> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Square Online on Vortex IQ > Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Square Online. Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Square Online. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [View setup guide](/integrations/square-online) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=square-online) performance signals automated checks prepared fixes workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Improve discovery, conversion, campaigns and repeat purchase. Find failures, leaks and risks before they cost sales. Keep tracking, access and change under governed control. Monitor orders, fulfilment, delivery and settlement. Identify missing, inconsistent or outdated product data. ### From connection to verified outcome The controlled sequence every capability follows. Nothing changes a connected system without the approval step. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. Confirm the intended result and keep the receipt. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. ### Monitor performance 44 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system. | Signal | Alert behaviour | What it tracks | | ------------------------------------------------ | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------- | | **% Revenue From POS-Only Items** | Watch only | Description pending editorial review; the signal is live. | | **Channel Mix Shift (vs prior)** | Merchant rule | Detects sudden channel-mix shifts (e.g. POS-revenue dropped 25pp into online , likely tied to staffing / store-closure / promotion). Distinctive to mu | | **Customer Capture Source (POS vs Online)** | Watch only | creation\_source breakdown , TERMINAL=POS vs ONLINE\_STORE vs INVOICES. Surfaces channel-of-first-touch for cross-channel attribution. | | **Items POS-Sellable but Not Online-Visible** | Merchant rule | Items with ecom\_visibility in (HIDDEN, UNINDEXED, UNAVAILABLE) , surfaces underused online channel for unified-catalog Square merchants. | | **Online-Only SKUs** | Watch only | Items with present\_at\_all\_locations=false AND ecom\_visibility=VISIBLE , online-only catalog complement. | | **Orders by Status** | Watch only | Orders by Status from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce | | **Products Missing SEO Title** | Alert band 10 / 30 | Catalog items whose Square Online ecom\_seo\_data.page\_title is empty. No data if this store has no active Square Online site (POS-only). | | **Repeat Customer Rate** | Alert band 25 / 10 | Description pending editorial review; the signal is live. | | **Revenue Trend** | Alert band 0 / -5 | Revenue Trend from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce ag | | **Revenue by Channel (POS / Online / Invoices)** | Watch only | Source-name breakdown: SQUARE\_POS, SQUARE\_ONLINE, INVOICES, etc. Surfaces unified-commerce channel mix that's distinctive to Square's POS+online story | | **Revenue by Location (in-store)** | Watch only | Per-location revenue rollup , multi-location Square merchants need per-store visibility. | | **Square Orders to Email Attribution** | Watch only | Square Orders to Email Attribution from Square Online, grouped under Order Issues. Computes when a live Square Online integration is connected; reconc | | **Top Products by Revenue** | Watch only | Top Products by Revenue from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ec | | **Total Revenue (30d, all channels)** | Alert band 0 / -5 | Description pending editorial review; the signal is live. | | Signal | Alert behaviour | What it tracks | | -------------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Canceled Orders (24h)** | Merchant rule | Description pending editorial review; the signal is live. | | **Conversion Rate** | Alert band 3 / 1 | Conversion Rate from Square Online, grouped under Revenue at Risk. Computes when a live Square Online integration is connected; reconciles ecommerce a | | **Fulfillment Rate** | Alert band 95 / 90 | % of orders (30d) where every Fulfillment reached Square's COMPLETED state , distinct from the order-level completion/cancellation status above. | | **High-Value Square Customers Unengaged on Email** | Merchant rule | High-Value Square Customers Unengaged on Email, broken down by row. | | **Low-Stock Products** | Watch only | Low-Stock Products from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconciles ecommer | | **Out-of-Stock Items** | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Oversell Risk (negative on-hand projected)** | Merchant rule | Alerts for Oversell Risk (negative on-hand projected). | | **POS vs Online Inventory Parity** | Merchant rule | POS vs Online Inventory Parity, broken down by row. | | **POS ↔ Online Inventory Drift** | Merchant rule | Variations showing different on-hand quantity between POS view and Square Online view , root oversell risk for unified-commerce merchants. | | **Refund Rate** | Alert band 2 / 5 | Refund Rate from Square Online, grouped under Refunds & Cancellations. Computes when a live Square Online integration is connected; reconciles ecommer | | **Revenue at Risk (live)** | Merchant rule | Description pending editorial review; the signal is live. | | **Square Inventory vs Marketplace Listings** | Merchant rule | Square Inventory vs Marketplace Listings. | | **Square Orders → Email Attribution** | Merchant rule | Square Orders → Email Attribution, broken down by row. | | Signal | Alert behaviour | What it tracks | | ---------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Active Locations** | Watch only | Description pending editorial review; the signal is live. | | **Average Order Value** | Alert band 0 / -5 | Description pending editorial review; the signal is live. | | **Email-Opted-In Customers (Directory)** | Watch only | Description pending editorial review; the signal is live. | | **Items Missing SKU** | Merchant rule | SKU-less items break inventory + reporting + cross-channel parity. Hot-button for POS+online merchants. | | **New Customers (30d)** | Watch only | Description pending editorial review; the signal is live. | | **Open Orders** | Alert band 10 / 50 | Description pending editorial review; the signal is live. | | **Order Completion Rate** | Merchant rule | Description pending editorial review; the signal is live. | | **Order Volume (all channels)** | Watch only | Description pending editorial review; the signal is live. | | **Orders by Channel** | Watch only | Orders by Channel. | | **POS to Online Inventory Drift** | Watch only | POS to Online Inventory Drift from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconci | | **POS to Online Inventory Drift Alert** | Watch only | POS to Online Inventory Drift Alert from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; r | | **POS ↔ Online Inventory Drift Alert** | Merchant rule | Square-distinctive , unified-commerce inventory parity is the killer audit signal. | | **Total Customers (Directory)** | Watch only | Description pending editorial review; the signal is live. | | Signal | Alert behaviour | What it tracks | | -------------------------------- | ----------------- | --------------------------------------------------------------------------------------------------------------------- | | **Products Missing Description** | Alert band 5 / 20 | Catalog items whose description\_plaintext is empty , a shopper page with nothing to read beyond a photo and a price. | | **Total Catalog Items** | Watch only | Description pending editorial review; the signal is live. | | **Total Item Variations** | Watch only | Description pending editorial review; the signal is live. | | Signal | Alert behaviour | What it tracks | | ------------------------------- | --------------- | ------------------------------------------------------------------------------------------- | | **OAuth Token Refresh Failure** | Merchant rule | Square access tokens are 30-day lived , refresh failures silently break ingest; must alert. | ### Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail. **Severity** critical · **Outcome** Protect revenue · **Fix status** Candidate remediation When more than 1 order in 10 is failing to reach fulfilment, customers have paid for goods that are not shipping on time; refunds, chargebacks and support load follow quickly. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ECOM-FULFIL-001` **Severity** high · **Outcome** Protect revenue · **Fix status** Report only More than 1 in 10 orders is being cancelled. Unlike a return, a cancellation often means the customer changed their mind or hit a problem before the order even shipped, checkout friction, a payment failure, an unexpectedly long delivery estimate, which usually points to a fixable step in the order f Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ECOM-CANCEL-001` **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation More than 1 in 20 orders is being refunded. Beyond the direct revenue loss, this rate also carries payment-cost consequences, processors and payment gateways watch refund and dispute rates, and a sustained high rate can affect processing terms independent of the lost sale itself. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ECOM-REFUND-001` **Severity** medium · **Outcome** Grow revenue · **Fix status** Report only Discounting above roughly 20 percent of revenue erodes margin quickly, often without lifting volume enough to pay for itself, and trains customers to wait for codes. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ECOM-DISCOUNT-001` **Severity** medium · **Outcome** Grow revenue · **Fix status** Candidate remediation Every product at zero or negative stock is a page a customer can still find, still add to cart in some storefront setups, and still be disappointed by. Zero-stock listings that stay live also keep spending any ad budget or SEO ranking pointed at them, driving traffic to a product nobody can actually A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ECOM-INVENTORY-001` **Severity** medium · **Outcome** Grow revenue · **Fix status** Candidate remediation Fewer than 1 in 5 customers comes back for a second order. Acquiring a first-time customer is almost always the most expensive part of earning their business, so a repeat rate this low means the store is paying that acquisition cost repeatedly instead of earning a second (cheaper) sale from customer A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ECOM-CUSTOMER-001` **Severity** low · **Outcome** Grow revenue · **Fix status** Prepared fix Products without SEO titles compete in search under their bare product names; pages that could rank for buying keywords stay invisible. A prepared, approval-gated fix exists: the proposed change, affected records, risk, reversibility and verification are shown before execution. Reference: `ECOM-CATALOGUE-002` **Severity** low · **Outcome** Grow revenue · **Fix status** Candidate remediation A product with no description gives a shopper nothing to evaluate beyond a photo and a price. It also gives search engines almost nothing to index, so these products are simultaneously converting worse for visitors who do find them and ranking worse in organic search for anyone who has not. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ECOM-CATALOGUE-001` ### Automate approved work Vortex IQ is integrated with **3 read** and **3 write** operations across catalog lists, customers, inventory countbatchretrieves, locations, oauth2tokens, order searchs on Square Online. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words. Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=square-online) #### Ready to build your first Square Online workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. | Resource | Read operations | Write operations | | ----------------------------- | --------------- | ---------------- | | catalog lists | 1 | 0 | | customers | 1 | 0 | | inventory countbatchretrieves | 0 | 1 | | locations | 1 | 0 | | oauth2tokens | 0 | 1 | | order searchs | 0 | 1 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.