Square

Connect Your Square Inventory To connect your Square account to Locally, follow these structured steps. This process uses a secure OAuth "handshake," ensuring Locally can sync your inventory without ever seeing your Square password.

Step-by-Step Connection Instructions

1. Access the Locally Dashboard

• Log into your Locally account.
• Navigate to the left-hand menu and select Inventory > Inventory Feed Setup.

2. Select your POS System

• Once on the Setup screen, locate the dropdown list of supported POS providers.
• Select Square from the list.
• Click the Connect button.

3. Authenticate with Square

• You will be redirected to the Square login page if not logged in already.
• Once logged in, an authorization screen will appear stating: "Locally wants access to your Square Account"
• Press the Allow button to complete the connection.
• You'll be redirected by the Locally interface.

4. Mapping Your Locations

• After redirection, the final step is linking your physical stores.
• Automatic Mapping: If you have exactly one location in Locally and one in Square, the system will pair them automatically.
• Manual Mapping: For multi-store retailers, use the dropdown menus to match each Locally Location to its corresponding Square location.
• Missing Stores? If a store is missing on the Locally side, navigate to Store Info > Locations to add it before completing the map.

5. Once complete, click Map Locations. Your initial inventory upload will begin in a few hours.