Commerce
Square
20 min
square is a platform for payment processing, point of sale, and business management integrating square with make com allows users to automate sales transactions, sync customer data, and manage inventory across their e commerce and retail operations this is ai generated content based on official square documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //api squareup com/help/us/en/article/4993 contact square support directly requirements to use the square app in make, you must have a square developer account and an access token, https //squareup com for subscription, refer to the https //squareup com connect square and {{product name}} to get started, you must first create a connection between square and {{product name}} , allowing the two services to communicate obtain your oauth2 0 credentials in your square account create the connection in make obtain your oauth2 0 credentials in your square account before you create the connection in {{product name}} , you should first obtain your oauth2 0 credentials in your square account to obtain your oauth2 0 credentials navigate to the developer dashboard click applications from the sidebar menu select your application from the list navigate to the oauth section enter the callback uri https //www integromat com/oauth/cb/square copy the client id displayed on screen copy the client secret displayed on screen select the desired permissions (scopes) for your application you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer squareup com/docs/oauth api/overview create the connection in {{product name}} https //www make com/en/register , add the square module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your square account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page square modules after connecting to the square app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a customer to the group adds a specified customer to a selected customer group capture transaction (deprecated) captures and finalizes a payment transaction that has been previously authorized complete a payment by default, payments are automatically marked as complete right after they are created however, if you choose to set autocomplete to false during payment creation, you can use this endpoint to manually complete (capture) the payment at a later time create a charge (deprecated) creates a new payment charge for a specified customer or transaction create a credit card (deprecated) adds a new payment card to the profile of an existing customer create a customer creates a new customer record in your connected application create a refund (deprecated) generates a refund for a specific transaction, returning the charged amount to the original payment method create an order creates a new order in your connected system get orders retrieves a batch list of orders from your account get a customer retrieves detailed information about a specific customer get a payment retrieves detailed information about a specific payment using its unique id get a payment (legacy) fetches detailed information about a specific transaction using its unique payment id get a transaction (deprecated) retrieves detailed information about a specific transaction list customers retrieves a complete list of all customers in your account list payments retrieves a list of all recorded payments list refunds retrieves a list of all refund transactions list transactions (deprecated) retrieves a list of all transactions from your account make an api call executes a custom api request to the selected service using your authorized account search orders searches for orders in your connected account based on specified criteria update a customer updates the details of an existing customer, such as their name, contact information, or address watch customers retrieves a list of customers who have registered since the module was last run watch new events monitors your square account for newly created events, such as inventory updates, new invoices, transactions, disputes, orders, and labor entries watch orders retrieves orders that have been newly created or updated since the last time the module was run watch payments retrieves payments that have been newly created or updated since the last time the module was run watch transactions (deprecated) retrieves transactions that have been newly created or recently updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} square resources you can have access to more resources related to this app on the following links https //community make com/search?q=square https //squareup com https //developer squareup com/reference https //www make com/en/integrations/square