Square Integration: New Homebase Customers

If you’re a Square customer and would like to start using Homebase, you can now import your sales, and employees seamlessly from Square to Homebase.

Note: The integration is only available to Square Paid Register merchants as it requires access to Square’s Employee Management features.

 

Benefits:

  • Combine your Square Register data with Homebase’s employee scheduling and time-tracking features to save the time, money and paperwork you spend on payroll.
  • Your Square sales data will unlock the powerful labor cost management features and reports within Homebase, giving you greater insights into your business.
  • Your Square employees will now sync from Square and Homebase automatically – add employees in one place only!
  • Your timecards will also sync from Homebase to Square automatically when you use Square for payroll. 

 

Connect your Homebase account to Square

  1. Visit the Apps page of your Square dashboard and click Get Started next to Homebase, or visit the Homebase website and click Start Now.
    • From the Apps page, you can also manage the connection between your Square account and Homebase at any time.
  2. Read and accept the permissions to allow Homebase to access your Square data.
  3. Enter a password for your new Homebase account – your email will be pre-filled with your Square email address. Click continue.
  4. Select the Timezone and Start of Day for your new Homebase merchant account. Click get started.
  5. If successful, your Homebase account will be created and you will be redirected to your new Homebase web dashboard.
  6. Your Square sales and employees will have synced from Square and will then be visible in Homebase. 

Tips for Integrating Square with Homebase

  • If you are a multi-location merchant, you must use your Square Master account email and password to authenticate from Square.
  • To track your employees’ breaks and tips, you must use the Homebase time clock.
  • If you experience any trouble importing your Square data to Homebase, contact our Support team for help by emailing help@joinhomebase.com or by calling (415) 361-5685 between 7am-7pm Pacific Time, Monday to Friday.