How to connect Planday with Apicbase

In this article, you will find how you can import your Planday labor cost data into Apicbases

Settings in Planday:

  1. Navigate to "Settings" 
  2. Click the “Integrations” tile or the "Integrations Overview” item in the left menu.
  3. Open the Apicbase integration tile using the “Connect” button.
  4. Click “Generate Credentials” and then authorize Apicbase to access your Planday data.
  5. Open the Apicbase tile again. You have now generated API credentials (client ID and token) which you must enter in Apicbase in a later step.
Log in to your Apicbase account to continue the setup.

Settings in Apicbase:

  1. To activate the integration, you will need to go to "Setting" --> "Outlet settings"
  2. Choose the outlet where you want to activate the integration for.
  3. Click on "Outlet settings" for this outlet.
    Screen Shot 2022-10-26 at 12.32.55 PM
  4. Then go to the "Integrations" tab. 
  5. Now select Planday as the HR tool you want to use.
    Screen Shot 2022-10-26 at 12.33.09 PM
  6. Now fill in the "App ID" and "Token" that was created in Planday. 
  7. Now click on "Fetch Departments" and select the department that needs to be linked to the outlet.
  8. When you did all these steps click on "Save"
  9. Now when you go to the sales dashboard and click on "Bring me to the old sales dashboard" you will have your Planday data available in the dashboard.
  10. Click on 'Import Labour Cost' to import the data.