Otter + Square Integration Guide

Overview

Square + Otter integration takes all orders made through online and delivery platforms, and sends them to your Square POS (via Otter) for more efficient operation.

Integrating Square with your Otter account, you're able to:

Manage and publish your menu(s) for multiple channels in one place
See a single view of your order queue from all platforms
Easily manage orders from different platforms
Eliminate manual entry of order data outside of your POS

Process Overview

In order to connect Square to Otter, you need to:

Add Otter as a user for your Square account
Select Square for Restaurants on your Square account
Create your menu in Square
Set up Auto-sync
Enable Order Management

If using other POS integrations ...
Reach out to the other POS integration provider to remove integrations from all delivery partners. Keep in mind, they can't just be disconnected— they need to be removed or the delivery partners will not allow Otter to connect.

1. Adding Otter User in Square

The first step to integrating your Otter account with Square is to add an Otter user inside your Square account.

Follow the steps below to learn how.

How to add an Otter user in Square

Steps	Process	Additional Information
1	Go to Square Dashboard and click on Staff.
2	Click on Team.
3	Then click on (+) Team member.
4	Edit "Profile" Settings: Preferred Name: Otter Last Name: Team Email: otter-square@tryotter.com
5	Assigning permissions: Select Team Permissions as the Permission set Click on Locations and select each location which Otter will integrate with Create a Passcode (For simplicity, it should be 1234)
6	Assigning permissions: Click on Edit Team Permissions and toggle on Full Access then hit Continue.
7	Editing "Jobs" Settings: Enter Integrations as Primary Job Enter Hourly as Pay Type Type 0 as the Hourly Rate Click on Edit Job
8	Edit Job: Add Integrations as Job Title Uncheck 'Tip Eligible' Hit Save
9	Once saved, the added Team Member will show as "Active"

If you have any issues with the Otter User in Square, reach out to Square Support to get help.

2. Square for Restaurants

Square has multiple account set-up options. To integrate with Otter, you'll need to be sure your Square account is set-up as Square for Restaurants.

Steps to add Square for Restaurants:

Step	Process	Image
1	From the Square dashboard, click Add more.
2	Click Square for Restaurants.
3	Scroll to the bottom of the page and choose the plan that suits your needs. Free Plan is Compatible The free plan option is compatible to integrate with Otter.
4	Follow steps/prompts to set-up this Square feature.	Use this Square guide as reference.
5	Once set-up is complete, when navigating to Items & Services, the Menu tab should appear.

3. Create Menu

In Square you'll need to a create a menu that will be imported into Otter.

Keep the following in mind while preparing your menu in Square to import into Otter.

Menu Item Categories:
Make sure all menu items are assigned to a menu category. If not, when importing your menu into Otter, Otter will automatically make a new category called Home Screen to place those unassigned items in.
Menu Hours:
If menu hours are not assigned in Square, all locations will be assigned the stores opening hours. You can either update this in Square before importing into Otter or edit within Otter after import.
Modifier Groups: Modifier groups do not change independently when assigned to different menu items.

Example: If you have a modifier group "Toppings" attached to menu item Burger & menu item Sandwich, the options within the modifier group will be the same for both. If you have them selected as different options within Square, when imported to Otter, Otter will create 2 modifier groups: Toppings, and Toppings- Sandwich.

Steps to create a menu in Square:

Step	Process	Image
1	In the Square portal, go to Items & Services > Menus. Click [Create a Menu].
2	Select Use your existing categories.
3	Name the menu.
4	Select the categories you want to include in your menu.
5	Configure the menu to your preferences. Click [Save].
6	From the Otter Dashboard, import your Square menu into Otter using this guide.

4. Auto-sync & Settings in Otter

Automatic Sync

Automated Menu Sync ensures your menus are always up to date across all available ordering channels without any manual effort.

When changes are made to your menu from your POS or Otter Dashboard, any updates are automatically synced and published to be reflected on every connected platform.

Learn more about Auto-sync here.

POS Settings in Otter Dashboard

When you make changes to your POS settings, the changes will need to be reflected in Otter as well to avoid order injection issues. The changes made in your POS can be updated in Otter within the POS Settings of the Otter Dashboard.

Available POS settings in the Otter Dashboard:

View all POS integration parameters set for each store
Update all POS channel settings for each store
Turn off/on POS injection per channel

Learn more about POS integration settings here. If you need further assistance, contact the Otter team for help.

5. Set-up Order Management

For these next steps, please, contact your Onboarding Specialist or the Otter Support team to enable the Order Injection.

An order injection to your Square POS can only happen if the menu is synced— meaning that all menu items listed in Otter are the same menu items listed in the Square POS.

Example of orders showing in Square:

FAQs

Yes— If you want to exclude some items from the Menu that Otter will import, toggle ON the Hide from Otter custom Attribute to those items.
You can learn more about scheduled orders here.
Yes— the channel (like delivery partner name) will be included in the order details once injected into Square.
Tips collected for delivery partner platforms will be routed directly to the third party courier and will not surface in your Square POS.

Tips will be sent to Square POS if the restaurant is using its own couriers (restaurant delivery) or when it is a pick-up order.
Your menu will update and sync with the Menu Sync feature toggled ON. This feature is designed to ensure that your menu remains updated without requiring manual intervention. It synchronizes your menu every 6 hours, making sure that any changes made are reflected in Otter and connected delivery platforms.

Learn more about Auto-sync here.
You set different pricing per fulfillment or channel using advanced pricing. Learn more about advanced pricing here.
Sales tax is computed within Square based on the tax rules that have previously been set up in Square.

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Updated May 07, 2026 22:18