How to Connect and Use Square Payment Processor

With Stack, you can seamlessly connect your Square account to process payments directly within the platform. This functionality allows you to handle both one-time and subscription payments efficiently.

Connecting Your Square Account

To integrate your Square account with Stack, follow these steps:

1. Navigate to Payments Integration:
   Go to the Payments section in your Stack account and select Integrations.

2. Connect Using API Keys:
   Use your Square API keys to establish the connection. This will enable you to utilize Square’s payment processing capabilities within Stack.

Configuring Products for Payments

Once connected, you can configure your products under Payments -> Products. This setup supports:

• Order forms
• Invoices
• Online stores
• Forms
• Memberships
• Payment links

Note: SaaS and re-billing features are currently not supported.

Tracking Payments

All payments processed through Square can be tracked under Payments -> Orders and Transactions. Additionally, all existing trigger functionalities within Stack will work seamlessly with this integration.

Using Square in Sandbox/Test Mode

To test your integration with Square in Sandbox/Test Mode, follow these steps:

1. Login to Square:
   Access your Square account at Square Login.

2. Access Sandbox Account:
   From your Square dashboard, open your sandbox account and remain signed in as a sandbox user.

3. Connect to Stack:
   In Stack, click the Connect button for Square Test Mode. It will automatically use the signed-in sandbox account to establish the connection.

Managing Square Locations

• View and Select Locations:
  On the Stack Integrations page, you will see all available physical locations from your Square account. You can choose which location to associate with your Stack account.

• Reconnect Existing Accounts:
  If you have an existing Square account connected, you can click on Reconnect to update the connection. This will refresh and display all available locations, allowing you to select the appropriate one for your setup.

• Default Location Selection:
  Upon a successful connection or reconnection, a default physical location is selected automatically. You can change this selection based on your requirements.

By following these steps, you can efficiently manage and process payments through Square within your Stack account. Enjoy the streamlined payment processing experience!