Integrating Square offers a streamlined solution for managing payments and enhancing your business operations. This integration enables businesses to process transactions efficiently, manage payment workflows, and improve overall financial management.
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.
Log in to your account and navigate to Payments > Integrations from your account dashboard to begin the setup process.
Choose Square from the list of available payment gateways. This action will open a panel where you can manage the integration.
Choose whether to connect the Live or Sandbox account within this modal.
Note: To initiate the connection for a sandbox account, begin by launching the seller test account from the Square Developer Dashboard.
You will then be prompted to sign in to your account. Enter the email and password associated with Square in the provided fields, or sign in using a Passkey.
Review the permissions required, then hit “Allow” to complete the integration.
Your account is successfully connected! You can now choose which Square location would be associated with your account by selecting an option from the Preferred Location dropdown. This allows you to track your sales more effectively based on respective locations.
Note: If you had previously integrated your Square account and do not see the Preferred Location option, reintegrate your account by following the steps above, and allow access to fetch Square locations.
Optionally, you can set this integration as your default payment method, allowing you to collect appointment payments and auto-payments.
To ensure the integration is working correctly, create a test payment scenario. Verify that the transaction is processed successfully and that payment details are accurately reflected in both your CRM and Square dashboards.
With the ability to process transactions, configure products, and track payments within one platform, businesses can improve efficiency and provide a seamless customer experience by utilizing Square integration.
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.
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.
