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Unify Integrations
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Square

Square

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5 min READ

Integrating your application with Square enhances payment processing and business operations by enabling you to manage transactions, customers, and orders seamlessly within your workflows. Square provides APIs to handle payments, refunds, inventory, and reporting efficiently, helping businesses streamline operations and deliver better customer experiences.

Authentication:

Connecting your application to Square enables you to process payments, manage sales activity, and track customer transactions efficiently across your business systems. Before you begin, ensure you have the following information:

Connection Name : Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppSquareIntegration".

Authentication type : Select the authentication type you would like to proceed with.

  1. Product

  2. Sandbox

Product Based:

  1. Log in to your Square Developer Console.

  2. Navigate to Applications and click on the Add (+) button.

  3. Provide a name for your application and create it.

  4. Open the newly created application and go to the OAuth section.

  5. Switch to Production and update the redirect URL.

  6. Copy the Application ID and use it for further authentication purposes.

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image2 4.png

Sandbox Based:

  1. Log in to your Square Developer Console.

  2. Navigate to Applications and click on the Add (+) button.

  3. Provide a name for your application and create it.

  4. Open the newly created application and go to the Credentials section.

  5. Switch to Sandbox and copy the Access token.

  6. Use the generated token for further authentication purposes.

    image1 20.png
    image1 20.png

Actions

Action Name

Description

Batch retrieves order

This action help user to batch retrieves orders in Square

Calculate order

Calculate order in Square

Create customer

Creates a new customer for a business in Square

Create customer group

Creates a new customer group in Square

Create invoice

Creates a new invoice in Square

Create order

Creates an order in Square

Create a new payment

Creates a new payment in Square

Gets an invoice

Gets an invoice by ID in Square

Get payment by ID

Gets a payment by ID in Square

List customer groups

Retrieves the list of customer groups in Square

List invoices

Lists invoices in Square

List payments

This action helps list payments in Square

Retrieve order

This action helps user to retrieve an order

Create search orders

Search all orders from one or more locations in Square

Update customer group

Updates a customer group by group ID in Square