Connecting your platform

You need a Square account with access to the location you want to report on, and you must be signed in to Analytir. Connection is initiated from the product, in Settings under the Platforms tab.

Analytir redirects you to Square, where you sign in and approve access. Square asks for four read-only permissions:

• MERCHANT_PROFILE_READ: business name, location list, and location timezone
• PAYMENTS_READ: individual transactions, including status, tips, tax, and processing fees
• ORDERS_READ: line item detail on each sale
• PAYOUTS_READ: deposits to your bank and the entries that make up each one

These are read-only. Analytir cannot issue refunds, move money, change prices, or modify anything in your Square account. See What Analytir accesses for the full breakdown.

After you approve, Square sends you back to Analytir and the first sync starts automatically. Historical transactions and payouts are pulled in the background. Depending on how much history the account has, this can take several minutes. You can leave the page while it runs.

Analytir reads the timezone from your Square location and uses it to decide which calendar day each transaction belongs to. This matters because Square timestamps everything in UTC, and a sale rung up in the evening would otherwise land on the following day. If no timezone is set on the location, Analytir falls back to UTC. See how Square API reporting can inflate revenue for the detail.

You can disconnect a platform at any time from Settings under the Platforms tab. Disconnecting revokes Analytir's access token with Square and stops all future syncs.

When a connection fails, Analytir returns you to Settings with an error code in the URL. The codes and what they mean:

authorization_failed

You declined the permission request on Square's screen, or Square rejected the request. Try connecting again and approve access.

missing_parameters

Square's response was incomplete. Start the connection again from Settings.

session_expired

Your Analytir session ended while you were on Square's screen. Sign in again, then reconnect.

invalid_state

The connection request could not be verified. Start again from Settings rather than reusing an old link.

state_mismatch

The connection was started by a different account than the one currently signed in. Sign in as the correct account and reconnect.

token_exchange_failed

Square approved the request but did not issue credentials. This is usually temporary. Wait a moment and try again.

database_error

Analytir could not save the connection. Try again, and contact support if it persists.

unexpected_error

Something else failed. Contact support at support@analytir.com with the approximate time it happened.