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Square

Connect your Square account to pull in retail orders, product catalog, inventory, and payment processing data.

Connection Method

OAuth — one-click authorization through Square's secure OAuth flow.

How to Connect

  1. Go to Dashboard > Integrations
  2. Click Connect Square on the Square card
  3. You will be redirected to Square to sign in and authorize Nummbas
  4. After authorization, you will be returned to Nummbas and your data will begin syncing

What Gets Synced

Orders

  • Order identifier and total price
  • Order state (completed, cancelled, etc.)
  • Line items with product titles, quantities, and prices
  • Customer country and region (available for orders with shipping fulfillments, such as Square Online orders)

Processing Fees

  • Total fees and total processed volume
  • Fee percentage
  • Transaction count
  • Refund total

Products

  • Product title and option titles
  • SKU, price, and cost
  • Inventory quantity
  • Product type

Features Powered by Square Data

  • Dashboard KPIs — retail revenue and transaction count displayed on your main dashboard so you can see how your retail sales are doing at a glance
  • Business Insights — retail revenue, transactions, locations, Square disputes, and refund rate, giving you a full picture of your Square business health
  • Product Command Center — product margins and inventory from your Square catalog so you can see which products are most profitable and what needs restocking
  • Customer Geography — order distribution by location, showing you where your customers are buying from so you can plan shipping and marketing accordingly
  • Expense Intelligence — Square processing fees automatically appear as an expense category so you can track how much you are paying in transaction fees over time

Manage or Repair a Connection

If the connection shows Needs attention, select Reconnect and follow the approval steps. On plans that support several accounts, select Manage to view connections and add or disconnect an account. See Managing connections for details.

Troubleshooting

  • Connection failed — Make sure you are signing in with a Square account that has owner or admin permissions. If the connection fails, go back to the Integrations page and try connecting again.
  • Data not appearing after connecting — The initial sync can take a few minutes depending on how many orders and products are in your Square account. Check the integration status on the Integrations page to confirm the sync is in progress.
  • Stale or outdated numbers — Nummbas syncs your Square data automatically every 4 hours. Check the last sync time and any status message on the Integrations page. If you need to rebuild the import, see Reimporting data.