Square
Integrating Square with Supply’d syncs sales and payments, simplifying transaction tracking and real-time inventory management. This reduces manual entry and keeps businesses organised.
Last updated
Integrating Square with Supply’d syncs sales and payments, simplifying transaction tracking and real-time inventory management. This reduces manual entry and keeps businesses organised.
Last updated
To connect to Square, simply click on your company name in the top right corner, then select Settings.
In the Settings menu, scroll down and select Integration.
Click on Add + in the top right-hand corner.
The Add Integration page will show. Click on the Square icon. You will be taken to Square where you can login and grant access to Supply'd.
After returning to Supply'd the Square Settings screen should appear.
If it doesn't appear, click on your name in the top right corner, select Settings, scroll to Integrations and select Square from the Integrations list. You can also follow these steps if you need to make changes to the settings at a later date.
Complete the fields as follows:
A reference name for this integration.
Toggle on to sync orders from Square to Supply'd.
An optional prefix for order numbers imported from this integration.
The locations you would like to sync orders from. When adding new locations to Square you will need to ensure they are also added to this list for them to sync.
Which orders would you like to sync from Square. Select All Orders or All Orders Since Date from the drop-down.
If All Orders Since Date is selected, an additional field will appear:
To select the first date you would orders to be synced from, click in the field and a calendar will show, allowing you to select the month, year and day.
Would you like to reduce Supply'd inventory when orders are imported? Select either Never or All Orders from the drop-down menu.
The SKU in Square is used to match products in Supply'd. Choose what field to use in Supply'd to match products. Select either SKU or Barcode from the drop-down.
Which warehouse would you like to make available for Square inventory. Sync Location will be the location you selected above, which in this example is Supply'd Test Account. Select the warehouse from the drop-down or select Don't Sync Location from the drop-down.
Toggle on to sync inventory from Supply'd to Square.
Which warehouse would you like to make available for Square inventory. Sync Location will be the location you selected above, which in this example is Supply'd Test Account. Select from the list of your locations in the drop-down.
The SKU in Square is used to match products in Supply'd. Choose what field to use in Supply'd to match products. Select SKU or Barcode from the drop-down.
How would you like Supply'd to handle products that are set as "Untracked" in Square. Select Use Supply'd Setting to Ignore Product from the drop-down.
Use Supply'd Setting: Will update the product to match Supply'd manage stock setting.
Ignore Product: Product will be ignored and inventory/status will not be synced.
The SKU in Square is used to match products in Supply'd. Choose what field to use in Supply'd to match products. Select SKU or Barcode from the drop-down.
The locations you would like products to be synced to. Select All Locations or Specific Locationsfrom the drop-down.
When Specific Locations is selected an additional field will appear:
The location(s) you would like products to be synced to.
Where to map tax for products that attract GST.
Where to map tax for products that are GST Free. Select None or GST from the drop-down.
The format to use when sending product names to Square. Uses our templating language, see the Handlebars document for more details. Some common options are:
{{brand}}: Products brand name.
{{name}}: Products name.
{{size_unit}}: Products size (e.g. "100" for a product that is 100g).
{{size_measure}}: Products size measurement in short form (e.g. "g" for grams).
{{carton_qty}}: The quantity per carton (e.g. "g" for 8 per carton, "1" for items sold by unit).
Set-up how descriptions map to Square. Add Supply'd fields using handlebars, HTML tags are supported. See available fields and learn more in our Handlebars document.
Clicking the 3 dots in top right corner of the Integrations page brings up an additional menu.
Allows you to export your products from Square to a Supply'd Product Import File, allowing you to import products from Square into Supply'd. See the Bulk Importing of Products document.
Clicking this brings up the Export Products form.
Allows you to reconnect to Square.
Sync all your products from Supply'd with Square. You will be asked to confirm.
WARNING: Sync All Products will trigger all products in Supply'd to sync to Square, only use if you are 100% sure that is your intention.
Re-sync all your orders from Square to Supply'd. You will be asked to confirm.
WARNING: Re-sync Orders will remove all orders for this integration in Supply'd and begin to sync from the start again. This is not recommended and should be avoided unless absolutely necessary.
If you would like to disconnect from Square, you can do so by clicking on your company name in the top right corner, selecting Settings, then Integrations. Select Square from the Integrations list. Click on the 3 dots in the top right corner and select Remove Integration.
You will be asked to confirm.
Click the button to add the QuickBooks integration.
Allows you to remove the Square integration. See below.
