Connecting and Using Square with Your CRM

Connecting Square to Your CRM

You can connect your Square account to process payments directly within your CRM. This integration allows you to accept one-time payments and manage subscriptions for various features.

Before You Begin

To connect Square, you'll need access to your Square account and its API credentials. This integration is currently available for business accounts processing their own payments, but is not available for SaaS or re-billing scenarios.

Connection Steps

To connect your Square account:

1. Navigate to Payments > Integrations in your CRM.
2. Locate the Square payment processor and click Connect.
3. You'll be prompted to enter your Square API credentials to authenticate the connection.
4. Once authenticated, your CRM will display all physical locations associated with your Square account.
5. Select which Square location you want to associate with your CRM sub-account.

Using Square Test Mode

To connect Square in sandbox/test mode for testing purposes:

1. Log into your Square account at Square's website.
2. Access your Square sandbox account from your Square dashboard and remain signed in as a sandbox user.
3. Return to your CRM and click the Connect button for Square Test Mode.
4. The system will automatically detect your signed-in sandbox account and establish the connection.

Managing Your Square Connection

After connecting Square, you can manage the integration through several options:

• Reconnecting: Existing Square customers can click Reconnect to refresh the connection and update the available Square locations.
• Location Selection: When you connect or reconnect, a physical location is automatically selected by default. You can change this selection at any time to match your requirements.
• Multiple Locations: If your Square account has multiple physical locations, you can choose which location associates with each CRM sub-account.

Using Square for Payments

Once connected, you can use Square to process payments across various CRM features including:

• Order forms and invoices
• Online stores
• Forms and payment links
• Membership payments
• Subscription payments

Setting Up Products

To accept payments, you'll need to configure your products in the CRM:

1. Go to Payments > Products.
2. Create products or services that customers can purchase.
3. Configure both one-time and subscription payment options as needed.

Tracking Payments

All payments processed through Square are tracked within your CRM:

• View payment history under Payments > Orders and Transactions
• Utilize existing trigger functionalities that work seamlessly with the Square integration
• Monitor transaction details and customer payment activity