---
title: How Does Outmin Connect to Sales Data and POS Systems?
description: Learn how Outmin connects to online POS systems, local software, and invoicing tools to automatically pull sales data for accurate bookkeeping.
---

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# How Does Outmin Connect to Sales Data and POS Systems?

## How we access sales data from different POS platforms and what we need from you

To keep your client’s books accurate and their reports reliable, we need access to sales data. How we get that data depends on the systems they use.

We’ll confirm this during onboarding, but here’s how it works across different scenarios:

### **1. Online POS Systems**

**Examples:** Square, Deliveroo, Stripe, etc.  
**How it works:**

- We ask to be added as a user with our Outmin proxy email
- Once added, we access and pull sales reports directly
- This keeps sales data flowing in automatically

**What we need from you**

- Help confirm what platforms your client uses
- Support them in adding our Outmin user

### **2. Local POS or Software-Based Systems**

**Examples:** EPOS Now, Lightspeed  
**How it works:**

- If we can’t log in, we ask the client to set up automated sales report emails
- These are sent weekly to their unique Outmin inbox
- We review a sample first to make sure the format works

**What we need from you**

- Identify if the client uses local POS
- Guide them in setting up email forwarding
- Encourage them to send a sample report for validation

### **3. Sales Invoicing Systems**

**Examples:** Xero, QuickBooks, or custom tools  
**How it works:**

- If we already have access through bookkeeping setup, we’ll use that
- Otherwise, we request user access via our proxy email
- We check if they’ll switch to Outmin’s invoicing tool or continue with their own

**What we need from you**

- Clarify what invoicing system the client uses
- Grant user access if needed

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