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November Product Update: Level Up Your Square Integration!

Two Game-Changing Square Integration Updates That Will Transform Your Event Management

Running events means juggling countless moving parts—from attendee data to financial reconciliation. Today, we’re excited to announce two powerful Square integration enhancements that streamline these critical workflows: Square Customer Groups and Enhanced Square Payout Reconciliation Reports. These features work together to give you unprecedented control over your customer data and financial reporting.

Square Customer Groups: Turn Event Data Into Marketing Gold

Remember that successful gala you hosted last spring? Or the workshop series that sold out in minutes? Those attendee lists aren’t just names—they’re engaged customers ready to hear from you again. Our new Square Customer Groups integration automatically syncs your event attendees to Square, transforming one-time ticket buyers into lasting customer relationships.


How It Works

When enabled, our platform seamlessly creates or updates customer profiles in Square for every ticket purchase. But here’s where it gets powerful: we automatically organize these customers into smart groups based on your events and attendee types.


Automatic grouping includes:

  • Event-specific groups (e.g., “2024 Annual Gala Attendees”)
  • Attendee type segments (e.g., “VIP Ticket Holders”, “Early Bird Purchasers”)
  • Custom combinations that match your marketing strategy

Once configured, synchronization happens automatically in the background. Customer creation respects email preferences and consent settings, while intelligent matching prevents duplicates and preserves your existing Square customer base.

Enhanced Square Reconciliation Reports: More Detail, Better Control

Your trusted R400 – Square Payout Reconciliation Report now shows attendee type breakdowns beneath each event amount row, revealing exactly how different ticket categories contribute to revenue. We’ve also replaced date parameters with an intuitive event dropdown menu, making it faster to select which events to include in your reconciliation.

Building on these improvements, we’re introducing the R401 – Square Payout Reconciliation by Event report for organizations needing even deeper insights. While the R400 excels at date-range reconciliation, the R401 focuses on individual event performance, breaking down each event’s deposits by attendee type in a dedicated format that streamlines your event closure process.


Both reports now provide the granular detail your stakeholders demand—from verifying individual event deposits to understanding your complete revenue mix. These comprehensive reports integrate seamlessly with your existing Square payout workflow, giving you precise financial records at a glance.


Pro tip: Bookkeepers and accountants will love the R401 sorted by date for streamlined reconciliation, while event organizers will love viewing it by event to track individual performance!

Better Together: The Power of Integration

While each feature stands strong independently, together they create a complete event management ecosystem:

  1. Sell tickets through your platform with Square processing
  2. Build your audience as customers automatically sync to Square
  3. Market strategically using segmented customer groups
  4. Track finances precisely with enhanced reconciliation reports
  5. Grow intelligently with data-driven insights from both features

Getting Started Is Simple

Square Customer Groups

Enhanced Reconciliation Reports

Ready to Transform Your Event Operations?

These aren’t just features—they’re force multipliers for your organization. Square Customer Groups turns every event into a marketing opportunity. Enhanced Reconciliation Reports transform financial complexity into clarity.

 

Stop losing valuable customer connections after events end, and stop struggling with inadequate financial reports. We are excited to partner with you and Square to start building lasting relationships and understanding your true financial picture.

 

Available now for all Square integration users. Just reauthorize your payment gateway in Brushfire to get started.