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We recently launched an update to the rota system in At The Yard that expanded functionality to let yards organise everything from staff rotas through to who’s turn it is to clear the paddock.
But what if you still need more?
Well that’s where integrations come in. Like At The Yard is with livery yards there are companies who’s focus is 100% on building the best software for creating and managing rotas.
Through integrations you can pick the best software available for rotas and bring that data into At The Yard where it can be easily displayed to your customers on the dashboard.
RotaCloud (https://rotacloud.com/) was the clear choice for us to support as the initial 3rd party rota System to integrate with At The Yard and we are excited to be announcing the launch today.
RotaCloud is based in the heart of Yorkshire, UK - and who better to tell you about themselves than themselves:
Having been on the receiving end of more than a few poorly managed work rotas themselves, RotaCloud’s co-founders David, Joel and James decided to come up with a solution. They pooled their skill-sets and got to work building an app that would let managers create and share rotas in minutes, regardless of their experience of rota management or technology. Cut to today, and RotaCloud is used by more than 3,000 businesses all over the world, saving managers time, helping businesses grow, and making life easier for their staff.
- RotaCloud - https://rotacloud.com/about/
Before you get started you’ll need to make sure you have:
To start the setup you need to go to the Integration Configuration page by clicking the button on the Admin ➔ Yard Config page. On this page you’ll see a section called RotaCloud Integration and a button you can press to enable the integration. Once you’ve clicked it you’ll see the following screen:
Next you’ll need to create an API key over in RotaCloud. You can do this by going into RotaCloud, go to the settings menu and go to the 'API & Webhooks' section. Create a new API key called At The Yard and copy and paste the API key into the box in At The Yard and click Store Key.
At The Yard and RotaCloud are now connected.
The next thing to do is link your staff users in At The Yard to your Employees in RotaCloud. To do this click on the Manage Contact Links button.
You’ll need to go to each staff member’s row and select the corresponding employee name from RotaCloud in the dropdown box. When you’re ready click on Create and it’ll setup all the links between the users and the employees in the two systems.
Your rotas will now be set to synchronise - this updates every 2 to 3 hours so you may have to wait a little while for the first synchronisation to take place. Once the first synchronisation takes place your rotas will show up under the Management ➔ Rota page. To let users see them you’ll need to go into the manage section for the rota and check the Publish checkbox (you may also want to check the Show in Forecast checkbox depending on your needs).
Congratulations! RotaCloud is now setup and syncing data with At The Yard and you can start benefiting from both systems working as one.