Square is one of the most popular point-of-sale systems. In fact, most of our partners currently have a Square account. When we started building TableTab, we knew we would have to build an integration with Square. A reliable integration would allow our partners to seamlessly adopt TableTab while keeping admin and management of their operations in place. In this blog post, we will discuss how our Square integration works.
Customer
Whenever a customer is created within TableTab, we create a customer in Square. Emails and phone numbers for that customer are updated over time. All data is synced with Square. As a result, merchants on TableTab can still run the same marketing campaigns they used to without losing critical customer data.
Catalog
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Catalog integration is one of our most extensive integrations with the Square point-of-sale. Square Catalog consists of all items, modifiers, taxes, etc., in Square.
When a merchant authorizes TableTab to integrate with its Square account, a catalog sync is initiated. The entire catalog (for a selected location) is imported into TableTab. We import the whole catalog because merchants organize different catalog items for other channels, like in-person payments, online ordering, etc. Once items are imported into TableTab, their availability status can be toggled without impacting the status in Square.
If a change to an item’s name, description, modifiers, or price is made on TableTab, that change is automatically synced to Square. If a catalog change is made in Square, it’s automatically synced with TableTab. Additionally, for changes from Square to TableTab, we keep audit logs to track what changes are made at what point in time. Merchants can view the logs directly in their dashboard.
Order & Payment
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TableTab leverages Square Order & Payment APIs to process orders, and send all relevant data to the Square point-of-sale. TableTab keeps tabs open by default, allowing customers to order from merchants continuously.
Order and payment information is sent to Square when a tab is closed out, either by staff or customers. Once closed, the order information (items, check, payment data, customer info) is immediately sent to Square. Staff can track the status of order sync to Square through the Staff App and Terminal. If a refund needs to be issued, staff can issue it directly through TableTab or Square.
Merchants can view this integration as an expansionary “layer” on top of Square’s traditional order and payment channels, enabling customers to make transactions across multiple merchants, for example. Customers can also run a tab across in-person, self-service, and table-side ordering channels. Everything TableTab offers can work within a merchant’s Square account.
Hardware
TableTab can process in-person payments through the Staff App and Terminal while keeping the order and payment integration synced with Square. To do so, we integrate with the Square Reader.
Staff can easily pair the Staff App or the Terminal with the Square Reader. Once the reader is paired, staff can use it to ring up a single order or open a tab.
In the future, we plan on integrating with the Square Stand & the Square Terminal.
Reports
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Our integration to sync customer data, catalog, order, and payment between TableTab and Square allows merchants to run detailed reports in Square. Because Square allows merchants to filter reports by source, merchants can select TableTab as the source for sale summaries, tip reports, item level breakdowns, payments, and more.
If there are other downstream integrations that a merchant has set up, such as Quickbooks, all of them can remain in place while using TableTab.
Interested in integrating TableTab with Square? Contact us.
