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How to Sync Menu Items to Square
How to Sync Menu Items to Square
Updated over 2 years ago

After connecting your Square account, you can sync your menu items to Square and vice versa.

  1. Click "Store" from the main dashboard, then select "Ecommerce Settings" from the sidebar.

  2. Click the "Payments" tab

  3. Click "Enable Syncing" below the Square logo

  4. Select one of the options for syncing, then allow permissions.

    • Pull - menu items added through Square get pushed to Sociavore's Square Mapping.

    • Push - menu items in Sociavore are added to Square. Changes in Sociavore get pushed to Square, but changes from Square do not get pushed to Sociavore.

    • Pull & Push - this is a 2-way sync. Menu changes in Sociavore get pushed to Square, and menu changes in Square get pushed to Sociavore's Square Mapping.

Pull Syncing

After selecting Pull Syncing from the previous step, you need to do the following to ensure that the items from Square are added to your Sociavore menu:

  1. Click "Store" from the main dashboard, then select "Ecommerce Settings" from the sidebar.

  2. Click "Square Mapping"

  3. Select the items you want to add to the menu

  4. Click the "Import To" dropdown

  5. Select the menu where you want to add the item

It will copy the following information:

  • Item Name

  • Category

  • Description

  • Location

  • Price

  • Modifier

  • Tax

If you edit the Square items, it will automatically reflect in Square Mapping. However, if you import it to a Sociavore menu, it will not override the existing menu item. Instead, it will create a new Sociavore menu item.

Push Syncing

If you selected Push Syncing from the previous step, you need to do the following to ensure that your Sociavore menu items are added to Square:

  1. Click "Menu"

  2. Open the menu for editing

  3. Click the Square icon on the upper right to push to Square. Once the logo turns black, the menu items will sync with Square.

It will copy over the following information:

  • Item Name

  • Category

  • Description

  • Location

  • Price

  • Modifier

  • Tax

If you make changes in the Sociavore menu already synced with Square, the changes will automatically reflect in Square.

Pull & Push Syncing

The third option allows you to do both types of syncing mentioned above.

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