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Connecting Square Online to Vortex IQ gives the AI OS a live read on your Square Online data, feeding the Nerve Centre dashboard, Vortex Mind diagnostics, and Ask Viq.

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What data Vortex IQ reads from Square Online

  • CatalogItem
  • Order
  • Customer
  • Location

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How to connect

1

Open Connected Sources

In your Vortex IQ workspace, go to Settings → Connected Sources. You need Admin role in the workspace to connect sources.
2

Find the Square Online card

Locate the Square Online connector card and click + Connect.
3

Authorise with Square Online

You are redirected to Square Online’s own authorisation page (https://connect.squareup.com/oauth2/authorize). Sign in and approve the requested permissions. Vortex IQ requests these scopes: MERCHANT_PROFILE_READ, ITEMS_READ, ORDERS_READ, CUSTOMERS_READ, INVENTORY_READ.
4

Return to Vortex IQ

Square Online redirects you back to Vortex IQ once authorisation completes. The connector card flips to Connected automatically; no credentials are copied by hand.
5

Wait for the first data pull

KPI cards begin populating once the first sync completes. Timing depends on the Square Online API response size and rate limits.

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Available KPI cards

Vortex IQ populates 41 Nerve Centre cards from your Square Online data. See the Square Online KPI card reference for the full list with definitions, calculations, and sentiment bands.

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Troubleshooting

Re-check each value against the Square Online developer console for typos or trailing whitespace. If a scope or permission is missing, Square Online will typically return a 401 or 403 on the verification call rather than a generic failure.
Allow time for the first sync to complete; large accounts can take longer. If cards are still empty after an hour, disconnect and reconnect to confirm the credentials were saved correctly.