Connecting Square

Connecting to Square is an OAuth process. It requires you to log into Square,
which then shares a security token with us. To complete this you need a Square
login.

1. When prompted, select Connect Square to log in to your Square account.

   📘

   Tip

   On the Square authorization screen, the application requesting access appears as "Payments".

   

2. You will be prompted with a login screen. Log in to your Square account.

   

3. You will be prompted to grant access for "Payments" to submit payments on
   your behalf. Select Allow.

4. When you are returned to the app, the connection is tested and you are shown a
   green "Connected to Square" message. If there is an error with the
   connection, use the Reconnect button — but take care to connect to the
   same account, otherwise saved payment methods and refunds will return an
   error message.

   

Connection options

Our integration with Square offers several options:

• Location: Select the location you want payments taken against. You can
  check your locations in Account → Locations → Production.

  

• Enable ACH: Enables ACH as a payment method. You must also enable this
  option on Square.

Sandbox users

Users connecting to Square in a sandbox environment will see the following
error message, as they have a slightly different process.

To connect a sandbox account:

1. Log into the Square Developer portal: developer.squareup.com.

2. Select (or create) a Sandbox test account via Account → Sandbox Test
   Accounts → + New sandbox test account.

   

3. Select Square Dashboard for the account you want to connect to. You must
   do this in the same browser that you will use to connect to Square, as
   this process drops a cookie on your browser.

4. Go through the OAuth process. You will not be required to sign in to Square
   again.