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📤 Setup

Share your data

Choose the method that works best for you

📧

Send by email

Simply send your CSV file as an attachment

upload.serveo@gmail.com
OR
🔗

API connection

Connect your POS for automatic weekly imports

🔑 Tutorials by platform

Square POS

Read-only Access Token
1
Log in to squareup.com → Account menu → Developer Dashboard
2
Create an application or select an existing one
3
Credentials tab → Copy your Access Token (Production)
4
Check the permissions:
✓ Payments: Read ✓ Orders: Read ✓ Items: Read
⚠️ Important: Never enable "Write" permissions. Read-only access is all that's needed.

Lightspeed Restaurant

K-Series API Key
1
Log in to my.lightspeedhq.com
2
SettingsIntegrationsAPI
3
Click Create a new API key
4
Name it "Serveo" and select:
✓ Sales: Read ✓ Reports: Read ✓ Products: Read
5
Copy the generated key immediately
💡 Tip: Save the key straight away — Lightspeed only shows it once.

Toast POS

OAuth2 Client ID and Secret
1
Log in to pos.toasttab.com
2
RestaurantIntegrationsAPI Partners
3
Add PartnerCustom Integration → Name it "Serveo"
4
Tick only:
✓ Orders: Read ✓ Menu: Read ✓ Reports: Read
5
Generate and copy your Client ID and Client Secret
Client ID: toast-xxxxxxxx-xxxx
Client Secret: ts_xxxxxxxxxxxxxx
🔒 Security: Keep your Client Secret confidential.

Shopify

Admin API Access Token
1
Shopify Admin: your-store.myshopify.com/admin
2
SettingsAppsDevelop apps
3
Create an app called "Serveo Analytics"
4
Configure the access scopes:
✓ read_orders ✓ read_products ✓ read_analytics
5
Install → Copy your Admin API access token
shpat_xxxxxxxxxxxxxxxxxxxxxxxx
Verification: Make sure only "read" permissions are enabled.

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