Documentation

Description

Square platform provides a robust set of tools that allow businesses to seamlessly integrate Square’s payment processing, inventory, and customer management solutions into their applications.

The schema information shows all report types you can use to extract data from Square.

Follow our setup guide to connect Square to Improvado.

Step 1. Click the Make a new Connection on the Connections page.Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the Square tile.

Step 3. To authorize your account, you need to fill in your Production Access token by following steps 3.1 - 3.5:

Step 3.1. Navigate to the Square Developer Platform

Step 3.2. Select Developer Dashboard

Step 3.3. Select the required app or create a new one

Step 3.4. In the left pane, choose Credentials

Step 3.5. Get your production or Sandbox access token:

1. At the top of the page, choose Production.
2. In the Production Access token box, choose Show and copy your token.

Step 4. After completing the connection process, the Square connection will appear in your Connected sources list.

Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instructions on how to set up data extraction.