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Skytab Integration Guide

Welcome to the Skytab integration guide! This guide will help you assist customers with connecting their Skytab POS system to Pivot for employee and sales data synchronization.

What is Skytab?​

Skytab is a Point of Sale (POS) system by Shift4 Payments. When integrated with Pivot, it allows businesses to:

  • Sync employee data between their POS and Pivot
  • Track sales automatically with hourly updates
  • View historical sales data for reporting and analysis
  • Link POS employees to Pivot profiles for better workforce management

Setting Up the Integration​

How Customers Connect Skytab to Pivot​

The integration can only be initiated from the Skytab Marketplace:

1. Log into Skytab​

The customer needs to access their Skytab account and navigate to the Shift4 Marketplace.

2. Find Pivot​

In the marketplace, search for "Pivot" or browse the available integrations to find the Pivot app.

3. Click Install​

Click the "Install" button on the Pivot integration. This will redirect them to Pivot automatically.

Warning: The customer has 15 minutes to complete the setup once they click Install.

4. Enter Company ID​

When redirected to Pivot, they'll be prompted to enter their Pivot Company ID. This connects their Skytab location to the correct Pivot account.

5. Confirmation​

Once completed, they'll see a success message. The integration is now active and will begin syncing data automatically.

Tip: If the customer doesn't know their Company ID, they can find it in Pivot under Account Settings → Company Info.

Managing Employees​

Linking Employees to Skytab​

Once the integration is set up, customers can link their Pivot employees to their Skytab POS profiles:

1. Go to Employee Profile​

Navigate to any employee's profile in Pivot.

2. Find Skytab ID Field​

Look for the "Skytab ID" field in the employee information section.

3. Search for Employee​

Click on the field and type at least 3 letters of the employee's name as it appears in Skytab.

4. Select from Results​

A dropdown will appear with matching employees from Skytab. Select the correct employee.

5. Save​

The Skytab ID will be saved automatically, linking the two profiles.

Info: The search looks for matches in both first and last names. If an employee isn't found, verify their name is entered correctly in Skytab.

Sales Data​

Understanding Sales Synchronization​

Pivot automatically collects sales data from Skytab to help with labor cost analysis and reporting:

  • Hourly Updates: Sales data is collected every hour automatically
  • Timezone Aware: Data is synced based on the company's timezone setting
  • Historical Data: Past sales data can be imported when needed

Viewing Sales Data​

Customers can view their Skytab sales data in Pivot through:

  1. Dashboard: Real-time sales appear on the main dashboard
  2. Labor Cost Analysis: Sales vs. labor cost comparisons in the Payroll section

Note: Sales data typically appears within an hour of transactions being completed in Skytab.

Disconnecting the Integration​

Option 1: Disconnect from Pivot​

Customers can remove the integration directly from Pivot:

1. Go to Settings​

Navigate to Account Settings → Integrations.

2. Find Skytab​

Locate the Skytab card in the POS Systems section.

3. Click Disconnect​

Click the "Disconnect" button on the Skytab card.

4. Confirm​

Confirm the disconnection when prompted. This removes the integration from both Pivot and Skytab.

Option 2: Uninstall from Skytab Marketplace​

Customers can also remove the integration from Skytab:

1. Access Skytab Marketplace​

Log into Skytab and go to the Shift4 Marketplace.

2. My Apps​

Navigate to "My Apps" or "Installed Apps" section.

3. Find Pivot​

Locate Pivot in the list of installed applications.

4. Uninstall​

Click "Uninstall" or "Remove". Pivot will be notified automatically and the integration will be disconnected.

Warning: Disconnecting the integration will stop all data synchronization. Historical data already in Pivot will remain, but no new data will be imported.

Troubleshooting Common Issues​

If a customer sees this error during setup:

  • They need to return to the Skytab Marketplace
  • Click "Install" again to generate a new link
  • Complete the setup within 15 minutes

If employees aren't found when searching:

  • Verify employees exist in the Skytab POS system
  • Check that names are spelled correctly
  • Ensure the integration shows as "Connected" in settings
  • Wait a few minutes for initial sync if just connected

Sales Data Not Updating​

If sales aren't appearing in Pivot:

  • Confirm transactions exist in Skytab for that time period
  • Check the integration status in Account Settings
  • Verify the company timezone is set correctly in both systems
  • Allow up to 1 hour for new sales to appear

Integration Shows as Disconnected​

If the integration appears disconnected:

  • Check if it was removed from the Skytab Marketplace
  • Verify the Skytab account is still active
  • Re-install from the Skytab Marketplace if needed

Frequently Asked Questions​

Can I connect multiple Skytab locations?​

Each Pivot company can connect to one Skytab location. For multiple locations, you'll need separate Pivot companies for each.

How far back can I import sales data?​

Pivot can import up to one year of historical sales data from Skytab. This happens automatically during the initial setup.

Do I need to map all employees?​

It's recommended to map all active employees for accurate reporting.

What happens to my data if I disconnect?​

All historical data remains in Pivot. Only new data synchronization stops. You can reconnect anytime to resume syncing (this will re-trigger the get last year sales function).

Getting Help​

If customers need additional assistance:

Note: Remember that the integration must be initiated from the Skytab Marketplace - it cannot be started from within Pivot.