Setup guide · Owners

Connect your POS to PeopleBridge

Bring sales, tips, tax and discounts from Toast, Square or Clover into PeopleBridge so you see labor % of sales, run your tip pool and get sales reports without copy-paste. All three are included free with PeopleBridge Pro.

📝 Before you start

  • PeopleBridge: your organization is on the Pro plan and you’re signed in as the Owner. Only owners see Settings → Integrations.
  • Your POS login needs the right permissions. Sign in with the POS account owner, or an admin login that is allowed to approve or install integrations (apps). A regular manager or employee login usually can’t, and the POS will refuse the connection.
  • Not sure? Ask whoever set up your POS account to connect it, or to give your login the integration permission first.
  • Have your PeopleBridge locations set up, so each POS location or store can be linked to the right one.

Connect Square

About 3 minutes

Who can do it: The Square account owner, or a Square team member whose permissions allow them to authorize apps and integrations.

  1. In PeopleBridge, go to Settings → Integrations and find the Square POS card.
  2. Click Connect Square. Square’s own sign-in page opens.
  3. Sign in to Square, review what PeopleBridge can read, and click Allow.
  4. You’re sent back to PeopleBridge with a green “Square is connected” message. We pull your last 30 days of sales right away.
  5. Check that each Square location is linked to the right PeopleBridge location (use the dropdown next to each one), then click Sync last 7 days.

✅ New sales arrive automatically as they’re rung up, and a nightly sync catches anything missed.

Connect Clover

About 3 minutes per store

Who can do it: The Clover merchant owner, or a Clover admin allowed to install apps from the Clover App Market.

  1. In PeopleBridge, go to Settings → Integrations and find the Clover POS card.
  2. Click Connect Clover. Clover’s own sign-in page opens.
  3. Sign in to Clover, pick the store (merchant) you want to connect, and approve PeopleBridge.
  4. You’re sent back to PeopleBridge with a green “Clover is connected” message. We pull that store’s last 30 days of sales right away.
  5. Check the store is linked to the right PeopleBridge location (dropdown), then click Sync last 7 days.
  6. More than one Clover store? Click + Connect another store and repeat for each one.
💡 Always start from the Connect Clover button in PeopleBridge. Installing PeopleBridge from the Clover App Market on its own doesn’t link it to your PeopleBridge account.

✅ New sales arrive automatically as they’re rung up, and a nightly sync catches anything missed.

Connect Toast

One-time setup with our team (usually 1–2 business days)

Who can do it: A Toast account admin with access to Integrations and API access in Toast Web.

  1. Email info@peoplebridge.app with your business name and the Toast restaurant name(s) you want connected.
  2. We reply with the short list of steps to grant PeopleBridge access in Toast Web. You’ll need your Toast admin login for this.
  3. We finish the connection on our side and let you know when it’s live.
  4. In Settings → Integrations, check each Toast restaurant is linked to the right PeopleBridge location. Toast staff are matched to your PeopleBridge employees by email.

✅ Orders arrive in real time through Toast webhooks, with a nightly sync as a backstop.

Questions and troubleshooting

Do POS integrations cost extra?

No. Toast, Square and Clover are included free with PeopleBridge Pro. There’s no add-on fee and no per-order charge.

What does PeopleBridge read from my POS?

Sales, tips, tax, discounts and (where the POS provides it) which employee rang up each order. Access is read-only: PeopleBridge never changes anything in your POS.

Where does the POS data show up?

The Today’s Sales card on your Dashboard, Sales Reports (by day, location, month and hour), labor % of sales and sales per labor hour in Insights, the tip pool, and the Monday digest email.

It says I don’t have permission, or the Allow button is missing.

The login you used can’t approve integrations. Sign in with the POS account owner, or ask them to give your login permission to manage apps and integrations, then click Connect again.

I see “connection was cancelled” or “link expired”.

Nothing was changed. Go back to Settings → Integrations and click Connect again. Sign-in links are valid for a short time, so finish the POS sign-in in one go.

My sales show $0 or appear under the wrong location.

Check that each POS location or store is linked to the right PeopleBridge location in Settings → Integrations, then click Sync last 7 days. Sales re-sync with the corrected location.

Can I connect from the iPhone or Android app?

Yes. Tapping Connect opens your POS sign-in in a browser window. When you’ve approved PeopleBridge, return to the app and tap Refresh on the integration card.

Can I connect more than one POS?

Yes. If different locations use different systems (say Toast at one and Square at another), connect both. All sales land in the same reports.

What happens if I disconnect?

New sales stop coming in. Sales already imported stay in your reports, and you can reconnect at any time.

Don’t see your POS?

Our engineering team will build a custom integration for your store, with dedicated 1-on-1 onboarding, for a flat $199. Email info@peoplebridge.app and tell us which system you use.