Square Data for Marty: Access Status and Export Checklist
If your restaurant group runs Square, useful sales and operating records may already be available in the account. Confirm which records can support the operating questions you need answered and how authorized access will work.
A native Marty–Square connector is not yet confirmed. Prepare authorized reports first; confirm the method Marty can actually use before agreeing scope.
Start with Square's own reporting
Square's support documentation lists sales, payment-method, timecard and close-of-day reporting. It also describes options to print, export or email reports, with limitations that vary by report. Square is not simply a place where data waits until payroll. Square reports, export and email options.
Inspect the actual reports available to your account and permissions. Do not assume a field exists in an export because it appears in a screen.
Match the records to the investigation
For sales, establish location, time zone, business period, gross and net amounts, refunds and tender definitions. For transaction corrections, confirm which reasons, approvals and references are retained. For cash, determine how drawer counts and deposits can be traced alongside sales.
If labor is part of the question, identify its source separately. Sales data by itself does not establish the cost of the hours worked.
Confirm access rather than promising it
Before the Review starts, agree on:
- Which locations and periods are included.
- The reports or records needed and their completeness.
- The supported access method and permissions.
- The available historical detail and refresh cadence.
- What will happen if records are missing or cannot be matched.
Use the agreed read-only access approach. Do not share passwords in email or assume public API documentation proves that a particular connection has been implemented.
Reconcile before drawing conclusions
A hypothetical example: a deposit record appears later than the associated sales day. Match the reference and posting timeline before calling it a cash shortage. If the link cannot be established, retain it as unresolved and identify who will supply the missing evidence.
Likewise, a change in average check can have several explanations. Inspect volume, discounts, order mix and data completeness before attributing it to training or misconduct.
Native connector status and export preparation
A native Marty–Square connector is not yet confirmed. This guide covers records you can prepare from Square, not a promise that automatic synchronization is available. Agree on the permitted transfer/access method with Marty before providing business records.
For an account owner or team member with sales-report permission:
- In Square Dashboard, open Reports and choose the needed report.
- Set the location, dates and other relevant filters; retain those settings with the file.
- Use the export control, choose the appropriate columns, then start the CSV export.
- Check the file contains the expected period and detail; retain the original before transforming it.
Square’s instructions state that cash drawer reports cannot currently be printed or exported; custom reports can be exported but not printed, while Transaction status reports can be printed but not exported. Plan a permitted alternative for missing evidence instead of assuming every screen becomes a CSV. Square export instructions.
The export is a preparation step. It does not establish a supported Marty import, live connection or complete cash reconciliation. Use authorized permissions; do not share passwords.
The source-backed review findings illustrate why transaction context and missing records matter. For the next operating decision, use the location-level profit review approach to connect the issue to an owner and a later check.
Build the routine on confirmed Square access
Marty is a managed profit-control layer: Find → Assign → Follow up → Verify. The paid Cash Recovery Plan establishes what to watch first, with evidence, owners, actions and a 30-day plan. Delivery is seven business days after required access is complete; read-only access and the flat fee are confirmed first.
Optional Managed Profit Control continues the agreed checks, manager alerts, follow-up, escalation and verification. Start the Cash Recovery Plan.