FAQ
Integration Guides
Getting Started with Square

Getting Started with Square

Follow these steps to connect your Square and automate your tasks effortlessly.

Step 1: Select Square from viaSocket’s Library of Apps

Find Square : Use the search bar to locate Square from the list of available apps.

 

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Select Square : Click on Square to begin the integration process.

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Step 2: Authenticate

Authentication Prompt: After selecting Square, viaSocket will prompt you to authenticate your Square account.

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Grant Permissions: You will be asked to grant viaSocket permission to access your Square data. Click 'Accept' to proceed.

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Log In to Square : If you are not already logged in, you will be asked to log into your Square account.

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Map Data Fields, Test and Save

  • Ensure that data from the triggering app is correctly mapped to the fields in Square .

  • Before finalizing, run a test to ensure everything is set up correctly. 

  • Once you are satisfied with the test results, save your step.

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