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Importing from Square

How to create an organization from your Square account​

Start on your dashboard. There's a button to import from Square. screenshot The button will link to Square's OAuth authorization page to connect your account to ScheduleLord. After authorizing in Square, a loading page is shown while your data is imported. Once the import is complete, you are redirected to your new organization. We import the following data from your Square account:

  • Locations
    • Location details including phone, email, website, timezone, and hours are imported.
  • Jobs screenshot
  • Team Members
info

Users that have existing accounts in ScheduleLord are linked by email and keep their ScheduleLord name.

screenshot After import, the plan schedule page shows an estimated revenue column for each hour so managers can make informed staffing decisions.