Infor Integration: Sync Your Schedule to Crew

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Which plans can use this feature?     Enterprise (for an additional fee)

Crew integrates with Infor SmartShift. If you use Infor SmartShift for creating and managing your team’s schedule, you can automatically sync that schedule to Crew. Note This is a one-way integration from Infor to Crew. Adding, editing or removing shifts from Crew will not be reflected in Infor.

Take advantage of Infor SmartShift’s robust scheduling and time-and-attendance functionality, while using Crew as your communications hub to keep everyone on the same page. This integration is available to organizations using Crew Enterprise.

To enable the integration, follow the steps below.

Step 1Infor Setup

First, contact your Crew Account Manager or Crew Support to initiate setup. Infor will then share your Client ID and Client Secret with your company’s main contact for Infor. These credentials are required for the integration.

Step 2—Enabling the Integration

The integration can be enabled for

  • An enterprise account (recommended)
  • A single Crew organization

For an Enterprise Account

  1. Log into Command Center
  2. Tap on “Integrations” from the navigation menu
  3. Locate Infor SmartShift and click “Add.” This will prompt you to enter your Infor Client ID and Client Secret

You will be asked to map all locations in Infor to the corresponding organizations within Crew. This ensures that the right schedule data from Infor syncs to the right teams within Crew.

Once you’ve successfully connected to your Infor account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift.

           

 

For a Single Crew Organization 

  1. Go to the Crew Admin tab
  2. Click “View all add-ons” and scroll down to Infor
  3. Click “Add.” This will prompt you to enter your Infor Client ID and Client Secret 

If you have more than one location in your Infor account, select which location you want to sync to. Note: please take extra care to ensure you’re selecting the correct location. 

Once you’ve successfully connected to your Infor account and the syncing process has completed, you’ll see your team’s schedule automatically appear in the Team view on the Calendar tab.

Clicking on a specific shift will provide more detail about that shift.

 

Troubleshooting and Other Info

If you experience any issues enabling the integration, the following information may help in resolving them. If you’re still experiencing difficulty please contact Crew Support within the Crew app, or at help@crewapp.com

  • Infor team members not in your Crew organization: If there are members of your Infor team that aren’t part of your Crew organization or can’t be matched to a user in Crew, you’ll be prompted to invite those users or to resolve those users.
  • Information updating from Infor to Crew: Information will be synced from Infor to Crew when the integration is first installed. After that, information will be synced at regular intervals. Therefore, there may be up to a 60 minute delay from when a new employee, new shift, or schedule change in Infor is reflected in Crew.