Importing a Menu from an Existing POS

Overview

Switching to a new point-of-sale (POS) system doesn't mean starting from scratch.

Eligible new Otter POS customers can connect an existing POS during onboarding and import their menu into Otter. This helps reduce manual setup, save time, and make the transition smoother.

Supported POS providers

The feature currently supports:

• Square
• Clover

Importing Menus Without Switching POS
For restaurants that want to continue using a third-party POS while managing menus through the Otter Dashboard, see Importing a Third-party POS Menu

Connect an Existing POS

To get started, open the Otter Dashboard and locate the POS importing widget during onboarding.

Select the existing POS provider to begin the connection process.

This page is only available to eligible customers. If the POS importing widget is unavailable, skip the connection process and continue with the remaining onboarding steps.

Choose the corresponding guide below for step-by-step instructions:

• Step	Process	Image
  1	Select Square from the POS importing widget.
  2	Click Authorize to begin connecting the Square account.
  3	A Square-hosted login window will appear. Enter the username and password associated with the Square account to connect.
  4	Click Allow to grant Otter access to the Square account.
  5	Review the imported Square locations and check the stores matched with the existing Otter locations. Deselect any locations that should not be connected, then click Connect locations.
  6	Wait while the system creates the Square integration and pairs the store-level accounts.
  7	Once the connection is successful, a confirmation screen will appear showing that the Square locations have been added.
  8	Continue with the remaining onboarding steps.

• Step	Process	Image
  1	Select Clover from the POS importing widget.
  2	Select the Otter store to connect. Available Otter stores will appear in the list. Each store must be connected individually.
  3	Follow the authorization (OAuth) flow to connect the Clover account. If the account was previously authorized, this step may be skipped.
  4	Select the matching Clover location (called a Merchant in Clover) for the Otter store selected in Step 2.  If the Clover account has only one Merchant, this selection screen will be skipped automatically.
  5	Install the free Otter Order Manager app when prompted. This is required to access the Clover configuration.
  6	Connect additional Otter locations or skip to continue with onboarding.
  7	Continue with the remaining onboarding steps.

Frequently Asked Questions

• No. This connection is only used to import existing menu and configuration data during onboarding. It does not activate order management or enable incoming POS orders through the connected provider.

Updated November 04, 2026 21:17