Getting Started

Sign-up for Square

First, ensure that you have a valid Square account. To do this, click here, and follow the prompts to create your account.

Connecting your Deputy Account

To connect your Deputy account, log into your account at once.deputy.com. Click the Locations tab and click 'Edit Settings' on the location you would like to link.

Now click the 'Payroll' tab on the left, then click the highlighted button, as seen in the image below:

A pop-up will appear. Here, you will need to enter your login details for Square.

The following page contains permissions in which Deputy will need to access. Click 'Allow' on this page.

After you click 'Allow', you will see that the integration has connected. You should see the following:

Activating Your Services

Navigate to the Notifications & Integrations tab within the Location Settings and click Edit Services. 

Ensure that 'Square' is checked, as seen in the image below, and click "Save."

Services and Options for Square

When scrolling through the list of services, you will find the following options:

New User > Add Employee

When a new user is created, it will sync the employee data into Deputy.

New Order > Create Sale

When a sale is created, the sales data will sync into Deputy so you can manage your scheduling in line with your sales data/budget.

Timesheet > Sync Timesheet

When a timesheet is created in Square, it will also create a timesheet for export within Deputy.

You will be presented with 3 integration options:

New User > Add Employee

When selecting New User > Add Employee, you will be presented with this screen.

If you'd like to force the integration to run, click edit next to the New User integration, the below screen will appear and click "Run Now."

New Order > Create Sale

If New Order > Create Sales was selected, you'll be presented with this option.

These are the default selections:

If you need to set this only for a specific location, the locations set up in your account will also be available for selection in this menu.

Important Things to Note

For this function to work:

  • Ensure that the location that has enabled the Square connection matches the name of the location in Square exactly as seen in Deputy
  • If you have multiple locations in Square, you will need to connect each of these individually in Deputy
  • If set to “Allocate to Matched Area Name,” the Kiosk device's name must exactly match the Deputy Location name

Timesheet > Sync Timesheet

When selecting Timesheet > Sync Timesheet, you'll be presented with this screen.

These are the default selections:

If you need to set this only for a specific location, the locations set up in your account will also be available for selection in this menu.

Important Things to Note

For this function to work:

  • Ensure that the location that has enabled the Square connection matches the name of the location in Square exactly as seen in Deputy
  • If you have multiple locations in Square, you will need to connect each of these individually in Deputy
  • If set to “Allocate to Matched Area Name,” the device name in Square must match the Deputy Location name

Final Notes

Once setup, Square integrations look like this. Click "Edit" to make any adjustments or manually run these integrations in the future.

More on Integrations:
Full list of our Integrations.

Sales Upload and Integration with Dropbox.

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