1. Reporting and Analytics User Guide
  2. Integrations
  3. CrunchTime! Integration
  4. Creating an Integration Account and Required Configuration

Creating an Integration Account and Required Configuration

Setting the Role Permission

  1. In Reporting and Analytics, click the side navigation menu, click Administration, and then click Roles.

  2. Select the role that should manage CrunchTime! integration accounts, click Privileges, and then add the Manage CrunchTime! Integration privilege.

Adding an Integration Account

  1. In Reporting and Analytics, click the side navigation menu, click Administration, click System, click Integrations, and then click Add Integration.

  2. In the Type field, enter CrunchTime! and then complete the details.

  3. Click Save and take note of the Authentication Server URL and the Client ID.

  4. An email is sent to the specified address. Within the email click Set Password and then set your password on the sign in page.

    Note:

    • This account can’t be used to sign in to Reporting and Analytics.

  5. After setting the password, a confirmation email is sent.

Required Reporting and Analytics Configuration

  1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Warehouse Admin, click Master Items, and then click Service Charges. For every service charge that is a gift card, click Edit and then set the XBR Category field to Gift Card.

  2. Click the side navigation menu, click Configuration, click Warehouse Admin, click Master Items, click Menu Items. For every menu item that represents a gift card or gift card related sale, click Edit and then set the XBR Category field to Gift Card.

  3. Click the side navigation menu, click Configuration, click Portal Admin, click Organizational Structure, click Locations, click Edit, and then assign a time zone to all locations.

Simphony Configuration

If Labor Management is used, then several shift related options must be configured in Simphony.

  • Select option #49 – Enable Shift Tracking in Control Parameters Enterprise.

  • Select option #56 or #57 – Increment Employee Shift when Clocking Out or Clocking In in Control Parameters Enterprise.

See the Oracle MICROS Simphony Configuration Guide for your Simphony release for more information.

Parent topic: CrunchTime! Integration