integration guide? Feel free to skip to the next sub-section (Department, Role & User Mapping).
To allow users to define which location in your system maps to which location in 7shifts within your integration, you will need to create a UI component that allows mapping locations between the two systems.
Here are some guidelines on what this UI component could look like:
- Create a location mapping UI page or modal
- List all locations within your system on one side of the page, with corresponding text fields on the other side of the page for each one of the locations
- From a UX perspective, the user will be able to enter the ID of the 7shifts location that each location in your system maps to
These IDs must be stored in your system in association to each location in your system within the account. This would enable the integration to use the appropriate 7shifts location ID when sending over a sales receipt to 7shifts for a specific location.
For an enhanced user experience, you may replace the text fields with dropdowns that are populated with 7shifts location names. Users would then be able to choose which named location from 7shifts maps to which location in your system.
You can make the following request for getting a list of all locations within a 7shifts company:
From a UX perspective, when a user chooses a 7shifts location from the dropdown, you need to store the ID of that 7shifts location against the location in your system.
Here’s an example of what this UI should look like: