— Columns we expect
Location NameTeam MemberNet SalesRefundsItems Voided
Header names are auto-detected. Common variants (e.g. “Server” for “Employee” or “Site” for “Location”) work without changes.
— Connect · Square
Never 86'd for Square.
Square Developer OAuth is open access. Drop a CSV today, full OAuth landing soon.
— Square dev-account OAuth in build · ~1 week
— Which export goes with which agent
3 agents wired for Square today.
— Columns we expect
LocationTeam MemberTotal AmountTender TypeRefund AmountDiscount Amount
Header names are auto-detected. Common variants (e.g. “Server” for “Employee” or “Site” for “Location”) work without changes.
— Columns we expect
LocationTeam MemberWeekNet SalesTips Collected
Header names are auto-detected. Common variants (e.g. “Server” for “Employee” or “Site” for “Location”) work without changes.
— How to export from Square
Three clicks. One CSV.
- 1Sign into your Square back-office on the computer (mobile exports are limited on most POS systems).
- 2Navigate to Reports → Sales Reports (or the equivalent), pick the period (last month is a good starting point), and download as CSV.
- 3Drop the CSV at /trial. We auto-detect the column shape — no mapping step needed.