How it works

Follow these 6 simple steps to start syncing your Shopify inventory levels with Square after each order

Square logo icon

Order Created

App connector: Square • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Square account for new orders and kicks off the entire inventory sync process whenever a customer makes a purchase.

This step automatically checks your Square account every hour for newly created orders. When it finds a new order, it captures all the order details including line items, quantities, and product information. The trigger requires no configuration from you - it connects to your Square account and begins monitoring immediately. All order data gets passed to the next step for processing.

Loop: Get line items

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: Since orders can contain multiple products, this step processes each line item individually to ensure every product's inventory gets updated correctly.

This step takes the order from Step 1 and creates a separate processing path for each line item in the order. For example, if someone buys 3 different products in one order, the loop creates 3 separate processes - one for each product. Each iteration passes the specific line item details (like catalog object ID and quantity) to the subsequent steps. No configuration is needed as it automatically loops through all line items from the trigger.

Retrieve Catalog Object

App connector: Square • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets the complete product details from Square, including the SKU needed to match the item with your Shopify product catalog.

For each line item from the loop, this step retrieves the full catalog object details from Square using the catalog object ID. It pulls essential product information like the SKU, product name, and variation details. The SKU is particularly important because it serves as the bridge between your Square and Shopify catalogs. This data automatically flows to the next step where the SKU gets used to find the matching Shopify product.

Retrieve Product Variant Details from SKU

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step finds the matching Shopify product using the SKU from Square, ensuring inventory updates happen on the correct product variant.

Using the SKU retrieved in Step 3, this step searches your Shopify catalog to find the corresponding product variant. It returns the Shopify product variant details including the inventory item ID, which is required for updating inventory levels. If no matching SKU is found in Shopify, the workflow will skip updating that particular item. The inventory item ID gets passed to the final inventory update step.

Retrieve Inventory Count

App connector: Square • Time to complete: 1 minute
Why this matters: This step gets the current inventory quantity from Square to ensure Shopify reflects the accurate stock level after the sale.

This step queries Square for the current inventory count of the specific catalog object ID from the loop. It retrieves the available quantity from your primary Square location and prepares this data for updating Shopify. The inventory count reflects the post-sale quantity, so when this number gets sent to Shopify, both systems will show the same available stock. This current quantity gets used in the final step to set Shopify's inventory level.

Shopify logo icon

Set Inventory Level

App connector: Shopify • Time to complete: 2 minutes
Why this matters: This final step updates your Shopify inventory to match Square's current stock levels, keeping both systems synchronized.

This step updates the Shopify inventory level using the current Square inventory count from Step 5. You need to specify which Shopify location should receive the inventory update by entering your store's location ID in the "location_id" field. To find this ID, go to Shopify Admin > Settings > Locations and copy the location ID for your primary inventory location. The step uses the inventory item ID from Step 4 and the available quantity from Step 5 to perform the update.

Make it your own

Customize this workflow even further:

Set inventory thresholds
Add conditions to only sync inventory when levels drop below a certain number, preventing unnecessary updates for high-stock items.
Update multiple Square locations
Extend the workflow to update inventory across multiple Square store locations by duplicating the update step for each location ID.
Send low stock alerts
Chain a notification step that emails you when inventory drops below a specified level after the sync completes.
Track sync history in spreadsheets
Add a step to log each inventory update with timestamps and quantities in a Google Sheets tracking document.

Frequently asked questions

What happens if a product exists in Shopify but not in Square?
The workflow will skip that product since the Square catalog search won't find a matching SKU. You'll need to ensure products are created in both systems or add error handling to notify you of missing products.
Can I sync inventory from multiple Shopify locations to different Square locations?
This template only handles one Square location per workflow. You'll need to duplicate the workflow and configure different location IDs for each Shopify-Square location pairing you want to sync.
Will this workflow update Square inventory even if the quantities are already the same?
The workflow includes an "ignore unchanged counts" setting that prevents unnecessary API calls when inventory levels already match, making it more efficient and reducing API usage.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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