Customer sync pairing

Square to Kounta customer sync

Sync customer names and contact details between Square and Kounta. Review the setup and Kounta creation and delete limits before enabling writes.

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What syncs

Keep shared customer details up to date.

Sync direction depends on your account settings. Choose which account supplies customer details and which accounts can receive changes.

Initial customer import from each connected account.
Customer creation and updates after you enable writes and go live.
Shared first and last names, email addresses and phone numbers.
Customer matching with uncertain identities left for review. Phone matching uses a country only when it is clear.
Sync status, issues needing attention and customer change history.
Pause controls when you need to stop sync.

Setup and controls

Review before you enable writes.

Connect your accounts

Authorize each POS account. Every new connection starts import-only, with deletes ignored.

Review the import

Check imported customers, matching and issues. Review uncertain identities before sending changes.

Choose account settings

Choose which account supplies shared details, enable writes only where needed and select delete handling for each account.

Confirm and monitor

Review settings and connection costs before Go-live. Then follow sync status and customer history, or pause sync when needed.

Pairing limits

Know what your accounts can receive.

Kounta creates and updates

Kounta can receive customer creates and updates when writes are enabled. New Kounta customers require a first name and at least one email address, phone number or mobile number.

Kounta deletes need review

Kounta cannot receive customer deletes through its supported interface. If you request delete propagation to Kounta, POS-Sync leaves the remote record in place and flags the affected customer for review.

For Square, you choose whether customer deletes propagate in that account's settings.

Shared fields, with provider limits

Shared names, email addresses and phone numbers follow the receiving provider's requirements. Additional customer fields depend on each provider's read and write support. Supported provider-specific fields can be copied and overwrite destination values, including between accounts using the same provider. Review imported details and account settings before enabling writes.

Customer sync scope

Catalog, inventory, orders and payments are outside this customer sync workflow. Customer groups and loyalty data are not promised across this pairing.