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Square

How to add Square to Syft

Jacques avatar
Written by Jacques
Updated over 8 months ago

Square offers adaptable business solutions tailored to your needs. Whether you operate in retail, the food and beverage sector, professional services or manage a large enterprise, Square has the perfect solution for you. Covering everything from commerce to customer relations, banking and staff management; Square equips you with the necessary tools to efficiently handle inventory, expedite payments and ensure outstanding customer experiences.

Distinguished by its commitment to user freedom, Square ensures you're never confined to its own solutions. Seamlessly integrating with numerous third-party technologies, Square empowers you to work according to your preferences, ultimately saving you valuable time. This is where Syft comes in, complementing Square to further enhance your business operations.

Syft and Square

Syft Analytics seamlessly integrates with Square, transforming your data into captivating reports and actionable insights. Through the Syft and Square integration, you gain access to a wide array of functionalities within Syft's feature set, encompassing metrics related to Customers and Products, Sales and Benchmarking analyses, Report generation and Cash Manager tools. This integration not only streamlines your data analysis process but also empowers you with comprehensive tools to optimize your business operations.

How to connect a Square entity to Syft

To connect your Square entity to Syft, follow the steps below:

📓 Note

When you connect your Square entity to Syft, different locations will be configured as different entities. This means that you will be able to gain analytics at a location level.

  1. Click "Add entity" at the top right of your screen.

  2. You will now be redirected to the add entity setup page. Click on “Square” under the E-commerce section.

  3. You will be prompted to authorize Square.

  4. You will then be redirected to the Square login page where you can fill in your user email address and password.

  5. Once you have signed into your Square account, you will be prompted to select the company that you wish to connect to Syft.

  6. Select the entity and then the locations you want to connect.

Your Square entity will then be connected to Syft and can be used in your financial reporting and analytical insights.

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