Many cloud-based systems can be integrated with R365 so that data flows seamlessly between both systems. For example, R365 can pull data from some HRIS to update employee records in R365. R365 can also push data to some POS to inform the POS of changes to locations, jobs, employee records, and so on.

After completing the initial setup with the integration coach, users can manage the connection by accessing the Integrations option in Smart Ops. This article describes the processes for managing the connection and manually syncing with the integrated system.

Note: Only certain cloud-based systems are available at this time. If a system is not available, please contact R365 Support for assistance.

Article Topics

• Security
• Setting up an integration
• Manually syncing with a integrated system

Security

Users with the following permissions are given full permission to add, edit, and remove integrated POS systems: 

• Full Access users

• Accounting Admin users

• Administration → Integrations → 3rd Party POS Admin

Users with the following permissions can trigger a manual sync on integrated POS systems:

• Full Access users

• Accounting Admin users

• Administration → Integrations → 3rd Party POS Admin

• Administration → Integrations → 3rd Party POS Sync

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Setting up an integration

	To begin setting up an integration, access the Smart Ops module in R365.
	Select your username in the upper-right corner of the screen.
	From the resulting drop-down menu, select Integrations. The Integrations window appears.
	Search for the system to integrate with R365.
	Select Connect for the system to integrate with R365.
	In the Connection Admin drop-down menu, begin typing your username and select your username from the updated list. Note: The selected Connection Admin is responsible for the integration. Only users with the correct permissions and access to all locations are available to select from the drop-down.
	Select the Connect to ... button.	Note: The label on the button varies depending on the system you selected. The image shown here is an example.
	Next steps vary depending on the selected system. Continue to follow the prompts until the system is successfully connected to R365.

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Manually syncing with a integrated system

R365 automatically syncs with integrated systems at regular intervals. However, when updated information is needed immediately, users can trigger a sync manually. 

Note: When synced manually, the sync only occurs for locations to which the user who initiated the sync has access.

	Access the Smart Ops module in R365.
	Select your username in the upper-right corner of the screen.
	From the resulting drop-down menu, select Integrations. The Integrations window appears.
	Search for the system to sync.
	Select Sync. The integration syncs for all locations to which the user has access, and a confirmation message appears to inform the user of the updates.

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