Introduction
Once connected to your Square POS account OpenSimSim will retrieve your sales history and use that data to:

  • Forecast your future sales¬†
  • Show you your labor costs against your actual sales

Prerequisite

  1. Administrator access
  2. Your Square Account Login

Navigation

Mega Menu (Location) > Integrations > POS

Connect to Square

Click on the link icon.

You will be automatically re-directed to the Square login screen. Login to your account using your Square credentials. 

Once logged in to your Square account, you are prompted to allow a request to access your information.

Once you 'Allow', you are taken to a screen which prompts you to select which of your locations the integration should be connected to. If you only have a single location, this will be displayed in the field as default.

Once you click on the 'Connect' button, you will receive confirmation of a successful connection

You are now re-directed to the OpenSimSim integration screen where you will see the Square status has changed to 'connected'

You can see the connection details of your account by clicking on the 'Connected' link

You can disconnect from your Square account at any time by clicking on the 'Disconnect' link. Disconnecting will stop the flow of sales data to OpenSimSim, resulting in no sales forecasting being performed. Additionally, you have the option to purge all historical sales history from OpenSimSim.

Related Articles

  • Use projected sales to manage labor costs when scheduling here
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