Integration overview between Bopple and Square - how does it work? How frequently does data sync? What is supported?
Quick links
- How does the integration between Bopple and Square work?
- How do I get notified about new orders?
- What do I need to do when I receive an order?
- Does my store status or prep time sync to Bopple?
- How do I process a refund?
- Does Inventory sync to Bopple?
- How is my Square menu synced to Bopple?
- Square setup tips
- Connecting Bopple and Square
- Structuring and importing your menu with Square
How does the integration between Bopple and Square work?
- Bopple will import your menu from Square
- Bopple customer app creates the order in the Bopple platform
- Bopple platform creates the order in your POS platform
- Your POS platform transmits the order to your POS device
Bopple does not communicate directly with your POS device
Your POS provider's technology, and your on-site network, are responsible for orders being transmitted from the POS platform to your POS device.
How do I get notified about new orders?
Orders will show in the Orders section of your Square POS. You'll also receive a push notification to your POS device.
You can also see orders in the Bopple Orders Manager. It is recommended to install Bopple Orders Manager on your device (phone/tablet/iPad) to manage your store status/prep time, and also as a backup incase there is an integration error.
What do I need to do when I receive an order?
Firstly you'll need to accept the order by marking it as In Progress. This will let the customer know their order has been confirmed, and roughly when it will be ready for pickup.
Auto Accept ✨ Enable auto-accept by following instructions here
After you have marked the order as In Progress, next you need to mark the order as Ready. This will notify the customer their order is ready for pickup (or on route for delivery orders) through a text message or push notification.
Auto Ready ✨ Want to automatically mark orders as Ready based on the Pickup Time?
Start a 💬 live chat below or 📧 email us on help@bopple.com
After the order is Ready, you can mark it as Picked Up / Collected which will move it to Completed on your POS.
See more information on Square's guide: managing online orders with Square.
⚠️ Square POS does not support the auto-completing of orders. Staff should mark these as Collected / Picked Up so orders are moved to Completed on the POS
Does my store status or prep time sync to Bopple?
Currently, Square does not allow Bopple to sync the store status (online/offline) or prep time.
How do I process a refund?
All refunds, full, partial by item, and partial by amount, processed in Square are transmitted to Bopple which will result in the customer being refunded. See more information here.
You can also trigger refunds directly in Bopple, see instructions here.
Does Inventory sync to Bopple?
Yes! Square's Inventory can be synced to Bopple by enabling the Sync Item Availability toggle in Bopple Back Office.
Once enabled, setting a count (i.e. 5 units left) or marking an item as out-of-stock will instantly sync to Bopple. As stock is decremented in Square (either via POS orders or Bopple orders), the count on Bopple's side will update in realtime.
You can find out more information, such as how to use it here.
How is my Square menu synced to Bopple?
Bopple will sync all your menu, including categories, products and modifiers from Square.
Menu imports can occur in one of three ways:
- Automatic 🔄
Daily menu import triggered each morning before opening - Manual 👤
Triggered by a Back Office user to instantly sync changes in Square (see steps here) - Error-Triggered ⚠️
If a customer order fails for a menu-related error, Bopple will automatically trigger a menu import to sync the latest changes and prevent a repeat POS menu error
Typically occurs if a product is archived/deleted in Square
See a checklist below of all fields that are synced:
Categories
- Name ✅
- Products in Categories ✅
- Parent Category ⛔️
- Category Sorting Order ⛔️
- Name, Price & Description ✅
- Images ✅
- Variations ✅
- Modifiers ✅
- Product Sorting Order ✅
- Nutritional Information ⛔️
- Dietary Information ⛔️
- Modifier Names & Pricing ✅
- Forced Selection ✅
- Minimum / Maximum ⛔️
*Square does not support minimum / maximum settings for modifier groups.
Inventory- In-stock / out-of-stock ✅
- Stock Amount / Count ✅
Square setup tips
Customise POS shortcuts
Customise your POS shortcuts to ensure Orders is always visible at the bottom of your screen.
- Square POS ➜ More ➜ Customise
- Click + icon next to Orders
Enable push notifications for new orders
Ensure push notifications is enabled for new orders
- Square POS ➜ More ➜ Settings
- Orders ➜ Order notifications
- Enable Allow new order notifications
Enable quick actions on orders
Enable quick actions on your orders so you can easily change their status (i.e. to Ready) without needing to individually open them.
- Square POS ➜ More ➜ Settings
- Orders ➜ Quick Actions
- Enable Use Quick Actions in Order Manager
What's next?
Go ahead and connect the integration! See our guide Connecting Bopple and Square
Unsure on how to structure your menu? See Structuring and importing your menu with Square