With Planday you can connect your Square merchant accounts and automatically import revenue data from different Square Locations into Planday Revenue units.

To enable this integration, two prerequisites must be completed in Planday:

You need to set up at least one revenue unit set up for each Department that you want to import revenue data for. Learn more in Set up revenue with cost centres and budgets.

To create a revenue unit in Planday:

Revenue can only be imported for business days in your schedule. To designate a day as a business day, ensure that at least one shift is scheduled for that day.​

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In Planday, go to Settings > Integrations > Overview > find the Square integration tile > click Set up. The integration manager opens. ​

Connect one or more Square merchants (i.e., Square accounts) in the first card in the integration editor.
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To connect a Square account, click the Connect merchant button, which will open a Square log-in screen in a new window.

After signing in, check the Merchants table, which shows your newly connected account. The green status icon 🟢 will inform you that the connection is set up correctly.
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In case of issues with the Square account connection, a dedicated status and an orange status light 🟠 will be displayed in the table.
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When at least one merchant is connected successfully, you can complete the integration setup by specifying other settings and mappings.
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​Start import at - Choose an hour. The integration imports revenue once daily at the hour specified in the Start import at field. The imports will take place within the specified hour, typically close to the start of the hour.
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​Get data from the past - Choose the number of days. This field allows you to specify how many days worth of data should be imported. The minimum number of days is 1, meaning the integration only imports data from the previous day.

Click Save to confirm all changes. If you want to discard the changes, simply close the window.

Click the Link location button in the Locations card to open the mapping window.
​At least one Revenue unit in Planday is required for this step.
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The linking page shows all Revenue units and allows you to select any Square Location to map. It is possible to map multiple Revenue units to one Square location and vice versa.
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Click Save to accept all changes. Alternatively, close the window or click the Back button to discard the changes.

The integration will fetch the data from Square on your selected import time.

When the integration is set up, revenue data integration occurs once a day. You can see imported revenue data in the Schedule of the Department for which you have setup a connected revenue unit.

Go to the three dots on the top right of the Schedule > View settings > activate the Revenue toggle. Revenue data will show below the day columns in the Schedule.

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