Droppah integrates with Square, a versatile and user-friendly POS platform empowering businesses of all sizes to streamline sales, manage inventory, and deliver seamless customer experiences.
Integrating with Square
To integrate with Square, go to Settings > Integrations. Select Square and press Connect.
A new tab will open prompting you to authorise Droppah to access your information from Square.
Once connected you will be returned to the Integrations page and the Square integration will be showing as a connected integration. You'll need to sync before any data will flow through to Droppah from Square.
Syncing with Square
Once you've integrated with Square you can click Sync on the Square integration at any time to sync your employees and Square Locations.
Alternatively, you can select Sync Square Employees from the People tab.
It's important to sync when you first integrate Droppah & Square.
It's also a good idea to sync before loading each roster, or if any of the following applies:
You have new employees who have been added in Square and need to be created in Droppah
You have new Locations in Square that need to be brought over to Droppah as Teams
When syncing Square, if you have any employees who haven't yet been synced to Droppah, you'll be given the option to tick Create Employees.
Whenever new employees join your company, it's best to set them up in Square first and then sync them to Droppah. When an employee is synced to Droppah, their Square Loactions will also be synced to Droppah as Teams.
If you would prefer to manually link employees rather than relying on name matches, you can do so using the Square Employee dropdown on your people in Droppah:
What information syncs between Square and Droppah?
Team Members
When you sync Droppah with Square with Create People ticked, we'll check whether any Team Members in Square already exist in your Droppah account. If anyone is found with a matching email address (or matching name, if no email matches are found or multiple employees have the email), Droppah will automatically connect their records. If we don't find a match, we'll set them up for you.
Once connected, you'll be able to see the Square icon under People.
Square team members will have the following details brought through from Square each time you sync:
Square | Droppah |
Name (First & Last) | Name (First & Last) |
Email Address | |
Phone Number | Phone |
Hourly Rate (on creation only) | Pay Rate |
Locations | Teams |
Locations
Each time you sync your employees, any Square Locations they belong to will be synced to your Droppah Teams, with the following details brought through:
Square | Droppah |
Location | Team Name |
Team Members | People |
Revenue
Once you've integrated with Square and synced your Location and Team Member information through to Droppah, revenue from Square will flow through to Droppah in real time as orders come in. We'll also bring through the last 24 hours of orders when you first integrate.
Details on viewing revenue info in Droppah can be found here: Revenue & Labour Costs