Download products from Square

Products are the goods your business buys or manufactures and sells.

And, as your market changes and business grows, you’ll add new products to your inventory. If you create new products in Square, you can use your Square integration to download them to Cin7 Omni and keep your product catalogs in sync.

When you download products, Omni breaks your Square product catalog into three groups:

• Mapped products

• Unmapped, mappable products

• Unmapped, unmappable products

A mapped product already exists in Square and Omni. A mapping has already been created, too, between its Square and Omni versions. When you download products from Square, these products are ignored.

An unmapped, mappable product already exists in Square and Omni. But a mapping has not been created between its Square and Omni versions. When you download products from Square, mappings are created for these products. Find out more about mapping Square and Omni products.

And finally, an unmapped, unmappable product only exists in Square – these are your new products. When you download products from Square, a matching Omni product is created for each new product. A mapping between the Square and Omni versions is created too, so their sales, stock levels, and other details will sync.

If you create new products in Omni, upload products to Square instead. Note that, in Square, products are known as items.

Download products

Before downloading products from Square:

• Create your new products in Square. Square calls products items.

• In your Square integration settings, turn on Products and configure your Price Fields.

• Review how Square products with and without variations are downloaded (see below).

• Keep in mind that what Square calls variations Omni calls options, and while Square products may have no variations, Omni products always have at least one default option.

Now download your products from Square:

1. Log in to Cin7 Omni.

2. From the Integrations menu in the navigation, open your Square integration.

3. On the Product Status tile, select Download Products.

4. Open the Download Products tab.

5. Select Import All Products.

6. You’ll be shown the total number of Square products that are either:

   • Unmapped and mappable, for which Omni will create mappings, or

   • Unmapped and unmappable, for which Omni will create matching products and mappings.

7. Select Next, which takes you to the Products Not Matched tab, where you’ll be shown a summary (note that, at this stage, mappings have been created for any unmapped, mappable products):

   1. New Products is the number of new (that is, unmapped, unmappable) Square products, for which Omni will create matching products and mappings.

   2. New Product Options is the number of variations across the new (that is, unmapped, unmappable) Square products, for which Omni will create matching product options and mappings.

   3. Existing Price Options Linked is the number of new (that is, unmapped, mappable) Square products, for which Omni has created mappings (find out more about mapping products).

8. Review the summary and sample. Then select Next. You’ll be taken to the Custom Mappings tab. You don't want to create custom mappings, so select Next. You'll be taken to the Products to Import tab.

9. Optionally, if you want to download only a subset of new Square products, select Download Products to Import. A spreadsheet will download. Remove from the spreadsheet the rows of products you don’t want to download. Then, in Omni, select Choose File and upload the edited spreadsheet.

10. Select Next. You’ll be taken to the Create New Products Tab.

11. Select Import New Products.

You’ve finished downloading your new Square products. Now, how each product was downloaded depends on whether it had variations. Here’s how Square products with and without variations are downloaded:

Products without variations

Omni products always have at least one default option.

When you download a Square product without variations, Omni creates a product with only the default option. The Square product’s details are downloaded to the Omni product as follows:

Products with variations

When you download a Square product with variations, Omni creates a new product with an option for each variation.

In order to create the product options, Omni uses the Options data of the Square product: it uses each Option set name (display) as an Option Label and each corresponding Option as Option Values of the respective Option Label.

Then the details of the Square product and its variations are downloaded to the Omni product and its options as follows:

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