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. You will be redirected to Square's authorization page.
4. Log in to your Square account (if not already logged in).
5. Review the permissions Tapboard is requesting and click Allow.
6. 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 and IBU values are extracted from Square custom attributes if available.

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.

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.

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 are read-only in Tapboard. To change a menu item that came from Square, update it in Square and then sync.
• 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. When connected, changes should be made in Square, not in Tapboard, for any synced items.

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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
Pro+	Available	Available

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