PORT32 Square Migration Questionnaire

Section 1: Contact Information & Account Access

Please provide your contact details and Square account information.

Primary Contact Name *

Role/Title *

Best Cell Phone Number *

Email Address *

Square Account Username/Email *

Square Account Password * This will be stored securely and only used for migration setup.

⚠️ Two-Factor Authentication (2FA) Must Be Disabled

For the migration to work properly, 2FA must be temporarily disabled on your Square account.

How to disable 2FA in Square:

You can re-enable 2FA after the migration is complete.

I confirm that I have disabled Two-Factor Authentication on my Square account *

Current Square Permission Level * We need Owner or Admin level access with full permissions to complete the migration successfully.

Fuel represents 80% of revenue - this information is critical for migration planning.

Confirm or add additional fuel types you sell * Check all fuel types you currently sell (pre-filled from your Square data):

Other fuel types not listed above:

Do you use a fuel management system?

No Yes

We've analyzed your Square catalog. Please review and tell us about your operations.

Who manages day-to-day catalog updates? (adding/removing items, updating descriptions) *

How often do you do physical inventory counts? *

Do you have seasonal catalog changes? (seasonal items that come and go)

Critical items that MUST be available on day 1 of migration

Items or categories you want to discontinue/clean up during migration

Additional Comments or Concerns