Integrations

Tapboard integrates with Point-of-Sale (POS) systems to automatically sync your menu data. Instead of manually entering every menu item, connect your POS and let Tapboard pull in your catalog.

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Supported Integrations

POS Systems

POS System	Status
Square	Available
Clover	Planned

Design Tools

Tool	Status
Canva	Available (Pro plan and above)

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Square Integration

Prerequisites

• A Square merchant account.
• A Tapboard subscription plan that supports POS integration (Pro plan or higher).

Connecting Square

1. Navigate to Integrations in the sidebar.
2. Click Connect Square.
3. Before continuing, the connect modal lists three custom attribute definitions Tapboard will create in your Square catalog (ABV, IBU, Beer Style) so that beverage data flows reliably from Square into your menu boards. If you prefer to manage those values manually in Tapboard instead, check Skip creating Square custom attributes before clicking Continue. You can change this choice later only by disconnecting and reconnecting Square.
4. You will be redirected to Square's authorization page.
5. Log in to your Square account (if not already logged in).
6. Review the permissions Tapboard is requesting and click Allow. The permission screen includes Items: Write in addition to the read scopes. This is required so Tapboard can create (and only update its own) custom attribute definitions. It cannot edit your items, categories, or prices in Square.
7. You will be redirected back to Tapboard.

Once connected, you will see Square listed as an active integration with a "Connected" status.

Location Mapping

After connecting Square, you need to map your Square locations to your Tapboard locations:

1. In the Integrations page, you will see a prompt to map locations.
2. For each Square location, select the corresponding Tapboard location from the dropdown.
3. Click Save Mapping.

Location mapping tells Tapboard which Square catalog data belongs to which Tapboard location. This is required before syncing can begin.

How Syncing Works

Once connected and mapped, Tapboard syncs your Square catalog:

• Categories from Square are created as menu categories in Tapboard.
• Items are created as menu items, including names, descriptions, and prices.
• Variations (sizes/options) are imported with their individual prices.
• Beverage attributes: ABV, IBU, and Beer Style values are read from Tapboard-managed custom attribute definitions on each Square item. See below for details.

Beverage Attributes

On first connect, Tapboard creates three custom attribute definitions in your Square catalog:

• ABV (number)
• IBU (number)
• Beer Style (text)

These definitions are owned by Tapboard but their visibility is set so they appear in Square Dashboard for you to fill in. To populate them in Square: open any item in Square Dashboard, scroll to the Custom Attributes section, and enter the values. The next Tapboard sync pulls those values into the matching menu item fields.

If you checked Skip creating Square custom attributes at connect time, Tapboard does not create the definitions and only reads ABV, IBU, and Beer Style entered manually in Tapboard.

Pre-existing ABV or IBU custom attributes created by other apps (or by hand in Square Dashboard before this feature shipped) are not read. Square scopes custom attributes to the application that created them, so only the Tapboard-owned definitions feed the menu board. If you see duplicate fields in your Square Dashboard from a previous setup, you can safely delete the older ones.

First Sync Behavior

On the first sync after connecting:

• All existing local menu categories and items are deactivated.
• Your Square catalog becomes the source of truth for menu data.
• This prevents duplicate items from appearing on your menu boards.

Ongoing Syncs

• New items added in Square appear in Tapboard after the next sync.
• Updated items (price changes, description edits) are reflected in Tapboard.
• Items removed from Square are deactivated in Tapboard.
• If your Square catalog contains multiple categories with the same name, Tapboard automatically de-duplicates them during the sync so you do not end up with duplicate menu categories in your dashboard.

Manual Sync

To force an immediate sync:

1. Go to Integrations.
2. Click Force Sync next to the Square connection.

This is useful if you've just made changes in Square and want them reflected immediately rather than waiting for the automatic sync.

Sync History

Every sync attempt (whether triggered automatically on a schedule, by a Square webhook, or by clicking Force Sync) is recorded in a sync log on the integration card. Each entry shows:

Field	Description
Started At	When the sync run began
Status	Success, Failed, or In Progress
Trigger	What kicked off the sync (Schedule, Webhook, Manual)
Duration	How long the sync took, in milliseconds
Categories Synced	Number of Square categories processed
Items Synced	Number of menu items created or updated
Items Failed	Number of items that could not be synced (with error details)
Error Message	Reason for failure, if any

Use the sync log to confirm that the most recent sync succeeded, see how long the run took, and pinpoint when problems started if your menu suddenly looks wrong on screen.

Disconnecting Square

1. Go to Integrations.
2. Click Disconnect next to the Square connection.
3. Confirm the disconnection.

What happens when you disconnect:

• External catalog items linked to Square are removed.
• Your local menu items and categories remain (though POS-synced ones may be inactive).
• You can manually reactivate or recreate items as needed.
• You can reconnect Square at any time.

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Important Notes

• POS-synced items and categories can be customized in Tapboard. You can rename them, toggle their active status, toggle individual variations, and set ABV/IBU/Style where Square has no value — all stored as overrides that persist across syncs. See Menu Items and Menu Categories for the full list of what can and cannot be changed.
• Prices, descriptions, and the underlying POS values are read-only. To change those, update the item in Square and then sync.
• You cannot delete POS-synced items or categories in Tapboard. Remove them in Square and re-sync; Tapboard will deactivate them automatically.
• You can mix local and POS items. After syncing, you can create additional local categories and items alongside your POS data.
• Square is the source of truth. Tapboard overrides are layered on top — clicking Revert to POS values rolls a record back to whatever Square last said.

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Canva Integration

Canva integration lets you design professional ads and promotional content in Canva and import your finished designs directly into Tapboard's Media Library.

Requirements

• A Canva account (free or paid).
• A Tapboard subscription on the Pro plan or higher.

Connecting Canva

1. Navigate to Integrations in the sidebar.
2. In the Design Tools section, click Connect Canva.
3. You will be redirected to Canva's authorization page.
4. Log in to your Canva account (if not already logged in).
5. Review the permissions and click Allow.
6. You will be redirected back to Tapboard.

Once connected, the Canva card on the Integrations page shows a green "Connected" status badge.

Importing Designs

After connecting Canva, you can import designs from the Media Library:

1. Navigate to Media in the sidebar.
2. Click Import from Canva (purple button in the header).
3. A modal opens showing your Canva designs. Browse or scroll through pages to find the design you want.
4. Click Import on any design.
5. Tapboard exports the design as a PNG image and adds it to your Media Library.
6. Use the imported image in advertisements, just like any other media file.

Where Canva Designs Appear

Imported Canva designs are stored in your Media Library as standard image files. You can use them anywhere media is supported:

• Advertisements as image-based ad content.
• Menu items as item images (if your plan supports item images).

Disconnecting Canva

1. Go to Integrations.
2. Click Disconnect next to the Canva connection.

Disconnecting removes your Canva credentials from Tapboard. Designs you have already imported into the Media Library are not affected. You can reconnect Canva at any time.

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Plan Requirements

Plan	POS Integration	Canva Integration
Sampler (Free)	Not available	Not available
Starter	Not available	Not available
Pro	Available	Available
Platinum	Available	Available

To use integrations, upgrade to the Pro plan or higher. See Billing & Subscriptions.