Learn about integrating your enterprise resource planning (ERP) application with your Square account using Square Bridge.
Square Integrations

Square Integrations Beta release
This is pre-release documentation for an API in public beta and is subject to change.

A Square integration uses Square Bridge, an integration application hosted by Square to sync a catalog, customers, inventory, orders, and bank transfers between your Square account and an external system such as your enterprise resource planning (ERP) system.

Square Bridge lets sellers and their value-added resellers (VARs) easily configure and monitor integrations between Square and supported systems. To use Square Bridge, you must complete an onboarding process that creates an integration between Square and your external system.

Square Bridge provides data synchronization with Oracle NetSuite, Microsoft Business Central and SAP Business One.

The Square Bridge home page shows you a complete view of your Square integration with one-click access to synced data details, integration settings, and an audit log as shown in the following:

Square Bridge home, Integration overview and summary

When you use Square Bridge to create an integration between your Square account and your external system, you need to perform an onboarding process with the Square Bridge team and your Square account manager.

Onboarding to Square Bridge involves:

  • Creating an integration between Square and your external system.

  • Testing and accepting the integration results.

A Square integration syncs data between your Square account and a separate software system. Synchronizing data is the process of copying data between systems so that the same information is present and in agreement across the two software systems. In this case, Square Bridge is the integration platform and Square and your external system are the external software systems. To successfully sync data, you need to provide the integration with the following:

  • Access to each software system

  • Data mapping for the synchronization

  • Synchronization timing

When you complete the Square Bridge setup, you should expect an additional 2-4 weeks of configuration testing and approvals. During testing, you work with the Square Bridge team to verify that items and data are synchronizing correctly.

To see some of the Square Bridge features, watch the 10-minute demonstration video of Square Bridge.

  1. Set up sandbox environment with these accounts:

    • Square account

    • External system account

    • Square Bridge account

  2. Acceptance testing

  3. Set up production environment with these accounts:

    • Square account

    • External system account

    • Square Bridge account

  4. Sync validation testing

  5. Go-live

  6. Monitor for errors using Square Bridge (ongoing)

The bank transfers synchronization function in Square Bridge does the following:

  • Syncs Bank Transfers between your Square balance and your Square account's linked bank account as NetSuite Journal Entry records.

    • Square settlement types (e.g. transaction fees, chargebacks, etc.) are mapped to NetSuite accounts using G/L codes configured in the Square Bridge Location Settings.

The customers synchronization function in Square Bridge does the following:

  • Syncs customers bidirectionally between Square and NetSuite.

    • Customers are created and updated when syncing between systems, with the most recent change taking precedence in conflict scenarios.

The catalog synchronization function in Square Bridge does the following:

  • Syncs item, class, and tax records from NetSuite to Square as catalog items, variations, categories, and sales taxes.

  • The synced items and inventory are based on whether they belong to configured NetSuite price levels with a price greater than or equal to $0.00 and are not inactive.

The inventory changes synchronization function in Square Bridge does the following:

  • Syncs adjustments to inventory (such as restocks, waste) from Square to NetSuite.

  • Syncs transfers of inventory items between two Square Locations from Square to NetSuite

  • Note: physical counts (i.e. cycle counts) are not currently supported by Bridge. Any Physical Counts performed in Square do not transfer to NetSuite.

The inventory levels synchronization function in Square Bridge does the following:

  • Syncs inventory levels (i.e. NetSuite's calculated on-hand quantity) from NetSuite, thereby overriding Square item inventory levels for each item synced from NetSuite.

The orders synchronization function in Square Bridge does the following:

  • Syncs Square sales, exchange, and return orders into NetSuite.

    • This sync represents these Square transactions with four records in NetSuite: invoices, customer payments, credit memos, and customer refunds.

    • Transactions have a one-to-one relationship with Square transactions and orders.

    • Square orders can be aggregated into a daily invoice and further aggregated by category.

Square Bridge provides the following capabilities for the Business Central integration.

The items and inventory synchronization function in Square Bridge does the following:

  • Brings catalog categories, items, and taxes from the ERP system into Square.

    • An item has a one-to-one relationship with a Square item and item variation set.

    • Items can be configured with a measurement unit.

  • Brings inventory counts from the ERP system into Square.

  • Sends inventory adjustments from Square into the ERP system.

The orders synchronization function in Square Bridge does the following:

  • Syncs orders and transactions from Square into the ERP system.

    • Transactions have a one-to-one relationship with Square transactions and orders.

    • Non-completed orders (such as order-ahead orders or shipment orders) are not considered closed and are not synchronized with Square.

  • Optionally, creates daily category sales reports as invoices.

The customers synchronization function in Square Bridge does the following:

  • Syncs customers bidirectionally between Square and the ERP system.

    • Customers are created and updated when syncing between systems, with the most recent change taking precedence in conflict scenarios.

    This and that

Square Bridge provides the following capabilities for the SAP Business One (SAP B1) integration.

The items and inventory synchronization function in Square Bridge does the following:

  • Brings items from the ERP system into Square.

    • An item has a one-to-one relationship with a Square item and item variation set. Only one barcode is supported per SAP item.

    • Items can be configured with a measurement unit.

    • Square does not support batch and serial managed items.

  • Brings inventory counts into Square.

    • Inventory counts do not account for failed orders into SAP.

The orders synchronization function in Square Bridge does the following:

  • Syncs orders and transactions from Square into the ERP system.

    • Transactions have a one-to-one relationship with Square transactions and orders.

    • Non-completed orders (such as order-ahead orders or shipment orders) are not considered closed and are not synchronized with Square.

    • SAP-specific behaviors include:

      • Net positive Square transactions/orders create SAP invoices and incoming payments.

      • Net negative Square transactions/orders create SAP invoices and incoming payments.

      • Transactions that include an exchange apply negative line items to invoices and credit memos.

      • Gift card sales require a gift card item code.

      • Discounts are not itemized.

  • Optionally, creates daily category sales reports as invoices.

The customers synchronization function in Square Bridge does the following:

  • Syncs customers bidirectionally between Square and the ERP system.

    • Customers are created and updated when syncing between systems, with the most recent change taking precedence in conflict scenarios.

    • For more information about the Square Customer Directory, see Manage Your Customer Directory Online.

To determine whether Square Bridge is right for your business, see Get Started with Square Bridge.

If you need more assistance, contact Developer Support or ask for help in the Developer Forums.