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Set up integration with Planday

Use our integration with Planday to transfer revenue data from Favrit to Planday, and efficiently set up working shifts.

To enable the integration, you’ll need to have admin access to Planday and make sure you complete Step 1 before moving on to Step 2.

Step 1 - Planday 

  1. In Planday, go to Reports –> Revenue -> Manage Revenue.
  2. Here you can create a Revenue Unit by clicking Create Unit. If you don't know what a Revenue Unit is, follow this guide to learn more.
  3. Name your unit and choose which department it's connected to.

If you're unable to create a Revenue unit in Planday, ensure that you have the correct access. Please contact your local Planday administrator or Planday support for assistance.

Step 2 - Favrit

  1. Ensure that you have a Tax group set up, if not, please follow this guide 
  2. If Tax groups are set up - go to Company Settings – Integration, scroll down and select Planday. 

  3. Click on “Log in at Planday” - you will be redirected to the Planday login page. Follow the instructions provided.
  4. Type in the Planday portal (e.g. xxxx.planday.com) that you want to enable the integration for, and make sure to authorize it.
  5. Back in Favrit, you will now see a table for Product groups and Revenue units. Map these accordingly.
  6. Remember to toggle the Activate Integration button and click Save
  7. The first sync will occur the day after you've completed the setup.

Good to know

Historical revenue can't be imported

  • The integration only transfers revenue from the day it's activated and onwards
  • Revenue from before the integration was set up can't be imported into Planday

Choose whether revenue includes VAT

  • You can configure whether revenue is transferred to Planday with or without VAT under Admin > Company Settings > Integration > Planday
  • If the figures in Planday don't look as expected, check this setting to confirm whether they include VAT

Troubleshooting

Syncs fail with "Missing Planday mapping"

  • This error means the Revenue Units in Planday don't match the Tax groups in Favrit
  • Make sure you have created a Revenue Unit in Planday that corresponds to each Tax group in Favrit
  • Check that Product groups and Revenue units are mapped correctly in Favrit under Company Settings – Integration

Switching to a new Planday account

  • If you move to a new Planday account, the previous integration must be closed and a new one connected
  • Go to Company Settings – Integration, select Planday, and complete the login and authorization steps again for the new account