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Square

Integration

Combine your Square Register data with Homebase's employee scheduling and time-tracking features to save time, money, and paperwork.

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Setting Up the Integration

For New Homebase Customers (Already Has Square)

  1. Sign in to Square.
  2. Visit the Apps tab and click Get Started next to Homebase.
  3. Read and accept the permissions to allow Homebase to access your Square data.
  4. Enter a password for your new Homebase account. Click Continue. If you are a multi-location merchant, you must use your Square Master account email and password to authenticate from Square.
  5. Select the Time Zone and Start of Day for your new Homebase merchant account.
  6. Click Get Started.
  7. You will be redirected to your new Homebase web dashboard.
  8. Your Square sales, employees and time cards will sync from Square to Homebase.
  9. Remind your employees to clock in and out using Homebase so all their info is properly recorded.

For Existing Homebase Customers

  1. Sign in to your Homebase web dashboard.
  2. Select the Settings tab in the left menu.
  3. Select POS Connection from the navigation bar on the left.
  4. Click Connect next to Square.
  5. Sign in to Square with your Square email and password. If you are a multi-location merchant, you must use your Master account email and password (not your location email and password).
  6. When successfully authenticated from Square, you will be redirected back to your Homebase dashboard.
  7. Your Square sales, locations, employees and time cards will sync from Square and now be visible in Homebase.
  8. Remind your employees to clock in and out using Homebase so all their info is properly recorded.

Data Shared Between Homebase and Square

Data FieldSync Status
Employee NameSyncs at Initial Setup
Employee Phone NumberSyncs at Initial Setup
Employee EmailSyncs at Initial Setup
RolesSyncs at Initial Setup
WagesSyncs at Initial Setup
SalesSyncs Ongoing
Time CardsSyncs Ongoing
Employee Access LevelDoes Not Sync
Employee PINsDoes Not Sync

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<h2>Data Shared Between Homebase and Square</h2> <div class="table-box"> <table class="table_component"> <thead> <tr> <th>Type of Data</th> <th>Does it Sync?</th> <th>When it Syncs</th> </tr> </thead> <tbody> <tr> <td>Employee Name</td> <td>Yes</td> <td>Initial Setup</td> </tr> <tr> <td>Employee Phone Number</td> <td>Yes</td> <td>Initial Setup</td> </tr> <tr> <td>Employee Email</td> <td>Yes</td> <td>Initial Setup</td> </tr> <tr> <td>Roles</td> <td>Yes</td> <td>Initial Setup</td> </tr> <tr> <td>Wages</td> <td>Yes</td> <td>Initial Setup</td> </tr> <tr> <td>Sales</td> <td>Yes</td> <td>Ongoing</td> </tr> <tr> <td>Time Cards</td> <td>Yes</td> <td>Ongoing</td> </tr> <tr> <td>Employee Access Level</td> <td>No</td> <td>Never</td> </tr> <tr> <td>Employee PINs</td> <td>No</td> <td>Never</td> </tr> </tbody> </table> </div>
Help Articles
Homebase and Square POS Integration Guide
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Integrate with Square Payroll
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How to Connect Your POS System with Homebase
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Tip Pooling - Setting Up a Tip Policy
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SMALL BUSINESS INTEL, IN YOUR INBOX.

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Additional Help Articles