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Connect Square with Workfeed.
See your Square sales next to your schedule, so you can plan staff against revenue and follow your labor percentage during the day.
- Sales update every 5 minutes
- Sales history back to 1 January 2021 is imported
Square inside Workfeed.
AI forecasting. Your booking history trains the forecast, so Workfeed predicts guests hour by hour and shows how many people you need on every shift. See AI forecasting
What syncs between Square and Workfeed.
Sales.
Synced
23,200 kr.
Sales.
Every paid Square order is saved as a sale in Workfeed and shown as revenue per day and per hour.
Revenue excluding VAT, tips and service charges, VAT, Order time, Currency, Order lines, Discounts
Used in Schedule, key metrics and labor percentage
Tips.
Synced
1,240 kr.
Tips.
The tip amount on each order is saved with the sale, so it can be shared out through a tip pool.
Tip amount per order
Used in Tip pools
Locations.
Synced
3 locations
Locations.
Each sale keeps its Square location, so you can match locations to departments in Workfeed.
Square location ID
Used in Department matching
Square and Workfeed, together.
You connect Square from Workfeed and log in to Square to approve read access to your orders and merchant profile. Workfeed then imports your paid orders back to 1 January 2021 and checks for new orders every 5 minutes.
Square stays your point of sale, and nothing is written back to it. Workfeed shows the sales under each day in your schedule and in key metrics, uses them to calculate your labor percentage, and uses tips in tip pools.
Why connect Square with Workfeed?
-
01
Plan staff against real sales.
You see each day's revenue under the schedule, so you can match staffing to how busy you actually are.
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02
Follow your labor percentage.
Workfeed compares wage costs with your Square revenue, so you can see if you are over your labor budget.
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03
Compare with earlier periods.
Click the sales figure in the schedule to see revenue per hour and compare a day with the same day last week and last year.
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04
Share tips from Square.
Tips registered in Square can feed your tip pools, so you do not have to type them in.
Square integration at a glance.
Every 5 minutes
Direction
One way, from Square into Workfeed
Sync frequency
Every 5 minutes
What syncs
Sales, Tips, Locations
Details
Revenue excluding VAT, tips, service charges, VAT and more
Time window
Back to 1 January 2021 when you connect
Multiple accounts
Yes, added by Workfeed support
Setup time
Who sets it up
An admin in Workfeed
Available in
Australia, Canada, France, Ireland, Japan, Spain, United Kingdom, United States
Price
Partner since
Built for how Square works.
Only paid orders count.
Workfeed only saves orders with nothing left to pay. Open or partly paid orders are left out until they are fully paid.
Revenue is shown without VAT.
The revenue figure excludes VAT, tips and service charges. Tips are kept separately for tip pools.
Locations matched to departments.
Until you match departments, every department shows all Square data. You can choose all, selected or no Square locations per department.
Recent changes are picked up.
Every 5 minutes Workfeed rereads orders created today and yesterday, so changes to those orders are updated.
Disconnecting from either side.
If you remove the integration in Workfeed, Workfeed also revokes its access in Square. If you revoke access in Square, the connection is removed in Workfeed.
How to connect Square.
-
01
Choose Square.
Go to Settings, then Integrations, click Square and confirm with Yes, connect.
In Square In Workfeed Done by Workfeed -
02
Approve access.
Log in to Square and allow Workfeed to read your orders and merchant profile.
In Square In Workfeed Done by Workfeed -
03
Match departments.
Back in Workfeed, open Match departments on the Square integration and choose which locations each department shows.
In Square In Workfeed Done by Workfeed
Read the step-by-step guide
This guide tells you anything you need to know about the integration between Square POS and Workfeed. The integration itself is super simple, but some questions naturally arise along the way. You can find answers to all your questions below!
How the integration works
Once you’ve enabled the integration between Square POS and Workfeed, your sales data will automatically be sent from Square POS to Workfeed. This allows you to see your sales and labor rate in real-time within Workfeed while also gaining access to deeper insights. Once you’ve gathered enough sales data, Workfeed will also provide you with revenue forecasts based on historical patterns taking aspects like weather into account. The combination of Square POS and Workfeed ultimately allows you to schedule more accurately.
Enabling the integration
- Login to your Square POS account and search for “Workfeed” in Square’s App Store.
- Click on ‘Get started’.
- You will be redirected to Workfeed where you can login to your account, or if you are not a Workfeed user yet, create a new account.
- Click on Yes, connect to enable the integration.
- The integration is enabled, you will be redirected to Workfeed’s schedule view where the POS data will appear below every day of the week (only on today and historical days with data) and in the dashboard tab. If you do not see the data appear in the schedule view, make sure to check if POS data is enabled in the schedule interface settings which can be found by clicking on the ‘👁️’ icon.
Benefits of the integration
Once you integrate Workfeed with your POS system, Workfeed will automatically retrieve your sales data from your POS system in real-time and visualize it below the schedule. When you click on the Sales figure, you’ll be able to take a deeper dive into your sales figures with insights like:
- Your sales in real-time
- Sales comparisons with similar days
- The distribution of sales throughout the day (total per hour)
- Average revenue per guest (also requires a booking integration)
- Average revenue comparisons with similar days
Having this data at your disposal enables you to create work schedules that match the expected revenue on any given day. At the same time, you can keep an eye on your labor rate to make sure you stay within your labor budget.
FAQ.
What data does Workfeed retrieve from my Square POS account?
Workfeed retrieves every transaction from the connected Square POS account.
How frequently does Workfeed retrieve data from Square?
Your sales data is updated every minute in Workfeed, meaning the sales data you see in Workfeed is basically in real-time.
I do not see any sales data in my Workfeed account, why?
There could be a few reasons:
- Firstly, double check if the integration is enabled correctly. You should be able to see whether this is the case if you go to settings > integrations > and see integrated in green next to the Square logo.
- If the integration is enabled correctly, you should be able to see sales data on days where data is present in your Square POS account. Data will only be visible on historical days or on today if there’s transactions present.
- If you don’t see any data but and the integration is enabled, you can check if you see transactions in the connected Square POS account. If that’s the case, please reach out to our support team via the chat on our website.
I only see data in the dashboard view and not in the schedule view, why?
If you do not see the data appear in the schedule view, make sure to check if POS data is enabled in the schedule interface settings which can be found by clicking on the ‘👁️’ icon.
How long does it take before I gain access to forecasts?
About 3 months.
Book a demo
See Workfeed with Square in action.
Pick a time that suits you. In 30 minutes we show you Workfeed, how the integration works and answer your questions.
- 30 minutes, online
- No commitment
- Free 14-day trial, no credit card needed
Questions about the Square integration.
01 What data does Workfeed get from Square?
Workfeed reads your paid orders from all locations in the connected Square account, including revenue, VAT, tips, order lines and discounts. It also has read access to your merchant profile.
02 How often is my sales data updated?
Workfeed checks Square for new orders every 5 minutes.
03 How far back is sales data imported?
When you connect, Workfeed imports your orders back to 1 January 2021.
04 Does Workfeed change anything in Square?
No. Workfeed only asks for read access, so nothing is written back to Square.
05 Is the revenue figure with or without VAT?
Without. Workfeed shows revenue excluding VAT, tips and service charges.
06 I have several Square locations. How do I split the data?
All locations in your Square account are imported. Use Match departments on the Square integration to choose which locations each Workfeed department shows.
07 Can I connect more than one Square account?
Yes. Contact Workfeed support to add a further Square account to your Workfeed account.
08 Why do I not see sales in my schedule?
Check that Square shows as integrated under Settings and Integrations, and that POS data is turned on in the schedule view settings under the eye icon. Sales only show for today and past days with paid orders.
09 Which Workfeed plan do I need?
Connecting Square requires the Workfeed Pro plan or higher.
10
About Square.
Square is a payments and point-of-sale business owned by Block, Inc., founded in 2009 in San Francisco. Square POS combines payments, hardware and software for sales, inventory, staff and customers.
Available in
Australia, Canada, France, Ireland, Japan, Spain, United Kingdom, United States
Try Workfeed with Square for free.
Spend less time on admin and more time on your team and your guests. Set up takes minutes.
- No credit card needed
- No lock-in periods
- Free training and support
