This guide tells you anything you need to know about the integration between Square POS and Workfeed. The integration itself is super simple, but some questions naturally arise along the way. You can find answers to all your questions below!
How the integration works
Once you've enabled the integration between Square POS and Workfeed, your sales data will automatically be sent from Square POS to Workfeed. This allows you to see your sales and labor rate in real-time within Workfeed while also gaining access to deeper insights. Once you've gathered enough sales data, Workfeed will also provide you with revenue forecasts based on historical patterns taking aspects like weather into account. The combination of Square POS and Workfeed ultimately allows you to schedule more accurately.
Enabling the integration
Login to your Square POS account and search for "Workfeed" in Square's App Store.
Click on 'Get started'.
You will be redirected to Workfeed where you can login to your account, or if you are not a Workfeed user yet, create a new account.
Click on Yes, connect to enable the integration.
The integration is enabled, you will be redirected to Workfeed's schedule view where the POS data will appear below every day of the week (only on today and historical days with data) and in the dashboard tab. If you do not see the data appear in the schedule view, make sure to check if POS data is enabled in the schedule interface settings which can be found by clicking on the '👁️' icon.
Benefits of the integration
Once you integrate Workfeed with your POS system, Workfeed will automatically retrieve your sales data from your POS system in real-time and visualize it below the schedule. When you click on the Sales figure, you'll be able to take a deeper dive into your sales figures with insights like:
Your sales in real-time
Sales comparisons with similar days
The distribution of sales throughout the day (total per hour)
Average revenue per guest (also requires a booking integration)
Average revenue comparisons with similar days
Having this data at your disposal enables you to create work schedules that match the expected revenue on any given day. At the same time, you can keep an eye on your labor rate to make sure you stay within your labor budget.
FAQ.
What data does Workfeed retrieve from my Square POS account?
Workfeed retrieves every transaction from the connected Square POS account.
How frequently does Workfeed retrieve data from Square?
Your sales data is updated every minute in Workfeed, meaning the sales data you see in Workfeed is basically in real-time.
I do not see any sales data in my Workfeed account, why?
There could be a few reasons:
Firstly, double check if the integration is enabled correctly. You should be able to see whether this is the case if you go to settings > integrations > and see integrated in green next to the Square logo.
If the integration is enabled correctly, you should be able to see sales data on days where data is present in your Square POS account. Data will only be visible on historical days or on today if there's transactions present.
If you don't see any data but and the integration is enabled, you can check if you see transactions in the connected Square POS account. If that's the case, please reach out to our support team via the chat on our website.
I only see data in the dashboard view and not in the schedule view, why?
If you do not see the data appear in the schedule view, make sure to check if POS data is enabled in the schedule interface settings which can be found by clicking on the '👁️' icon.
How long does it take before I gain access to forecasts?
About 3 months.