Set up Square

Set up Square

Overview

Find out how to install, connect, and configure a Square integration.

Install Square

  1. Log in to Cin7 as an administrator.

  2. From the navigation, open the App Store.

  3. Select the Ecommerce tab.

  4. Select Square.

  5. Select Request App Installation.

  6. Enter a short, descriptive name for your integration and select Install to confirm.

Once your request has been approved, you’ll find your Square integration in the Integrations menu in the navigation.

Connect Square

Once you’ve installed the integration, connect to Square:

  1. Log in to Cin7 as an administrator.

  2. From the Integrations menu in the navigation, select your Square integration.

  3. Select Settings.

  4. Open the Connect tab.

  5. Select Connect. One of two things will happen:

    1. If you're already logged in to Square in your browser, you'll be automatically connected. The Connect button will change to Disconnect.

    2. If you're not already logged in to Square in your browser, you'll be asked to follow Square’s on-screen instructions to log in and authorize your connection. Then you’ll be sent back to Omni.

Configure Square

Find out how to configure your Square integration.

FAQs

Can I connect to multiple Square sites?

Yes, you can connect to multiple Square sites. For each site you want to connect to, you must set up a separate Square integration. Follow the instructions above for each site.

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