T.M.A.S. - Square P.O.S. Integration

Learn how to quickly and easily integrate your Square Point of Sale system with the T.M.A.S. platform for a streamlined experience.

Table of Contents

    T.M.A.S. allows for the integration of each of your location's Square POS accounts so that it can import the following data for the purpose of populating the dashboard as well as various reports.

    • Sales Data
    • Transactional Data
    • Items Sold

    LEARN MORE about SMS Data Privacy Policy

    Requirements

    • Active T.M.A.S. Retail Subscription or higher
    • Square account which will be able to authorize T.M.A.S. integration

    How to setup the Integration

    Verify and or Disable Manual Retail Dashboard editing

    It is advisable to disable the manual editing feature if you have automated import or POS sync configured to avoid data conflicts. Verify your permissions, access user settings, and disable the manual editing option for users who no longer need access.

     
    1. Obtain the Square location ID
    2. Setup the integration in T.M.A.S.
    3. Authorize T.M.A.S. to obtain data from Square

    1. Obtaining the Square location ID
    1. Login to you Square account (https://squareup.com/ca/en)
    2. Navigate to Settings then Account & Settings
    3. Expand Business information
    4. Select location
    5. Click on your location's name
    6. Take note each of your locations last 8 characters from found in the pages URL (ex: EGXSR3WP) once the location is viewed in Square.

    2. Setting up the Integration

    Finding the integration

    1. Login to T.M.A.S. (https://www.smssoftware.net/tmas/index.jsp)

    2. Expand Administration

    3. Select POS Integration

    4. Select Square
    Complete General Information

    5. Input Label 

    (Optional use your business / chain name)

    6. Select Login

    7. Input Username and password for authentication

    8. Click Next

     
    Match Location ID between Square and T.M.A.S.

    9. Click Edit next to the location

    10. Update the ID to match Square 8 characters noted earlier - (Obtained during the 1st step of this article. ex: VR3ARXMS)

    11. Check the box to make the change

    12. (Optional) Edit other locations as needed

    13. Click Next

    14. Verify location ID and Select Yes to following message.

     

    Warning

    You might encounter an issue loading the "Location ID Validation" during setup.


    Workaround:

    1. Click "Next," accept the pop-up, and proceed with the integration.
    2. Afterward, go to "Manage Locations" in "Administration" (in T.M.A.S.) with your main Chain selected under "Location Options" on the top left. 
    3. Then, select the location(s) and adjust the Location ID, according to the requirements specified within this guide.
     

     
    Setting an Import Schedule

    15. Select Hourly

    16. Set time to 00:02

    17. Click Finish

    Success

    The setup is complete, and you should see data populating in the dashboard and reports at the top of the next hour according to your scheduling settings. To verify the data, generate a Totaling or Data Export report.

     

    How to Disable / Enable or Remove the Integration

    Disable Single or Multiple locations - Change Location Status
    1. Select Location
    2. Expand Administration
    3. Select Manage Location
    4. Change status via dropdown to other than functional
    5. Click Save

    Disable - All Locations
    1. Select Location
    2. Expand Administration
    3. Select Manage Locations
    4. Select Import / Export Data / POS Integration
    5. Click Edit next to Square job
    6. Uncheck Active (Or Check to activate.)
    7. Click save

    Removing the Integration
    1. Login to T.M.A.S. (https://www.smssoftware.net/tmas/index.jsp)
    2. Expand Administration
    3. Select Manage Location
    4. Select Import / Export Data / POS Integration
    5. Check the Import job to remove which has format showing Square
    6. Select Delete or the Trash Can Icon
    7. Select Yes to the following message

    F.A.Q.

    Q: How often does the Square Data refresh in T.M.A.S.?
    A: Data refresh is determined by the schedule set for the integration, Example: If you set Hourly to start at 00:02 as indicated in the steps above the data will refresh at 2 mins past each hour. For more info verify the setting an import schedule in the above steps of this article.
    Q: Where does T.M.A.S. get the staff hour data from in Square?
    A: Staffing hours is pulled via the SQUARE API which leverages the Timecard Management function.
    Q: All locations are no longer syncing with T.M.A.S. .
    A: The integration relies on the original user who set it up. If the user doesn’t exist anymore, the integration authorization will have been removed, therefore you will need to go through the integration process again.
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