Connecting Square gives you a straightforward way to manage payments and keep your business operations running smoothly. Once integrated, you can process transactions, manage payment workflows, and get a clearer view of your finances.

Benefits of Integrating Square

  • Efficient Payment Processing: Handle both one-time and subscription payments directly within the platform, reducing manual processing and improving efficiency.
  • Comprehensive Product Management: Easily configure and manage your products, including order forms, invoices, online stores, memberships, and more.
  • Enhanced Financial Tracking: The integration provides detailed payment tracking and order management, offering a complete view of all transactions processed through Square.
  • Automated Workflows: With existing trigger functionalities compatible with this integration, you can automate workflows, such as invoicing and payment reminders, reducing administrative tasks.

How to Integrate Square

Access Payment Settings

Log in and navigate to Payments > Integrations from your dashboard to get started.

Select Square Integration

Choose Square from the list of available payment gateways. A panel will open where you can manage the integration.

Finalise the Integration

Choose whether to connect a Live or Sandbox account within this modal.

📌 Note: To connect a sandbox account, start by launching the seller test account from the Square Developer Dashboard.

You'll then be prompted to sign in. Enter the email and password for your Square account, or sign in using a Passkey.

Review the permissions required, then hit "Allow" to complete the integration.

Your account is now connected. You can choose which Square location to associate with your account by selecting an option from the Preferred Location dropdown, which lets you track sales by location.

📌Note: If you've previously connected your Square account and don't see the Preferred Location option, reconnect your account by following the steps above and allow access to fetch Square locations.

You can also set this as your default payment method, which lets you collect appointment payments and auto-payments.

Test the Integration

To make sure everything is working, create a test payment and verify that the transaction goes through and the details appear correctly in both your CRM and Square dashboards.

With Square connected, you can process transactions, configure products, and track payments all in one place, making it easier to stay on top of your finances and keep customers happy.

Frequently Asked Questions

Q: What payment methods does Square support?

  • Square supports various payment methods, including credit/debit cards, Apple Pay, Google Pay, and other digital wallets.

Q: How do I track payments and manage orders?

  • All payments and orders processed through Square can be tracked under Payments > Orders and Transactions.

Troubleshooting Tips

Integration Issues

  • If you encounter issues with the integration, ensure that there are no typos or incorrect characters in your account credentials.

Payment Processing Errors

  • Verify that your Square account is active and properly configured. Check for any account-related issues that may affect payment processing.