How to integrate Deputy with Hike

How to integrate Deputy with Hike

Hike offers built-in integration with Deputy. By activating this integration, your business will have a seamless data-sync connection between your point of sale software and human resources management software. By pairing Hike with Deputy, you can forgo laborious manual data entry, with precise accuracy of your data, that goes directly from Hike to your Deputy account.

As part of this integration, the following data sync will be activated for you:
  1. Users
  2. Rosters
  3. Sales totals processed by each user
Please note, due to API limitations, the sync data flow is from Hike to Deputy one way only.

Let’s start setting up the Deputy integration

The Deputy integration can be easily set up within 2 steps.
  1. Activate Hike & Deputy connection
  2. Apply sync settings

Activate Hike & Deputy connection

1. In Hike, open the Store Setup tab, and click on Integrations.
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2. There, you will find a list of applications to which Hike connects to. Integrate your Deputy account, by clicking on ACTIVATE to the right of the Deputy icon.

3. You will then be navigated to the login page of Deputy.

After logging in, you will be asked to authorise Hike access to one of your organisations set up in Deputy. You will be redirected to the integration settings page after the authorisation.

Now it's time to set up your Deputy integration settings

Once authorisation is done, you will see the page to customise the settings of your Deputy integration. This is where we’ll define how the integration works. Please note: all the fields with asterisks are mandatory fields. You will not be able to save the settings and continue unless you have finished the mandatory settings.

In future, you can revisit the settings by clicking on the MANAGE button as shown in the screenshot below.


LOCATION SETTINGS
Here's where you map your Hike outlets with the locations in Deputy. As you can assign locations to people in Deputy, you can assign outlets to users in Hike. The location settings for users will sync from Hike to Deputy as per how you map them.

SYNC SETTINGS
Here's where you set up what data you would like to sync from Hike to Deputy. As you can tell from the page, the data only flows from Hike to Deputy, not the other way around.


Sync users in Hike with employee list in Deputy (same users sync'd using email ID. New ones will be added)
Ticking this option will enable you to map the users created in Hike and the people in Deputy. The email of a user will be used as the identifier. For example, if you have a user with the email email@hikeup.com and a people with the same email in Deputy, they will be taken as the same person and mapped together.
If you have a user in Hike with an email not in Deputy, a new people will be created in Deputy.
Please note, if you want to sync the other data, like sales or rosters, please make sure you have ticked this option to avoid sync errors.
When a user is added or edited, the sync will be triggered automatically.

Send sale transaction totals to Deputy
Ticking this option will enable Hike to sync the sale totals under each user based on who processed the sales. Then, in Deputy, you can run sales reports by users.
When a sale is processed, the sync will be triggered automatically.

Stop sending park/layby order totals to Deputy
This option will only appear if you choose to sync sale totals. Ticking this option will exclude layby/parked sales when syncing to Deputy.

Activate option to manually sync Hike roster with Deputy
When this option is ticked, you will be provided the option to sync rosters on the roster page, as shown in the screenshot below.


Once you've finished your Deputy integration settings, please click on CONTINUE, and you will see the page for first-time sync. You can click on BACK to review the settings, or SAVE & SYNC NOW to complete it and start the first-time sync. The first-time sync will be triggered automatically after you click on SAVE & SYNC NOW.



How to sync rosters

Rosters can be synced manually only. Before syncing it, you will need to create it in Hike. To learn more about how to create rosters in Hike, please refer to How To Manage Rosters.
When the roster is ready, please click on Sync this roster with Deputy on the page. On the page sliding out, you will need to choose the area to which the roster shall sync.

Click on SAVE & PUBLISH, and it will trigger the roster syncing to Deputy.
Please note, Hike is not able to remove rosters or change the roster to a different area via API. If you would need to do it, please do it in Deputy.
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