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

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

The Square Bridge integration platform allows you to sync a catalog, customers, inventory, orders, and bank transfers between your Square account and your enterprise resource planning (ERP) system.

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

Overview Permalink Get a link to this section

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

The Square Bridge home page shows you a complete view of your ERP 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

Did you know?

You can learn more about Square Bridge and see it in action by watching this Square Bridge demo.

Square Bridge integrations Permalink Get a link to this section

When you use the Square Bridge integration platform to create an integration between your Square account and your ERP system, you must 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 an ERP system.

  • Testing and accepting the integration results.

An integration with Square Bridge syncs data between two or more separate software systems. Synchronizing data is the process of copying data between systems so that the same information is present and in agreement across two or more software systems. In this case, Square Bridge is the integration platform and Square and your ERP system are the external software systems. To successfully sync data, you must 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.

Integration steps Permalink Get a link to this section

  1. Set up sandbox environment with these accounts:

  • Square account

  • ERP account

  • Square Bridge account

  1. Acceptance testing

  2. Set up production environment with these accounts:

  • Square account

  • ERP account

  • Square Bridge account

  1. Smoke testing

  2. Go-live

  3. Monitor for errors using Square Bridge (ongoing)

Oracle NetSuite integration features Permalink Get a link to this section

Bank transfers Permalink Get a link to this section

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

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

    • Square settlement types are mapped to NetSuite accounts using G/L codes configured in the Square Bridge Location Settings.

Customers Permalink Get a link to this section

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.

Items and inventory Permalink Get a link to this section

The items and inventory 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.

  • Syncs adjustments to inventory (such as returns, losses, or transfers) bidirectionally between Square and NetSuite.

    • Square Bridge uses timestamps and the sync history to determine accurate counts.

  • Syncs inventory levels from NetSuite, thereby overriding Square item inventory levels for each item synced from NetSuite.

  • 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.

Orders Permalink Get a link to this section

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.

Microsoft Business Central integration features Permalink Get a link to this section

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

Items and inventory Permalink Get a link to this section

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.

Orders Permalink Get a link to this section

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.

Customers Permalink Get a link to this section

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.

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Next steps Permalink Get a link to this section

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

Related topics Permalink Get a link to this section

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