How Do I Integrate My Shift4Shop Store With Square POS?

The Square Point of Sale (POS) software allows you to sell products through popular iOS and Android platforms, such as a phone or tablet, while collecting payment through Square's integrated payment solution.

Shift4Shop's integration with Square POS allows you to export products from your Shift4Shop store and upload them to your Square POS. It will also let you import products from your Square POS app to your Shift4Shop store. Furthermore, on-hand stock of the products shared between the two services will automatically synchronize as they are purchased and removed from inventory.

Setting up the Square POS Integration

To set up Shift4Shop's Square POS integration, follow these steps:

1. Log into your Shift4Shop Online Store Manager.

2. Using the left navigation menu, go to Modules.

3. Once the page loads, use the search bar at the top to locate and open the "Square" module.

4. Next, click on the "Settings" link within the module.

5. Click on the Initiate Onboard Process button.

6. Log into your Square Account.

Upon logging into your Square account and making the connection, you will be directed back to your Shift4Shop Online Store Manager, where you will see the following settings:

• Locations
  Set the online store "location" (from your Square account) that you'd like to connect your Shift4Shop store to*. If any of your Square POS App locations are not in the drop-down, click on the Actions button (found along the top right) and select Refresh Location List.

• Enable Stock Sync
  Mark this checkbox if you'd like to synchronize inventory for items shared between your Shift4Shop store and your Square app. As items are sold on one, they are deducted accordingly from each interface as applicable. *

7. Once your initial settings are configured, click on the Save button at the top right of the page.

Your next steps will be configuring how products will be shared between your Shift4Shop store and the Square POS app. Depending on how you'd like to set up the integration, you can import products from your Square app to your Shift4Shop store or send products from your Shift4Shop store to the Square POS app. We'll cover both in the next sections.

Export Products To Square

Rather than manually creating products on Square, you can export items from your Shift4Shop store and populate them into your Square POS App. To do this, follow the steps outlined at the beginning of this article to connect to your Square account and select your Location. Then proceed with the following steps:

1. Look to the top right of the page and click on the Actions button.

2. Select the option marked "Export Products To Square."

3. Confirm the selection by clicking OK to the confirmation prompt.

The module will begin the process of uploading products to your Square account*.

Once the export process is complete, you will see a section at the bottom of the module setting page which will detail the status of the export process. This will include the number of categories and products found and synchronized and any errors that may have been found during upload.

Import Products From Square

With the Shift4Shop/Square POS Integration, you also can select products - which are already set up on Square - and bring them over into your Shift4Shop store. To do this, follow the steps outlined at the start of this article to connect to your Square account and select your Location. Then proceed with the following steps:

1. Look to the top right of the page and click on the Actions button.

2. Select the option marked "Import Products From Square."

The module will retrieve your list of products set up on the Square POS app and display them in a grid for you. This action should occur automatically, but if your products are not displayed, you can click on the Fetch button (located on the top right) to refresh the grid. To the left of each grid item will be a checkbox that you can select to mark which products you'd like to import from Square.

3. Select which items you'd like to import from Square.

4. Look to the top right and click on the Next button.

On the next page, a second grid will show categories that will be imported from Square. From here, you can select whether the category will be created on your Shift4Shop store or whether it will be mapped to an existing category. Your choices are:

• No category
  The category will not be imported from Square. Products for the category will still be added to your store, but they will not reside in any specific category of your Shift4Shop store.

• Create new or map to existing
  Select this radio button if you want the categories to be created as new on your Shift4Shop store.

• Select Existing
  Select this radio button to have the categories mapped to categories that are already present in your Shift4Shop store. When selecting this radio option, a popup window will appear showing your store's categories. Click "select" to choose which category to map to.

5. Select your New Category radio option and click on the Import button at the top right

The module will connect to your Square POS App and download the selected products (and categories), and populate them onto your store*.

Disconnecting from Square

You may disconnect your Shift4Shop store from the Square POS at any time. To do this:

1. Log into your Shift4Shop Online Store Manager.

2. Using the left navigation menu, go to Modules.

3. Once the page loads, use the search bar at the top to locate and open the "Square" module.

4. Next, click on the "Settings" link within the module.

5. Look to the top right of the page and click on the Disconnect button.

This will reset your Square POS integration completely and sever the synchronization process.