Learn how to create units and modifiers in the Square Seller Dashboard.
Square Bridge

Create Units and Modifiers in the Square Dashboard Beta release
This is pre-release documentation for an API in public beta and is subject to change.

If you are configuring a new Square integration using Square Bridge, you need to prepare your Square account to accept synced data before you can run your first integration. Account preparation involves duplicating your external system (ERP) measurement units within the Square dashboard. If your ERP also defines a set of catalog item modifiers, you need to duplicate those in Square too.

Follow these steps to add a measurement unit:

  1. Sign in to the Square Dashboard using the Square account that is to integrate with your external system.

  2. In the left pane, choose Items & orders and then choose Items (this page can also be found at Items Library).

    A graphic shows the Square Seller Dashboard with items & orders menu choice.

  3. On the Items page, choose Units (this page is also accessible in the Square Dashboard at Units).

    Square seller dashboard. items Library, select units

  4. On the Units page, choose Add a Unit.

  5. Select a preexisting unit type from Square and the appropriate precision. Note: If you cannot find a preexisting unit that is equivalent to your external system measurement unit, you need to create a custom unit.

    Square seller dashboard. Items library, units. New standard unit

  6. Optionally, create a custom unit by typing the name of your custom unit in the Unit field. The unit field is a combination select list/entry field. When you type in the field, it converts to an entry field and then saves your input as a new unit.

    A screencapture of the Square Dashboard with the new custom measurement unit dialog open

  7. Repeat as needed until the units of measure in your external system are reflected in Square.

Follow these steps if you plan to synchronize items that have modifiers:

  1. Log in to the Square Dashboard using the Square account that you are going to integrate with your external system.

  2. In the left pane, choose Items & orders and then choose Items (this page can also be found at Items Library). A graphic shows the Square Seller Dashboard with items & orders menu choice.

  3. On the Items page, choose Modifiers (this page is also accessible at Item Modifiers).

Square dashboard Items library with modifiers highlighted

  1. On the Modifiers page, choose Create Modifier Set.

Square  dashboard items, modifiers: Create a modifier set

  1. Enter the name of the modifier set, enter the name and price of its modifiers, and check any options as appropriate.

  2. Choose Save when done, and then repeat modifier set creation as needed to reflect your external system.

    Square-seller-dashboard-items-modifiers-create-modifier-items

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