Connect Square to UpSheets
You can connect UpSheets directly to Square to import your data and upload it to Xero. This streamlines the process and removes the need to export and import CSV files.Enabling the Square integration
To enable this feature, you simply need to approve the connection in Square.1
Connect in UpSheets
Select Integrations from the menu in UpSheets and click the Square tab. Click Connect Square.
2
Approve in Square
You will be taken to Square (login if required). Click Allow.
3
Import data
You will be returned to UpSheets with the integration enabled. Use the Enabled switch and click Save to turn Square off as an import source while keeping the OAuth connection. Disconnect removes saved credentials and connection settings, and you must connect again. Previous imports and uploaded data remain. You can then import data from Square.