Booksellers – Importing into Square

The first step to exporting an order to import in to Square is to set Square as your Default POS system.

Then go to your Orders page, and click in to the Export Preview screen for the order you wish to export.

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To view your order in the Standard View, which shows your order in a catalog format, so with all the title covers, catalog copy, bibliographic information, etc. just click on the order name.  This can be a useful view when editing titles’ category codes, etc. Edit your order as needed. Details about doing so here.

While in that view, enter your Export Preview screen here:

In that Export Preview screen, click Download to export your order:

 

Your file should download automatically to your computer’s Downloaded file. The information here provided by Square will help with importing your orders on that end.