WooSquare Free

1.Requirements #

2.New Features #

  • Sandbox API Support: Sandbox API is for developers who test transactions before moving towards a live transaction.
  • Create Refund from WooCommerce for Square Orders: Give refunds on orders of the Square using the WooCommerce dashboard.
  • Square Payment Gateway: Customers are allowed to pay via credit card at WooCommerce Checkout with Square API.
  • Square Authorization: Connect your Square application with APIExperts Square for WooCommerce with a single click.
  • Manually Synchronize Variable Product From Woocommerce To Square Or Vice Versa With Custom Attribute Using Multiple Variations.
  • Manually Synchronize Simple Product From Woocommerce To Square Or Vice Versa With Custom Attribute And its values.
  • Manually Synchronize Variable Product From Woocommerce To Square Or Vice Versa With Global Attribute Using Multiple Variations.
  • Manually Synchronize Simple Product From Woocommerce To Square Or Vice Versa With Global Attribute And its values.
  • Square for WooCommerce is also compatible with Google Pay, enabling users to pay their transactions via clicking on the ‘Enabling Square Google Pay’ option.
  • Square for WooCommerce is also compatible with Apple Pay, enabling users to pay their transactions via clicking on the ‘Enabling Square Apple Pay’ option.
  • APIExperts Square for WooCommerce also provides integration with the CartFlows plugin. Click here to view the process of Cartflows for WooSquare.

3.Getting Started #

  • Navigate to the WordPress Admin Dashboard → Plugins → Add New.

  • In the search bar, type APIExperts Square for WooCommerce.
  • Once the result appears, click on the Install Now button and then click on the Activate button.

4.Square Account Connectivity #

  • Now navigate to the Admin Dashboard → API Square Settings.

  • Click on the Connect with Square button to connect your Square account with your website. If you don’t have a Square account click on the SIGNUP button or Click here to SignUp.

  • If you’re not logged in to your Square account then you’ll be redirected towards the Square login page.
  • Enter the credentials of your Square account and log in.

  • If you’re already logged in to your Square account then an authentication page will appear.
  • Click on the Allow button.

  • Once done, click on the THAT’S MY SITE – REDIRECT ME button to complete the connection.

  • Now Select Location and click on the Save Changes button.

  • Now Select Location and click on the Save Changes button.

  • Now Select Location and click on the Save Changes button.

5.Square Payment Gateway #

Back-End Configuration

  • Click on the Access your Module button.

  • OR you can also go to Admin Dashboard → Plugin Module to access your module.

  • Enable the Square Payment Gateway toggle button.

  • Once the operation is successful, you’ll receive a notification that Addon Successfully Enabled!.

  • Once this is enabled, an option titled Payment Settings is added in the admin panel of WP.
  • Go to Admin Dashboard → API Square Settings → Payment Settings.

  • Now you’re on the Square Payment Gateway Settings page.
a. Square Payment Gateway
  • Checkmark the Enable Square Payment Gateway checkbox to activate the Square payment gateway on WooCommerce checkout.
b. Title
  • The Admin can enter the Title, which will display as a title outside the credit card field.
c. Description
  • The Admin can enter the Description, which will be displayed before the credit card field. Any specific instructions can be given through this option.

d. Delay Capture

  • The Admin can checkmark the Enable Delay Capture checkbox to enable it. It can be used when a customer makes an in-store purchase from a merchant. Then you click merchant may want to authorize funds at the time of purchase and capture funds when the item ships from the warehouse. It can be done through delay capture of all cards payments in a transaction.

e. Create Customer

  • The Admin can checkmark the Enable Customer Care checkbox to enable it. It will create a customer profile in Square and hold all the specific customer data like orders, transactions, etc.

f. Logging

  • The Admin can checkmark the Log debug messages checkbox to enable it. It will record debug messages in the WooCommerce System Status log.

g. Send Customer Info

  • The Admin can checkmark the Send first name last name checkbox to enable it. This will send the first name last name with an order to square.

h. AVS Zip Code

  • The Admin can checkmark the AVS Zip code check checkbox to enable it. It is a verification system used to verify the address of a person claiming to own a credit card.

i. Google Pay

  • The Admin can checkmark the Enable Google Pay checkbox to enable it. It is a verification system used to verify the address of a person claiming to own a credit card.

j. Apple Pay

  • The Admin can checkmark the Enable Apple Pay checkbox to enable it. It is a verification system used to verify the address of a person claiming to own a credit card.

k. Sandbox Mode

  • The Admin can checkmark the Enable Sandbox checkbox to enable it. It will help you to set up a sandbox for your Square account.

  • Once you click on the Enable Sandbox checkbox, three more fields would appear.
  • Now enter the Sandbox Application ID, Sandbox Access Token, and Sandbox Location ID, which you click to retrieve, on order from your Square Account.

  • Click on the Save Changes button.

NOTE: Go to the Square account and select the Sandbox section. Navigate to the Credentials section to retrieve the Application ID and Access Token.

Go to the Location section to retrieve the Location ID.

Front-End Impact

  • Go to your Store
  • Select an item and complete the process to move towards the Checkout page
  • Select the Square Payment Gateway method.
  • Enter the card details. Use the card number 4111 1111 1111 1111 for testing purposes.
  • Once done, click on the Place Order button. 

  • Once the operation is successful, you’ll receive the details of the order.

 

  • Now go to your Square Sandbox account and go to the Transactions tab.
  • All the orders and their details are present in this section.

  • Click on order to view its details.

6.Google Pay #

Back-End Configuration

  • Go to Admin Dashboard → API Square Settings → Payment Settings.

  • Now you’re on the Square Payment Gateway Settings page.
  • Go to the Google Pay option.
  • Checkmark the Enable Google Pay checkbox to activate this functionality.

  • Click on the Save Changes button.
  • Now navigate to the Go to Admin Dashboard → WooCommerce → Settings.

  • Go to the Payments tab.
  • All the Payment methods are present in this tab.
  • Click on the Square Google Pay option or click on the Manage/ Setup button (Present at the right side of every respective payment option).

  • Now you’ll be on the Square Google Pay settings page
  • Enter the Title.
  • Enter the Description.
  • You can also enable the Delay Capture and Logging option according to your requirement.

  • Once done, click on the Save Changes button.

Front-End Impact

  • Go to your Store
  • Select an item and complete the process to move towards the Checkout page
  • Select the Google Pay payment method
  • Click on the Buy with G Pay button.

  • Once done, a popup will appear.
  • Enter all the required credentials and click on the CONTINUE button to complete the process.

7.Apple Pay #

Back-End Configuration

  • Go to Admin Dashboard → API Square Settings → Payment Settings.

  • Now you’re on the Square Payment Gateway Settings page.
  • Go to the Apple Pay option.
  • Checkmark the Enable Apple Pay checkbox to activate this functionality.

  • Click on the Save Changes button.
  • Now navigate to the Go to Admin Dashboard → WooCommerce → Settings.

  • Go to the Payments tab.
  • All the Payment methods are present in this tab.
  • Click on the Square Apple Pay option or click on the Manage/ Setup button (Present at the right side of every respective payment option).

  • Enter the Title.
  • Enter the Description.
  • Enable the Domain Verified checkbox.
  • You can also enable the Delay Capture and Logging option according to your requirement.

  • Click on the Save Changes button.

NOTE: Square Apple Pay will only function on the Safari browser for live payments.

8.Synchronization of Products #

Back-End Configuration

  • Go to Admin Dashboard → Plugin Module to access your module.

  • Enable the Synchronization of Products toggle button

  • Once the operation is successful, you’ll receive a notification that Addon Successfully Enabled!.

  • Once this is enabled, an option titled Sync Products is added in the admin panel of WP.
  • This option has all the settings that will help to synchronize items between both platforms. 

NOTE: To use Synchronization of Products functionality, Sandbox must be disabled in the Payment Settings.

  • Go to Admin Dashboard → API Square Settings → Sync Products.

  • Now you’re on the Synchronization of Products Settings page.
a. Sync on edit in WooCommerce
  • The Admin can enable the Sync on edit in WooCommerce by selecting the Yes radio button.
  • The plugin will allow to Edit, Update, and Delete the synchronized items if this option is selected.
  • Editing, updating, and deleting can be done both ways, from Square to WooCommerce and, WooCommerce to Square.
  • If the sync is selected from Square to WooCommerce, then any item being edited, updated in Square will be reflected in WooCommerce, and the same goes for WooCommerce to Square.
  • When you select the Yes radio button, all the fields would appear below.

  • You can also select specific product fields only to be edited or updated.
  • Select the fields according to your requirement.

b. Disable auto-delete
  • The Admin can checkmark the Yes checkbox to enable it if the Admin doesn’t want the product to be deleted automatically on the other side. For example, If you delete a product on Woocommerce, it won’t be deleted on Square.

c. Enable WooCommerce Description Synchronization with HTML
  • The Admin can checkmark the Yes checkbox to enable it if the Admin doesn’t want the product to be deleted automatically on the other side. For example, If you delete a product on Woocommerce, it won’t be deleted on Square.

  • Click on the Save Changes button.
  • Go to Admin Dashboard → Products.
  • Hover over any product to view the suboptions.
  • Click on the Edit suboption.

  • Click on the Edit suboption.
  • Once you’re on the Edit Product page, go to the Product Data section.

 NOTE: To apply this functionality, it is preferred to choose a Variable product, or changing the product type of the existing product to a Variable product is preferred. 

Once the product is changed to a Variable product, a new tab is added in the Product data section titled Variations.

  • Go to the Attributes tab.
  • Select Custom Product Attribute in the drop-down menu and click on the Add button.
  • Checkmark the Visible on the product page and Used for variations checkbox. 
  • Click on the Save Attribute button.

  • Go to the Variations tab.
  • Select Create variations from all attributes in the drop-down menu and click on the Go button.

  • A popup will appear. Click on the OK button.

  • Once the operation is successful, you’ll be notified that the number of variations has been added.

  • All the variations are now added, but the prices are not set yet.

  • Click on each variation to set its pricing and other respective fields according to your requirement.

  • Click on the Save Changes button.
  • Click on the Update button in the Publish section.

Synchronize Woo To Square

  • Go to Admin Dashboard → API Square Settings → Sync Products.

  • Now you’re on the Synchronization of Products Settings page.
  • Click on the Synchronize Woo To Square button.

  • A popup will appear, which will have the synchronization settings.
  • Now select the items(categories and products) which you want to synchronize.
  • Once done, click on the Start Synchronization button.

  • Once the synchronization is completed, product detail will be synced from WooCommerce to Square.

  • Click on the Close button.
  • Go to your Square account.
  • All the products will be visible in the Item Library tab.

  • Click on any item to view.
  • As we created variations in the product title Beanie with Logo so click on that time to view.
  • Once done, we can view all the variations we created in WooCommerce and are now synchronized on the Square platform.

Manual Synchronization with Simple/Variable Products 
  • In your Square account, go to the Item Library section.
  • Click on the Create an Item button.

  • Click on the Create an Item button.
  • Once you’re on the Create an Item page, fill in the required fields and click on the Save button.

  • The product is now added in the Item Library section.

  • Now go to Admin Dashboard → API Square Settings → Sync Products.

  • Now you’re on the Synchronization of Products Settings page.
  • Click on the Synchronize Square To Woo button.

  • A popup will appear, which will have the synchronization settings.
  • Now select the items(categories and products) which you want to synchronize.
  • This action will synchronize all selected categories and products, even detecting a new item in WooCommerce if a new item is found on the Square platform like we added Cap in this case.
  • Once done, click on the Start Synchronization button.

  • Once the synchronization is completed, product detail will be synced from Square to WooCommerce.

  • Now go to Admin Dashboard → Products.
  • We can see that the product we created on the Square platform is now added to the WooCommerce platform.

NOTE: The product type is a Simple product because it was created without any variations, so it will automatically be synchronized as a Simple Product in WooCommerce.

 

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