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Frequently Asked Questions about Epos Now + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Epos Now and Square
How can I integrate Epos Now with Square?
Our integration with Epos Now and Square is seamless through Zapier. By creating a Zap, you can set up triggers such as a new sale in Epos Now to automatically create an item in Square.
What kind of triggers are supported when integrating Epos Now with Square?
When integrating Epos Now with Square, we support triggers like 'New Sale', 'Product Updated', and 'Customer Created' in Epos Now which can lead to actions in your Square account like adding the sale data to a spreadsheet or updating inventory.
Are there any actions that occur in Square when integrating with Epos Now triggers?
Yes, specific triggers in Epos Now can result in actions within Square. For example, when a new product is added or updated in Epos Now, your inventory item can be automatically created or updated within Square.
Is it possible to update customer information across both platforms?
Definitely! Using our integration, any updates made to a customer's profile in Epos Now can trigger changes that sync information directly into your customer database on Square.
Can sales data from Square be synced back to Epos Now?
While our focus is primarily on pushing Epos Now data to Square, we offer solutions for creating corresponding actions based on sales events initiated in either platform.
How does the integration handle stock adjustments between the two platforms?
Stock adjustments made within Epos Now due to sales or manual corrections can trigger updates that align quantities accurately with your inventory management system on Square.
Are there limitations on what data can sync between Epos Now and Square?
Some limitations exist regarding specific custom fields and unsupported trigger-action combinations; however, most standard transaction types and customer data are fully compatible.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Booking
Triggers when a booking is created.
Try It - New Customer Rating
Triggers when a customer gives you a new rating.
Try It - New Product
Triggers when a product is created.
Try It - Title
- ForenameRequired
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
- New Customer
Triggers when a customer is created.
Try It - New Transaction
Triggers when a transaction is made.
Try It - Booking Item
- Start DateRequired
- Created Date and Time
- Duration
- Notes
- NameRequired
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web