Homebase and Shopify POS Integration Guide

Homebase and Shopify have partnered to provide Shopify customers with simple Homebase account set-up and ongoing insight into Shopify Sales: Labor tracking.

This integration helps Shopify x Homebase customers control costs when building schedules, running payroll and hiring new team members. 

Note: Connected accounts sync sales data, employee info and location info from Shopify to Homebase. Homebase data does not appear in Shopify. 

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Set-up for New Homebase Customers

Note: If you have a Shopify account but have never signed up for Homebase, please visit the Homebase Page in the Shopify Marketplace. 

1. Login to Shopify
2. Visit the Homebase page in the Shopify Marketplace.
3. Click Add App.
4. Select the permissions you give to Homebase. 
   1. Note: This allows Homebase to collect employee information for easy set up, and ongoing sale info so you can track labor: sales ratios in Homebase. With these permissions, Shopify will securely send your company info to Homebase to set up your account. 
5. Next, you’ll land on the Create Account page. 
   1. Note: If you have team members who are scheduled but who don’t use Shopify, you can add them to Homebase. 
6. Add your Homebase password, mobile phone number (or business phone), your industry and the number of employees you have. 
7. Complete the onboarding questions,
8. Add any employees that did not come over from Shopify. 

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Set-up for Existing Homebase Customers

1. In Homebase on the web, click Settings on the left side of the screen and then click POS Connection.
2. Find the Shopify tile and click Connect. This will shortcut you to the Shopify marketplace. 
3. Login to Shopify.
4. Click Add App.
5. Select the permissions you give to Homebase. 
   1. Note: This allows Homebase to collect employee information for easy set up, and ongoing sale info so you can track labor:sales ratios in Homebase. 
6. If you have more than one location on Homebase, you will be asked to select a single location to integrate.
   1. Note: You can always add more locations by repeating these steps.

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Setting up Homebase Time Clock on your Shopify POS App

In addition to our web, mobile and tablet time clock options, we also offer a Time Clock tile for your Shopify POS application.

Note: The Homebase account must already be connected to Shopify via POS Connection in Settings before using the Homebase Time Clock app on the Shopify POS.

To setup Homebase:

1. Open Shopify POS by tapping the tile on your iPad home screen & sign into your Shopify account, if needed.
2. Enter a manager's pin and tap +Add Tile from the bottom of the Shopify POS home screen. 
3. Tap App from the list of options, then choose Homebase from your current app list. You will see two options appear, please ensure to select Add to Smart Grid to the left of the Homebase Time Clock. 

Now that you've added Homebase Time Clock to your Shopify POS App tiles, your team can follow certain steps to clock in, take breaks, and clock out: 

1. Tap Homebase Time Clock to navigate to the Homebase Time Clock. No sign-in is required, as Homebase will automatically sign into the Homebase account that is connected to your Shopify. 
2. Employees will enter their Homebase pin number and select to answer their Health & Safety questions, clock in, take breaks, and clock out.
3. Hours worked can be found on the Timesheets page from the web or free Homebase mobile app.

Note: This time clock option is not yet compatible with some Schedule Enforcement features like Prevent Early Clock In and Prevent Early Break Clock In. If you wish to enable these features, we recommend using the Homebase Mobile app as a time clock alternative available on the Apple App Store and Google Play Store. 

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Common FAQs

What sales does Homebase sync from Shopify?

Currently, Homebase only syncs your POS net sales.

Do all Shopify users have to be in Homebase?

Homebase allows you to schedule and track time for your team. If you have employees who are scheduled or who use a time clock, add them to Homebase. 

Do all Homebase users have to be in Shopify? 

No. You can have team members in Homebase who are not in Shopify. However, if they use the POS, they should be in both places. 

Are PINs the same for Homebase and Shopify?

Not automatically. Homebase does not sync employee pin numbers from Shopify and will automatically generate a pin number for each of your employees once they are imported from Shopify.

Do I have to be on a paid plan to integrate Shopify with Homebase?

No. Homebase allows for POS integrations on our Basic plan.