Square Sync

What is Square Sync

Square Sync is a new two way integration between Local Line and Square that helps farms, food hubs, and local food businesses manage in-person sales alongside their online operations.

With Square Sync, transactions processed through Square automatically sync back into Local Line as a paid order. Inventory updates in real time across both systems, helping you avoid manual reconciliation and duplicate inventory management.

Whether you're selling at farmers markets, operating a farm stand, running a retail store, or managing wholesale and preorder sales, Square Sync helps bring all your sales channels together into one connected system.

How Square Sync Works

Square Sync connects Local Line and Square in two directions:

Inventory Sync: Local Line → Square

Local Line acts as your source of truth for products, pricing, and inventory.

When you sync a Price List with Square:

• A new location is created in Square with the name of your Local Line price list
• Products from your price list are added to Square
• Product pricing, descriptions, packages, and inventory quantities sync automatically
• Any inventory or pricing updates made in Local Line will update in Square

Order Sync: Square → Local Line

When you make a sale through Square from your synced price list location:

• The transaction is automatically created as a paid order in Local Line
• Inventory is deducted automatically
• Orders are tagged with a Square attribute for reporting and tracking
• Your reporting and inventory stay accurate across all sales channels

Please note:

• Orders that were created in Local Line do not sync to Square
• Changes made to products in Square will not sync back into Local Line
• All product, pricing, and inventory updates should be managed through Local Line

How to Connect Square to Local Line

Step 1: Connect Your Square Account

1. Head to Settings → Payment Gateways
2. Under the Payments tab, click Connect Square
3. Approve the connection to your Square account

Once connected, Local Line will be authorized to sync products and orders with Square. If you already have a connection with your Square account, you will need to disconnect and then connect again in order to approve the new required permissions.

Step 2: Enable Square Sync on a Price List

1. Head to Price Lists
2. Click Settings for the Price List you want to sync with Square
3. Scroll to the bottom of the settings page
4. Locate the Square Integration option
5. Turn the integration on
6. Click Apply

Your Price List will begin syncing with your Square account automatically. If you have a large number of products and packages, the initial sync may take some time.

Viewing Synced Products in Square

Once your Price List finishes syncing:

• Open your Square account
• Navigate to the Item Library
• You will see your Local Line products available in Square
• Each Local Line price pist will appear as a separate Location

Before processing sales, make sure your Square POS device is set to the correct Location that matches your synced price list.

Processing In-Person Sales

After setup is complete:

1. Open your Square POS device, app, terminal, or checkout system
2. Select products synced from Local Line
3. Process the customer transaction through Square

Once the sale is completed:

• The order will automatically appear in Local Line
• The order will be marked as paid
• Inventory quantities will update automatically

Best Practices

To ensure your sync works properly:

• Manage all products, pricing, and inventory updates through Local Line
• Use separate price pists if you want separate Square Locations
• Verify your POS device is using the correct Square Location before selling
• Avoid editing synced products directly inside Square