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Getting Started

Set Up Onbranded in Minutes

A simple guide to connecting your Square account and unlocking business insights

Step 1

Create your account

Getting started with Onbranded takes less than a minute.

  1. Visit app.onbranded.com and click Sign Up
  2. Enter your name, email address, and create a password
  3. Verify your email to activate your account
  4. Log in to access your dashboard
Tip: Use the same email address associated with your Square account for the smoothest setup experience.
Step 2

Connect your Square account

Onbranded uses Square's official OAuth flow to securely connect to your account. We never see or store your Square password.

  1. From your Onbranded dashboard, go to Settings → Integrations
  2. Click Connect Square
  3. You will be redirected to Square's website to authorize the connection
  4. Review the permissions and click Allow
  5. You will be redirected back to Onbranded, and your data will begin syncing
Note: You must be the Square account owner or have the appropriate permissions to authorize third-party applications.
Step 3

What data syncs from Square

Once connected, Onbranded automatically syncs the following data from your Square account:

💳

Orders & Payments

Transaction history, order details, payment methods, refunds, and revenue data

👥

Customers

Customer profiles, visit frequency, purchase history, and contact information

📦

Catalog & Inventory

Product catalog, item variations, current stock levels, and category organization

⭐

Loyalty Program

Loyalty enrollments, points balances, reward redemptions, and program performance

👥

Team Members

Staff profiles, roles, and labor data to help you understand staffing patterns

Privacy first: Onbranded uses read-only access. We never modify your Square data. All data is encrypted in transit and at rest. See our Privacy Policy for details.
Step 4

Explore your dashboard

Once your data syncs (usually within a few minutes), you can start using Onbranded's key features:

Dashboard Analytics

See your sales trends, revenue breakdowns, top-selling items, and busiest hours at a glance. Compare performance across days, weeks, or months.

Inventory Management

Track stock levels in real time, get low-stock alerts, and see which products are moving fastest so you can reorder before you run out.

Customer Insights

Understand who your best customers are, how often they visit, and what they buy. Use these insights to build loyalty and drive repeat business.

AI-Powered Recommendations

Get smart suggestions based on your data, like which items to promote, when to schedule staff, and how to improve your operations.

Optional

Disconnecting Square

You can disconnect your Square account at any time. Here is how:

  1. In Onbranded, go to Settings → Integrations
  2. Click Disconnect next to your Square connection
  3. Confirm that you want to disconnect

You can also revoke access directly from your Square Dashboard under Apps → My Applications.

What happens to your data: After disconnecting, your synced data is retained for 30 days in case you want to reconnect. After 30 days, it is permanently deleted. You can request immediate deletion by contacting support@onbranded.com.

Need help?

Our support team is here for you. Reach out any time and we will get back to you within one business day.

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