Woocommerce & Square Integration Guide

1. How it works

Woocommerce & Square Integration provides data synchronization between your Woocommerce webstore and your Square system (register/POS). 

The integration tool works based on latest Square API. There could be limitations because of this.

2. Requirements

Square:

  • Square account

Woocommerce

  • WooCommerce 2.2 or better
  • WordPress 4.0 or better
  • PHP 5.3 or better with cURL support
  • Single language site – multilingual sites are not supported yet
  • Woocommerce store must be live for Live sync

3. Retrieve Square Personal Access Token (PAT)

Create a Square account if you don’t have one

You need a Square account to register an application with Square. If you don’t have an account, go to https://squareup.com/signup to create one.

Register your application with Square

You need to register your application with Square to generate credentials for it. Your application uses these credentials to identify itself in its requests to the Connect API.

To register your application:

  1. Go to https://connect.squareup.com/apps and sign in to your Square account.
  2. Click New Application and enter a name for your application.
  3. Click Create App.

The application dashboard displays your new app’s credentials. One of these credentials is the personal access token. This token gives your application full access to your own Square account.

Reference: https://docs.connect.squareup.com/

4. Installation

1. Download squaresync.zip in your product downloadable section.

2. Unzip the file, you will have a folder “squaresync”

3. Upload the folder to your woocommerce store, location: /wp-content/plugins/squaresync

4. Login to your Woocommerce backend, click on “Plugins” and activate the module “WooCommerce Square Sync”

5. Get Square Personal Access Token (PAT)

6. Enable Square Webhooks: still on Square Application page, click on Webhooks tab

– Enable Webhooks

– Enter your “Notification URL”, this url can be found on your Woocommerce backend “LitExtension > Woocommerce Square > Configuration”.

7. Go to Woocommerce backend, click on “LitExtension > Woocommerce Square > Configuration”. Enter PAT into “Personal Access Token”, click “Connect”.

If PAT is correct, you will see the configuration sections for “WooCommerce To Square” and “Square To WooCommerce” appears right below.

5. How Sync works

The integration tool works based on latest Square API. There could be limitations because of this.

Manual Sync from Woocommerce to Square

Inventory Data can be sync:

  • Name/Title
  • Description
  • Price
  • Images (png, jpg, jpeg images only)
  • Product Deletion
  • Tax
  • Category
You can choose which data to be sync in “WooCommerce To Square” configuration section.
2 Import Product Variant Modes:
  • Variants: import woocommece product variants into square item variants (which has inventory management )
  • Modifiers: import woocommece product variants into square item modifier ( no inventory management )

Follow this to sync:

  • Click on Tab “Sync”
  • Item to sync: choose “Category” or “Products”
  • Sync mode: Woocommerce to Square
  • Click “Sync” button

Live Sync from Woocommerce to Square

To active Live Sync from Woocommerce to Square, in “WooCommerce To Square” configuration section, check on “Live Update”.

Inventory Data can be sync:

  • Name/Title
  • Description
  • Price
  • Images (png, jpg, jpeg images only)
  • Product Deletion
  • Inventory

Manual Sync from Square to Woocommerce

Inventory Data can be sync:

  • Name/Title
  • Description
  • Price
  • Quantity

Follow this to sync:

  • Click on Tab “Sync”
  • Item to sync: choose “Category” or “Products”
  • Sync mode:  Square to Woocommerce
  • Click “Sync” button

Live Sync from Square To WooCommerce

To active Live Sync from Square To WooCommerce, in “Square To WooCommerce” configuration section, check on “Live Inventory Update”.

Inventory Data can be sync:

  • Inventory

6. Best practice

You should follow these steps to best adapt and make use of the tool.

1. Setup or have an existing Woocommerce store with catalog.

2. Setup a new Square account

3. Manual sync full catalog from Woocommerce to Square with the integration tool

4. Setup “Live update” for “Woocommerce to Square” with the correct fields to be updated.

5. Setup “Live inventory update” for “Square to Woocommerce” to update inventory back to Woocommerce