Overview

  1. Access Venue Settings

  2. Select Square as POS Type

  3. Log-in to Square Account

  4. Select Venue(s)

  5. Customize POS Items (Optional)

  6. Saving the Integration

Step 1 - Access Venue Settings

  1. Go to the WISK Web Portal - https://web.wisk.ai/dashboard

  2. Hover over your user icon on the bottom left

  3. Click Venue Settings

The Venue Setting button is highlighted for emphasis.

Step 2 - Select Square as POS Type

1. Click "Edit" beside POS Type

An arrow points to the

2. In the window that opens, click the “POS Type” drop-down menu, and select Square.

An arrow points to click the drop-down menu in the POS Type field.

3. You'll see the window update now that you have selected Square as your POS type. You'll see a few options, but for now click “Set up”

The

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 3: Log-in to Square

1. A new tab opens in your browser on the Square Web Dashboard. type your Square username and password and click “Sign In"

The Square sign in screen.

2. 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 4: 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.

The table on the POS Type window that shows all the locations is highlighted for emphasis.

Note: If you don't select any of the locations, no sales will be imported into the venue.

STEP 5 - Customize POS Items (Optional)

Before you import your sales data, you can customize how your sales data / POS Items appear in WISK.

With Square, you have the following customization options:

  • Include all POS Items even if not sold - By default, WISK only imports items with sales. 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 are 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.

You can change your customizations options at any time by accessing the "Venue Settings".

STEP 6 - Saving the Integration

After selecting the venues and customization options, click "Save".

By default, WISK pulls your last six months of sales data. If you have items in your POS that have not been sold in the past six months, 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 support@wisk.ai.

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