Square
Integration with Square links Square Payments to Nexudus.
Overview
The Square Integrations screen provides various settings for connection to Square. Once enabled, the Integration can work with the NexEPOS app (including both EPOS and Kiosk modes), and also with the Square ePos app.
Enable: Enable the Integration
Transfer all customers: optionally uploads all active Nexudus Customers to Square when the 'Upload all data' button is pressed
Transfer all products: optionally uploads all Nexudus Products to Square when the 'Upload all data' button is pressed
Location: selects the specific Square Location to use, once successfully signed in to Square
Status: displays the connection status to Square
(Re)connect with Square: displays the Square Integration login page
Upload all Data: Uploads and synchronises Nexudus Customers and/or Products to Square, depending on the Customer and Product toggles; a feature used for the Square ePOS app.
Connecting to Square
When connecting to Square, Nexudus will redirect to Square to be authenticated. Once logged in, Square will request permissions to give to the Space; all permissions are necessary for the Square integration to work. The permissions page will look similar to the following:
When the above permissions have been authorised, Square will redirect back to Nexudus, and the connection to Square is complete.
Setting the Location
Once back inside Nexudus, it is important that the correct Square "Location" is selected in the Dropdown menu, and the changes saved.
Exporting Customers and Products to Square (Square ePOS)
By clicking 'Upload all Data", Nexudus can upload all active Customers, and Products, to Square, dependant on the toggles. This will be required for ultilizing the Square ePOS app.
For Products, this includes the prices from the system; it is advisable to ensure that the Prices are correct for Products in Nexudus, based on the Nexudus Tax Settings. For more information, see Before you start.
The time the data takes to fully upload will be dependant on how many Nexudus Customers and/or Products exist.
If the 'Upload all Data' feature is used, all individual Products and Customers will have their own individual Square synchronisation toggle set to be enabled.
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