Upserve is a leading iPad based POS system. We integrate with Upserve to offer merchants an all-in-one Scheduling, Photo-Capture Timeclock, and complete Timesheet management software.
Benefits of Integrating Upserve and Homebase:
- Your Upserve sales data will unlock the powerful labor cost management features and reports within Homebase, giving you greater insights into your business from the web or your mobile phone.
- Your Upserve employees can be imported into Homebase — manually add employees in one place only!
What data syncs?
**All clock-ins/outs must be completed on the Homebase application to be visible and exportable for payroll through Homebase Timesheets**
Homebase will allow owners and managers to view sales data. This data is updated in real-time and is accessible from either the web dashboard or the Homebase mobile app
Upserve sales data in Homebase will report as Net Rev (sales-discounts-tax-tips – refunds)
If you have multiple stores, Homebase will display that data individually.
Locations can be synced from Upserve to Homebase.
Employees should be entered into Upserve. Employee names, phone numbers, and email addresses will be transferred into Homebase. You can edit employee information in Homebase by visiting the Homebase Team page.
Homebase will not import inactive employees.
Employees with emails will automatically get an invitation to join Homebase.
* PINs do not import from Upserve. Instead, they are automated in Homebase. You can update them in the Team tab on Homebase.
Connecting Your Accounts:
Upserve users must create a Homebase account to sync your accounts.
Here’s how to connect:
Once you sign up with Homebase, we will prompt you to choose your POS provider. You will then be prompted to enter your Upserve credentials. Here is how to find those credentials:
1.) Log in to your Upserve account.
2.) At the top, select the Settings tab.
3.) On the left, select the Integration Partners option.
4.) Here, you are given your Username and Password to later put into the Settings page of Homebase to sync your accounts.
1.) Log in to your Homebase account at http://app.joinhomebase.com
2.) In the top navigation bar, select the Settings tab.
3.) On the left-hand side, select the Point-of-Sale tab.
4.) In the POS subheading, select connect to Upserve.
5.) In the pop-up window, input the credentials given on the Settings > Integration Partners page of your Upserve account.
Congratulations! You have now synced your accounts including employee information and sales!
Q: If I have multiple locations, do they sync all at once or can I select which ones to connect to my Upserve account?
A: When operating with multiple locations, you will need to enter your Username and Password information (detailed above^) for each location.
Q: Do credit card tips show up in Homebase from my Upserve account?
A: As an integration limitation, credit card tips do not import into Homebase from Upserve POS. You can, however, manually input credit card tips on the Timesheets page of Homebase in the Credit Tips column.