Square POS Integration

Before starting the integration, ensure you have:

• Square POS Account: Active Square POS system with admin access
• Bionoryx Account: Active Bionoryx account (Early Access or paid plan)
• Square Developer Account: Access to Square Developer Dashboard
• Network Access: Stable internet connection for both systems
• Admin Permissions: Ability to install apps and modify POS settings

Navigate to your Bionoryx dashboard:

1. Log into your Bionoryx account
2. Go to Settings → Integrations
3. Click on "Square POS" from the available integrations
4. Click "Connect Square POS" to begin the setup process

Authorize Bionoryx to access your Square POS data:

1. You'll be redirected to Square's OAuth authorization page
2. Log in with your Square POS admin credentials
3. Review the permissions Bionoryx is requesting:
   • Read orders and transactions
   • Read catalog items and categories
   • Read inventory levels and adjustments
   • Read employee and shift data
   • Read customer information
4. Click "Authorize" to grant access
5. You'll be redirected back to Bionoryx with authorization code

Configure your Square locations:

1. Select which Square locations to connect (if you have multiple)
2. Map your Square locations to Bionoryx location names
3. Set the primary location for your main operations
4. Configure time zone settings for accurate reporting
5. Set up location-specific settings and preferences

Configure what data to sync and how often:

1. Choose sync frequency (real-time, hourly, or daily)
2. Select data types to sync:
   • Orders and transactions
   • Catalog items and variations
   • Inventory levels and adjustments
   • Employee shifts and labor data
   • Customer profiles and preferences
3. Set historical data range (recommended: 90 days)
4. Configure data retention policies

Start the initial data synchronization:

1. Click "Start Initial Sync" to begin data transfer
2. Monitor the sync progress in the dashboard
3. Initial sync typically takes 2-5 minutes for Square POS
4. You'll receive a notification when sync is complete
5. Review the sync summary to ensure all data transferred correctly

Map your Square catalog items to Bionoryx categories:

• Automatic Mapping: Bionoryx automatically maps common catalog categories
• Manual Override: Adjust mappings for custom categories
• Variation Handling: Map item variations to appropriate categories
• Cost Mapping: Ensure accurate food cost calculations
• Waste Tracking: Set up waste tracking for perishable items

Configure employee and labor data:

• Role Mapping: Map Square roles to Bionoryx job functions
• Wage Information: Configure hourly rates for labor cost calculations
• Shift Sync: Set up automatic shift synchronization
• Performance Tracking: Enable performance metrics tracking
• Time Tracking: Sync clock-in/clock-out data

Verify that data is syncing correctly:

• Order Data: Check that recent orders appear in Bionoryx
• Catalog Items: Verify all catalog items and prices are correct
• Inventory Levels: Confirm inventory data matches Square POS
• Employee Data: Check that staff information is accurate
• Customer Data: Verify customer information is properly synced

Test the integration performance:

• Sync Speed: Monitor data sync times and performance
• Data Accuracy: Verify calculations and reports are correct
• Real-time Updates: Test real-time data synchronization
• Error Handling: Test error scenarios and recovery
• System Stability: Ensure integration doesn't affect POS performance

If you experience connection problems:

• Check Internet Connection: Ensure stable internet connectivity
• Verify Credentials: Confirm Square POS login credentials are correct
• Check Permissions: Ensure admin permissions are granted
• API Limits: Check if Square API rate limits are being exceeded
• Square Status: Verify Square POS system is operational

If data sync problems occur:

• Check Data Volume: Large datasets may take longer to sync
• Verify Data Format: Ensure Square data is in expected format
• Review Error Logs: Check Bionoryx error logs for specific issues
• Manual Sync: Try manual sync if automatic sync fails
• Contact Support: Reach out to support if issues persist