What's covered in this guide?
How Square integrates with Workforce
Square is a cloud-based Point of Sale (POS) system that can be connected to Workforce to import sales data and support costed rostering.
Workforce automatically imports order data from Square every 15 minutes.
Imported data is organised by Square Location, with each location appearing as a separate data stream in Workforce.
Each data stream includes:
Sales: total revenue from orders in the period
Transactions: number of order line items processed
Tips: tip amounts collected (if enabled in settings)
📝 Important to note: Data is grouped by Square location, so each location must be linked correctly in Workforce for accurate reporting.
Connect Square to Workforce
To connect your Square account:
Go to Settings > Integrations > POS Integrations
Click + New POS Integration
Select Square from the list
You will be redirected to Square
Log in (if required) and click Authorize to allow access
Once authorised, you will be redirected back to Workforce
To confirm the connection:
Go to Settings > Integrations > Manage Data Streams
Check that data streams appear for each of your Square locations. You should see data streams from Square which align with your Square locations.
These data streams will now need to be linked to your teams and locations in Workforce so that the sales show against the correct rosters and reports when filtering. Learn more about managing data streams here.
Integration settings
To configure your Square integration:
Go to Settings > Integrations > POS Integrations
Click Edit on your Square integration
You can configure the following:
Include sales tax when importing revenue
Includes tax in the sales figures imported into WorkforceInclude tips when importing revenue
Imports tips as a separate data stream alongside sales
📝 Important to note: Enabling tips will create an additional data stream that must also be linked to your teams.
Link data streams to your teams
To ensure sales data appears correctly in rosters and reports:
Go to Settings > Integrations > Manage Data Streams
Select a data stream
Link it to the appropriate team and location in Workforce
Once linked, sales data will appear correctly when filtering reports and viewing rosters.
💡 Tip: Make sure each Square location is mapped to the correct Workforce team to avoid reporting discrepancies.
FAQs and Troubleshooting
Why can’t I see my Square data in Workforce?
Why can’t I see my Square data in Workforce?
Check the integration is connected under POS Integrations
Confirm data streams exist under Manage Data Streams
Ensure each data stream is linked to a team
My sales data looks incorrect, what should I check?
My sales data looks incorrect, what should I check?
Review whether sales tax is included in your settings
Confirm the correct Square location is linked to the right team