Article Contents
Step 1 - Select Square as POS Type
On the WISK Web Portal, hover your cursor over your user icon on the bottom left, then click "Venue Settings"
Click "Edit" beside POS Type
In the window that opens, click the “POS Type” drop-down menu, and select Square
The window updates and you'll see a few options, but for now click “Set up” to continue
Note: This opens Square's login page in a new window. If nothing appears, please temporarily disable your browser's pop-up blocker and try again.
STEP 2 - Log-in to Square Account
A new tab opens in your browser on the Square Web Dashboard. type your Square username and password and click “Sign In"
The integration process works behind the scenes to link WISK with your Square account. When complete, it displays:
{
"success": true
}
Note: If you receive a different message, please contact WISK Support.
STEP 3 - Select Venue(s)
After your Square account is connected to WISK, you'll need to select the venue you want to import sales from.
If your Square account has more than one location, you can choose which venues to import sales from by clicking the checkboxes in the table.
Note: If you don't select any of the locations, no sales will be imported into the venue.
STEP 4 - Customize POS Items (Optional)
Before your sales data is imported, you can customize how your sales data / POS Items appear in WISK.
With Square, you have the following customization options:
Include all POS Items - this is toggled on by default and should remain on at all times
Include all POS Items even if not sold - By default, WISK only imports items with sales (see above). If you create a new item in your POS, it won’t appear as a POS Item in your account until it is sold. If you check this box, it will appear as a POS Item before it is sold, and can be mapped.
Note: If you have a large number of historical items in your POS, checking this option may create lots of POS Items.
Import Modifiers as Separate POS Items - When you select this option, your modifiers for items will appear as separate POS Items. For example, if you sell a Tito's Vodka Single and you use modifiers to track the mix that it is sold with, it will appear differently depending on whether this box is checked. Lets say we sell it with Orange Juice:
Checked - There will be a separate POS Item for "Tito's Vodka Single", and for "Orange Juice". Orange Juice could be used as a modifier in multiple items, and it will only appear as one POS Item.
Unchecked - There will be a combined POS Item of "Tito's Vodka Single - Orange Juice".
Note: Choosing to check this box will depend on the way you have set up your menu items and how you use modifiers.
If you select any of the above options and your POS Items didn't populate the way you expected, you can change your customizations options at any time by accessing the "Venue Settings".
STEP 5 - Saving the Integration
After selecting the venues/locations and customization options, click "Save".
By default, WISK pulls your last 365 days of sales data. If you have items in your POS that have not been sold in the past year, they will not appear in your POS Items from the initial sales pull (unless you checked to include all POS Items even if not sold in Step 5).
This is to reduce the amount of POS Mapping that you have to do at the onset.
Those items will appear in your POS Items the next time they are sold.
If you encounter any errors during the integration process, or your sales data isn’t appearing after 24 hours, please reach out in the chat or email [email protected].
Customizing Your Sales Data
As mentioned in Step 4, when setting up the integration, or anytime after, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Important: To reduce the amount of effort, it’s best to customize your sales data after integrating and before mapping your POS Items. You want to make sure everything is right before adding recipes.
Reimporting Sales Data
After making those changes, they apply to any sales data imported from that point forward.
When you make the changes, you can apply them to the past by reimporting your sales data.
When you click "Yes" you can choose if you want to reimport sales from a completed inventory or a specific day to the present.
For more information about reimporting sales, see:
Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory. If you have no locked inventories, you can reimport up to the maximum number of days allowed for the specific POS
Clear Previous Sales Data
Most customization for your POS integration should happen early in your venue's setup. The ideal flow is to import the sales with the settings you want, and see if the output matches your expectations.
If it doesn't, you can make more changes and try again. As part of this, you can ask a member of the WISK Team to clear all your imported sales data.
This does the following
Deletes all sales data from the venue
Keeps all mapped POS Items (if any)
Removes all unmapped POS Items
It then reimports everything with the updated settings. This is used because sometimes a POS has a limitation on how far back the end user can re-import the sales. When the data is cleared by a member of the WISK Team goes back as far as possible.
Expired Authentication Token
The integration with Square requires an authentication token that is generated during setup. Some events can cause the token to expire (Square updating their API version) which disables the integration.
If this happens, you'll receive a notification on web.wisk.ai and an email saying the token has expired. To re-integrate, just go through the setup process again to generate a new token.
