Square Integration

Order Desk can import your Square orders automatically. This guide goes over how to set up and use the Square integration in Order Desk.

Setup

To begin, click on Manage Integrations from the left sidebar in Order Desk. Under the Shopping Carts tab, find and click to enable Square.

Alternatively, search for Square from the available integration search.

On the next page, either click the green Connect to Square button to log in and give Order Desk access to your Square account:

Integration Settings

Once connected, you can set your integration preferences.

Select Locations

If you have multiple locations attached to your Square account, you’ll see them available to be selected here. Select the locations you want Order Desk to pull orders in from.

Check For New Orders

Select how often you want Order Desk to look for and download new orders from Square.

Download These Orders

Select the status of the orders you want Order Desk to download from Square.

Fulfillment Status

Select which orders we should download from Square. Please note that the Square doesn’t provide delivery details so we cannot download any delivery orders.

Folder For New Orders

Select the folder where newly imported orders from Square should be placed.

For more information, see the Working with Folders guide.

Sync Inventory

If you want Order Desk to sync your inventory availability back to Square, enable this setting. As inventory counts are updated here, Order Desk will send those numbers to Square to update your product availability there.

Sync Tracking Numbers

If the Sync Tracking Numbers setting is enabled, Order Desk will send the shipment information back to Square automatically as shipments are added to the orders in Order Desk.

Manual Imports

You can manually import your orders from Square at any time. You'll see the option to do so on the right side of the Square Integration settings page.

Manually Import Orders

If you want to import orders manually instead of automatically you can do so by entering the order date from which you'd to start downloading and clicking Import Orders.