Connect Square

Where to connect

Square connects in Settings, on the Connections tab, on the Square card. Only the owner can open Settings. To see every connection and where each one stands, open Connections.

Square sync is part of plans that include it (and the free trial). If your plan doesn't, the card shows an upgrade note instead.

Connect

1. Open Settings, Connections and find the Square card.
2. Choose Connect Square and approve RoleCall on Square's page.
3. Square sends you back and the card says Square is connected.
4. If your Square account has more than one location, pick one from Choose a Square location… and choose Use this location. With one location, it's linked for you.

Linking a location copies its address and time zone and pulls your recent sales for the labor forecast.

Bring your team over

Choose Sync team from Square on the Square card. RoleCall matches people by their Square id, then email, then phone, fills in missing phones and emails, and adds anyone new who has an hourly wage in Square. It never changes anyone's pay: if a rate differs, it tells you so you can choose the right one.

Send timecards to Square for payroll

• Open Timesheets, the Review & sync view, and choose Sync All to Square for the week shown.
• One person's day: the Who's clocked in view has a Square Day Sync panel.
• RoleCall also sends the last few days of finished timecards to Square every night on its own.

A day that still has someone clocked in can't be sent until they clock out.

Sales history for the forecast

On the Schedule, the labor forecast panel shows Sync sales history until it has enough of your Square sales. Choose it once; after that the nightly job keeps it fresh.

Your Square menu

Owners and managers can change a price, mark an item sold out, or rename it from Menu + promos: make the change, choose Review change, then Yes, do it in Square. If it says your connection doesn't allow menu changes, connect Square again and approve the new permission.

Disconnect

The owner can choose Disconnect Square on the card. Team sync and sending timecards stop until you connect again.

Common messages

• Square is not connected for this business. Connect it on the Square card first.
• The connect link expired or is invalid. Start again from Settings.
• Pick your Square location in Connections first. Choose the location on the Square card.
• Square refused RoleCall's connection. Reconnect Square. Disconnect and connect again.
• Cannot sync a day that still has an open timecard. Clock the person out first.