Migration guide

Switching from Square to MarginKind

Use the migration to move beyond payment-first operations into a connected restaurant system. Preserve the simple service patterns your team likes while adding recipe, inventory, labor, and reporting depth.

Step 1

Export the Square foundation

Collect item libraries, categories, modifiers, team roles, location settings, and inventory reports.

Export items and modifiers
Document current team permissions
Capture inventory counts and low-stock alerts

Step 2

Model workflows in MarginKind

Map items into menus and recipes, connect stock and receiving flows, and configure service roles for each location.

Create business units
Attach recipes to menu items
Validate labor and reporting permissions

Step 3

Run a service rehearsal

Before go-live, run a mocked lunch or dinner flow through POS, KDS, payments, inventory, and close-out.

Run sample tickets
Check KDS routing
Compare end-of-day reporting

Want help pressure-testing the plan?

Bring your current menu, staff role list, and one week of close-out reports. We can map the riskiest cutover points before you commit.

Plan a migration call