This help document will provide the step-by-step instructions to connect your POS Vault account to Pegasus Reports, which is also known as app integration. , App integration essentially allows one system to work with another.
In this case, it allows your POS Vault system to talk to our Pegasus Reports app so that we can produce and deliver meaningful analytics to your mobile device.
The following connection information is required to connect and can be found within your Square POS account:
The steps for obtaining this information and entering it into Pegasus Reports is outlined below. Once the required information is entered into the app, a set of historical data will immediately start downloading to your device so that analytics based on historical sales are immediately available to view.
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Log into your POS Vault account:
Once you have accessed your Square connection credentials, you'll log into Pegasus reports to enter the information within:
From here:
Quick Tip: Copy and paste saves you time! For example, if you're using a laptop to access your POS Vault account, you can copy the credentials from your account and send them in a mobile message to yourself so that you can quickly and easily paste them into Pegasus Reports.
Once these two pieces of connection information have been entered into Pegasus Reports, initial data will download and you will immediately be able to view your sales information within Pegasus Reports.