Create Units and Modifiers in the Seller Dashboard

If you're 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 Seller Dashboard. If your ERP system also defines a set of catalog item modifiers, you need to duplicate those in Square as well.

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Add a measurement unit to Square

  1. Sign in to the Seller 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 accessed at Items Library).

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

  3. On the Items page, choose Units (this page can also be accessed 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. 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 screen capture 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.

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Create a modifier in Square

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

  1. Sign in to the Seller Dashboard using the Square account that you're going to integrate with your external system.

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

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

  3. On the Items page, choose Modifiers (this page can also be accessed at Item Modifiers).

    Square dashboard Items library with modifiers highlighted

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

    Square  dashboard items, modifiers: Create a modifier set

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

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

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