Upload products to Square

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

And, as your business depends on a changing market, what products you sell depends on changing suppliers, customers, and business opportunities. Over time you’ll add new products to your Omni inventory and want them available for sale on your Square online store.

Your Square integration enables you to upload and map new products to Square, so you don’t have to manually sync your Square inventory with Omni. When you upload a product, its options are uploaded (as variations) and mapped too.

Before uploading any products, you must configure the products and your Square integration. If you create new products in Square, you can download products to Omni instead. Note that, in Square, products are known as items.

Configure upload products

1. Configure integration

Enable your Square integration to upload products:

1. Log in to Cin7 Omni.

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

3. Open Settings.

4. Turn on Products.

5. Under Products:

   • Select Upload Products.

   • Choose a Price Tier – the price of each product at this price tier becomes the Price of the product in Square.

6. Select Save Settings.

2. Configure products

Add the products to upload to the Square Channel:

1. From the navigation, open Products.

2. Open the product to upload to Square.

3. Under Classifications > Channels, select your Square integration.

4. Select Save and Close.

Also, if your product has options, confirm each option has a value for each relevant Option Label, and that each relevant Option Label has a name. Find out more about creating products with options.

Upload products

Once you’ve finished configuration (above), you can upload your products to Square:

1. Log in to Cin7 Omni.

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

3. Select Upload Products from the Product Status tile. You'll see a list of Omni products that aren't mapped to Square products.

   • Don't upload unmapped products if you know they already exist in Square. If you do, you’ll be duplicating the product in Square. Instead, create a mapping for that product.

   • To upload only a subset of unmapped products, use the search box to filter the list. Only products in the filtered list are uploaded.

4. Select Upload Products.

Here’s how each product’s details are mapped to the new Square product (any unlisted Square details will be set to defaults, and must be customized manually):

Product-level details

When you upload a product, its product-level details are uploaded to a new Square product as follows (see below for what details can be overridden by option-level details):

Option-level details

When you upload an Omni product with only the default option, a new Square product without variations is created. The default option’s details are uploaded to the Square product as follows:

And, when you upload a product with more than the default product option, a new Square product is created with a variation for each option. Each Square variation's Variation name is a combination of the Option Values of the corresponding Omni option.

The options’ details are uploaded to the matching Square variation as follows:

• Zendesk publishing.4.log-2014405138.zip30 KB
• Zendesk publishing.4.log-2014405138.zip30 KB
• Zendesk publishing.4.log-2014405138.zip30 KB