How do I upgrade my existing store to use the Square integration?

To ensure a seamless transition, there are some important menu setup steps to cover off.

When you connect your existing online store to your Square account, your current online menu in Bopple will be replaced by the setup you have in Square. You may need to review and improve your Square menu before proceeding. 


Overview

In your Square Item Library, you will need to: 

  1. Create Items for all products you want to display in Bopple
  2. Ensure all Items are added to a Category
  3. Use Item Variations for any Items that you sell in different sizes
  4. Add Modifier Sets for any add-ons, customisations or upsells on your Items
  5. Add images to Items so your menu is visually appealing to customers

Ready to go?
If you've completed the steps to prepare your menu in Square and are ready to upgrade your store, please get in touch via help.bopple.com/contact 

Still need help?
If you still need a little more info, please read on for further detail and guidance. 


Detailed steps

The below steps can all be completed within your Square Item Library

1. Create Items for all the products you want to display in your menu.
Is your POS menu setup very basic? Using things like "Black Coffee" and "White Coffee" instead of a complete set of coffee items? You'll need to build out your menu in Square so that the customer is able to select items and the level of detail they expect when ordering ahead. 

2. Ensure all Items are added to a Category. 
Categories are required for an Item to be imported to Bopple. This is because they are an important categorisation that allows customers to browse and find items they want to order. 

3. Use Item Variations for any Items you sell in different sizes. 
Item Variations allow you to sell different variants of the same product without cluttering your customer facing menu with several instances of each Item. You can easily create Option Sets, which are groups of Variations, to quickly apply them to your products. 

4. Add Modifier Sets to Items for add-ons, customisations and upsells. 
You can easily create Modifier Sets and then apply them to your Items in bulk. If you want to apply Item-specific changes to Modifier Sets, this can be done when editing the Item.
 
5. Add images to your Items
Add images to the Point of Sale tile area when editing your Items. These images will be imported to Bopple and displayed to customers. 

See the below example of an Item in Square with all the required settings applied.

Ready to go?
If you've completed the steps to prepare your menu in Square and are ready to upgrade your store, please get in touch via help.bopple.com/contact