Depending on how you want to use Control, we offer 3 ways for you to connect your account(s):

1. I only want to see my own data in Control (All Platforms)

In that situation, all you need to do is to manually connect your accounts by selecting the platform and entering your credentials. If you select Square or Authorize.Net, make sure to select “No” when asked about whether or not you wish to connect accounts owned by other merchants.

2. I want to share my data with another Control user (Square and Authorize.Net only)

Make sure that you have created your Control account using the custom URL that was provided to you by the Control user whom you wish to share your data with. 

After selecting one of the supported platform and connecting your account, you will see a modal confirming that your account has been shared with the owner of the custom URL. 

You can find more information about this process here.

3. I want to see data from my merchants/vendors/franchisors (Square and Authorize.Net only)

In order to be able to access data from account you don’t own, make sure to select “Yes” after clicking on the platform that you wish to connect. 

This will redirect you to our Data Import Link settings page which allows you to generate the custom URL that your merchants will need to use in order to share their data with you. 

You can find more information about this process here.

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