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Square POS Integration

Square POS Integration

Requirements for Square and linking to Workforce

Updated over a month ago

Sqaure is a cloud based Point of Sale system which you can integrate with your Workforce account to feed in your POS data to track sales, and create costed rosters.

How it works

  • Workforce automatically imports data from Square every 15 minutes

  • Imported data is broken down into separate datastreams in Workforce based on Locations in Square.

  • Each datastream contains three separate data types:

    • The amount of sales (in dollars) within the 15 minute period

    • The number of transactions processed within the 15 minute period

    • The tips processed in a 15 minute period

Connecting Square and Workforce

To connect Square to Workforce navigate to Settings > Integrations > POS Integrations

In the top right of the POS Integrations page you should see a green button "+ New POS Integration".

You can search for Square or locate its badge in the list of POS Integrations:

If you are logged into your Square account in your browser already, Square should just ask for authorisation to link the two accounts, otherwise you will be prompted to log into your Square account, and then authorise Workforce to access your data.

Once connected you can manage the integration via the edit button - one setting to note is if you wish to include sales tax in the figures in Workforce.

To confirm the integration was successful, navigate to Settings > Integrations > Manage Data Streams. 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.

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