> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Square Online on Vortex IQ > Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Square Online. Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Square Online. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [View setup guide](/integrations/square-online) | **44** | **8** | **1** | **Ready to build yours** | **6** | | ------------------- | ---------------- | -------------- | ------------------------ | -------------- | | performance signals | automated checks | prepared fixes | workflows | API operations | ## Monitor performance 44 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | -------------------------------------------------- | ----------------------- | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Channel Mix Shift (vs prior)** | Grow revenue | Merchant rule | Detects sudden channel-mix shifts (e.g. POS-revenue dropped 25pp into online , likely tied to staffing / store-closure / promotion). Distinctive to multi-channel Square. | | **Conversion Rate** | Protect revenue | Alert band 3 / 1 | Conversion Rate from Square Online, grouped under Revenue at Risk. Computes when a live Square Online integration is connected; reconciles ecommerce against Square Online | | **Customer Capture Source (POS vs Online)** | Grow revenue | Watch only | creation\_source breakdown , TERMINAL=POS vs ONLINE\_STORE vs INVOICES. Surfaces channel-of-first-touch for cross-channel attribution. | | **Fulfillment Rate** | Protect revenue | Alert band 95 / 90 | % of orders (30d) where every Fulfillment reached Square's COMPLETED state , distinct from the order-level completion/cancellation status above. | | **High-Value Square Customers Unengaged on Email** | Protect revenue | Merchant rule | High-Value Square Customers Unengaged on Email, broken down by row. | | **Items POS-Sellable but Not Online-Visible** | Grow revenue | Merchant rule | Items with ecom\_visibility in (HIDDEN, UNINDEXED, UNAVAILABLE) , surfaces underused online channel for unified-catalog Square merchants. | | **OAuth Token Refresh Failure** | Control risk and change | Merchant rule | Square access tokens are 30-day lived , refresh failures silently break ingest; must alert. | | **Oversell Risk (negative on-hand projected)** | Protect revenue | Merchant rule | Alerts for Oversell Risk (negative on-hand projected). | | **POS to Online Inventory Drift** | Run operations | Watch only | POS to Online Inventory Drift from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconciles ecommerce agains | | **POS to Online Inventory Drift Alert** | Run operations | Watch only | POS to Online Inventory Drift Alert from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconciles ecommerce | | **POS vs Online Inventory Parity** | Protect revenue | Merchant rule | POS vs Online Inventory Parity, broken down by row. | | **POS ↔ Online Inventory Drift** | Protect revenue | Merchant rule | Variations showing different on-hand quantity between POS view and Square Online view , root oversell risk for unified-commerce merchants. | | **POS ↔ Online Inventory Drift Alert** | Run operations | Merchant rule | Square-distinctive , unified-commerce inventory parity is the killer audit signal. | | **Refund Rate** | Protect revenue | Alert band 2 / 5 | Refund Rate from Square Online, grouped under Refunds & Cancellations. Computes when a live Square Online integration is connected; reconciles ecommerce against Square On | | **Revenue by Channel (POS / Online / Invoices)** | Grow revenue | Watch only | Source-name breakdown: SQUARE\_POS, SQUARE\_ONLINE, INVOICES, etc. Surfaces unified-commerce channel mix that's distinctive to Square's POS+online story. | | **Revenue by Location (in-store)** | Grow revenue | Watch only | Per-location revenue rollup , multi-location Square merchants need per-store visibility. | | **Square Inventory vs Marketplace Listings** | Protect revenue | Merchant rule | Square Inventory vs Marketplace Listings. | | **Square Orders to Email Attribution** | Grow revenue | Watch only | Square Orders to Email Attribution from Square Online, grouped under Order Issues. Computes when a live Square Online integration is connected; reconciles ecommerce again | | **Square Orders → Email Attribution** | Protect revenue | Merchant rule | Square Orders → Email Attribution, broken down by row. | | **Active Locations** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Average Order Value** | Run operations | Alert band 0 / -5 | Description pending editorial review; the signal is live. | | **Open Orders** | Run operations | Alert band 10 / 50 | Description pending editorial review; the signal is live. | | **Order Volume (all channels)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Out-of-Stock Items** | Protect revenue | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Repeat Customer Rate** | Grow revenue | Alert band 25 / 10 | Description pending editorial review; the signal is live. | | **Revenue at Risk (live)** | Protect revenue | Merchant rule | Description pending editorial review; the signal is live. | | **Total Revenue (30d, all channels)** | Grow revenue | Alert band 0 / -5 | Description pending editorial review; the signal is live. | | **Items Missing SKU** | Run operations | Merchant rule | SKU-less items break inventory + reporting + cross-channel parity. Hot-button for POS+online merchants. | | **Low-Stock Products** | Protect revenue | Watch only | Low-Stock Products from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconciles ecommerce against Square On | | **Online-Only SKUs** | Grow revenue | Watch only | Items with present\_at\_all\_locations=false AND ecom\_visibility=VISIBLE , online-only catalog complement. | | **Orders by Channel** | Run operations | Watch only | Orders by Channel. | | **Orders by Status** | Grow revenue | Watch only | Orders by Status from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce against Square Onli | | **Products Missing Description** | Catalogue quality | Alert band 5 / 20 | Catalog items whose description\_plaintext is empty , a shopper page with nothing to read beyond a photo and a price. | | **Products Missing SEO Title** | Grow revenue | Alert band 10 / 30 | Catalog items whose Square Online ecom\_seo\_data.page\_title is empty. No data if this store has no active Square Online site (POS-only). | | **Revenue Trend** | Grow revenue | Alert band 0 / -5 | Revenue Trend from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce against Square Online | | **Top Products by Revenue** | Grow revenue | Watch only | Top Products by Revenue from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce against Squa | | **% Revenue From POS-Only Items** | Grow revenue | Watch only | Description pending editorial review; the signal is live. | | **Canceled Orders (24h)** | Protect revenue | Merchant rule | Description pending editorial review; the signal is live. | | **Email-Opted-In Customers (Directory)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **New Customers (30d)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Order Completion Rate** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Total Catalog Items** | Catalogue quality | Watch only | Description pending editorial review; the signal is live. | | **Total Customers (Directory)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Total Item Variations** | Catalogue quality | Watch only | Description pending editorial review; the signal is live. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | ---------------------------------------------- | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | **Fulfillment rate below 90%** | critical | Protect revenue | When more than 1 order in 10 is failing to reach fulfilment, customers have paid for goods that are not shipping on time; refunds, chargebacks and support load follow quickly. | Candidate remediation | | **Cancellation rate above 10% over 30d** | high | Protect revenue | More than 1 in 10 orders is being cancelled. Unlike a return, a cancellation often means the customer changed their mind or hit a problem before the order even shipped, checkout friction, a | Report only | | **Refund rate above 5% over 30d** | high | Protect revenue | More than 1 in 20 orders is being refunded. Beyond the direct revenue loss, this rate also carries payment-cost consequences, processors and payment gateways watch refund and dispute rates, | Candidate remediation | | **Discount > 20% of revenue (margin erosion)** | medium | Grow revenue | Discounting above roughly 20 percent of revenue erodes margin quickly, often without lifting volume enough to pay for itself, and trains customers to wait for codes. | Report only | | **Products with zero or negative stock** | medium | Grow revenue | Every product at zero or negative stock is a page a customer can still find, still add to cart in some storefront setups, and still be disappointed by. Zero-stock listings that stay live als | Candidate remediation | | **Repeat-customer rate below 20%** | medium | Grow revenue | Fewer than 1 in 5 customers comes back for a second order. Acquiring a first-time customer is almost always the most expensive part of earning their business, so a repeat rate this low means | Candidate remediation | | **Products missing SEO title** | low | Grow revenue | Products without SEO titles compete in search under their bare product names; pages that could rank for buying keywords stay invisible. | Prepared fix | | **Products missing description** | low | Grow revenue | A product with no description gives a shopper nothing to evaluate beyond a photo and a price. It also gives search engines almost nothing to index, so these products are simultaneously conve | Candidate remediation | ## Automate approved work Vortex IQ is integrated with **3 read** and **3 write** operations across catalog lists, customers, inventory countbatchretrieves, locations, oauth2tokens, order searchs on Square Online. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=square-online) | Resource | Read operations | Write operations | | ----------------------------- | --------------- | ---------------- | | catalog lists | 1 | 0 | | customers | 1 | 0 | | inventory countbatchretrieves | 0 | 1 | | locations | 1 | 0 | | oauth2tokens | 0 | 1 | | order searchs | 0 | 1 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Square Online workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*