What is Square?
Square is a point-of-sale (POS) and payments platform for businesses that sell in person and online. Staff use Square POS to take the order, take the card payment, and keep the sale and the customer. Square includes point of sale, card payments, an online store, invoices, inventory, and a customer directory. Square Loyalty is its points product, and it is turned on separately.
Overview
This POS integration puts Square customers, orders and transactions on the customer profile, so you can build a Customer Group from what they bought.
See how that works in venue.
Customers, orders and transactions from the Square POS come into myne. New Square activity keeps updating after you connect. The first import defaults to the last six months. You can change the dates, skip history, or start that sync later from the Square page. The first import can take a few minutes, or longer if you pull a lot of history.
Groups, automations, and cashback or points on those imported orders stay off unless you turn them on. POS sync continues whether Square Loyalty is on or off.
What you can do
Sync Square customers into myne
Sync orders, transactions, and related Square catalogue data
Build a Customer Group from Square spend
Award cashback or points on imported Square orders when you turn that on
Turn on Square Loyalty when Square should own the points
Data synced
Customers, orders, transactions and related catalogue data flow from Square into myne
New Square activity keeps updating after you connect
The first import defaults to the last six months. You can change the dates or skip it
Groups and automations on imported orders stay off unless you turn that on
Cashback or points on imported orders stay off unless you turn that on
POS sync continues whether Square Loyalty is on or off
How it works
Go to Settings, then Integrations, then Square, and approve access in Square.
Start the initial sync, or skip it if you only want new activity.
Turn on Square Loyalty only if Square should be this brand’s points provider.
Full setup steps: Connect Square POS to myne.
Requirements
An active Square account and a myne account
Sign-in to Square and approval on the authorisation screen
A historical sales range, or a choice to skip history
Limitations
Groups and automations on imported orders stay off unless you turn that on.
Cashback or points on imported orders stay off unless you turn that on.
Turning on Square Loyalty turns Brand Points on and locks its configuration. Earning rules then live in Square.
FAQ
What do I get if I connect Square?
myne connects Square POS customers, orders and transactions to the customer profile, so you can recognise regulars from Square spend. New Square activity keeps updating after you connect.
How much history comes in?
The last six months, unless you change the dates or skip history. You can start that sync later from the Square page.
Can cashback run on imported Square sales?
Awarding cashback or points on imported orders stays off unless you turn that option on. The same default applies to groups and automations on those orders.
Do I need Square Loyalty?
POS sync continues whether Square Loyalty is on or off. Turn Square Loyalty on when Square should own the points. That turns Brand Points on and locks its configuration, and earning rules then live in Square. You can still run limited loyalty and promotions in Square without buying Square Loyalty.
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