WooSquare Pro

1.Install & Activation #

After downloading zip file from codecanyon.net then Open WordPress dashboard and on your left side click on Plugins,select Add New and click on upload Plugin as shown below

As soon as you click upload Plugin, New window will appear, just click on Choose File button to locate your plugin zip file and select Install Now button as shown below

Let installation complete,click on  Activate plugin and you will see in next window Plugin activated

 

2.Requirements #

3.New Features #

1. SYNC PRODUCTS/ ITEMS TO BOTH PLATFORMS

Synchronize Products/Items from Square to WooCommerce or vice versa with all the product/item details.

2. AUTO AND MANUAL SYNCHRONIZATION

Set the synchronization automatically with defined time parameters or synchronize Products/Items manually in real-time.

3. REAL-TIME PRODUCT/ITEM DETAIL SYNC

Any Product/Item being edited, updated in Square will be reflected in WooCommerce, and the same goes for WooCommerce to Square in Real-Time.

4. SUPPORT DIFFERENT PRODUCT/ ITEM TYPE

May Product/Item be a simple or variable, having any Product/Item detail it will be synced according to its type and having all the Product/Item details synced properly.

5. SYNC VARIATION ACCORDING TO ATTRIBUTES

Variations created Global and Custom attributes can be synced with all the Variations being fetched by the plugin and synced between both Platforms.

6. INTEGRATE SQUARE PAYMENT GATEWAY

Another perk from WooSquarePlus + is that it integrates Square payment gateway for WooCommerce checkout.

7. NEW SANDBOX API INTEGRATED

Test the payment gateway with the new Square API integrated, which enables it to send test transactions from Sandbox Mode and reflect them in the Square Sandbox Account with all the details of the transactions.

8. POS ORDER SYNC

Orders charged through Square Point of Sale will be synced with WooCommerce and seen through the WooCommerce order tab.

9.  SYNC REFUND ORDERS

Refunds given through Square POS will be synced with WooCommerce.

10.  GOOGLE PAY

Enable your customers to make payments through Google Pay.

11.  APPLE PAY

Enable your customers to make payments through Apple Pay.

4.Square Account Connectivity #

  • Now navigate to the Admin Dashboard → Woo-Square.

  • 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 into 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 into 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 → Woo-Square → 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 → Woo-Square → 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; the merchant may want to authorize funds at the time of purchase and capture funds when the item ships from the warehouse; this 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. This will create a customer profile in Square; this profile will hold all the specific customer data like orders, transactions, etc.

f. Logging

The Admin can checkmark the Log debug messages checkbox to enable it. This 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 Zipcode check checkbox to enable it. This 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. This 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. This 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. This 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 can be retrieved 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 → Woo-Square → 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 → Woo-Square → 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).
  • Now you’ll be on the Square Apple Pay settings page
  • 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. 
  • Once done, 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 → Woo-Square → 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 → Woo-Square → Sync Products.

  • Now you’re on the Synchronization of Products Settings page.
a. Auto Synchronize

The Admin can enable Auto Synchronize by selecting the On radio button.

This setting enables override/sync items between WooCommerce and Square. 

There are two options: WooCommerce product Override Square product and Square product Override WooCommerce product. The plugin will synchronize data according to the option selected.

When you select the Yes radio button, all the fields will appear below.

  • You can set the time duration of the products from the dropdown menu in the Auto Sync for each option.

  • The Merging option setting enables override/sync items between WooCommerce and Square.
  • There are two options available, 
  1. WooCommerce Product Override
  2. Square Product Override 
  • Select an option to decide the path of override data of the products, and the plugin will synchronize data accordingly.

  • The Sync Preference option will allow you to select the products which will be auto synchronized.
  • You can select all products by selecting the All radio button.
  • You can select specific products by selecting the Specific Products radio button.

  • If the Specific Products option is selected, a popup will appear.
  • Select the products and then click on the Update button

b. 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 you 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 will appear below.

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

c. 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.

d. 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, choosing 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 → Woo-Square → 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 → Woo-Square → 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.
  • 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 

the product will automatically be synchronized as a Simple Product in WooCommerce.

9.Order Synchronisation #

Back-End Configuration

  • WooSquare order sync is another module in the plugin that enables us to register order ids from both platforms. As the orders are placed, Order IDs from the respective platform will be displayed on a single page, making it easy to keep track of transactions and orders.
  • To enable this module, navigate to Admin Dashboard → WooSquare Plus → Plugin Module.

  • Enable the Order Synchronization toggle button.

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

  • Once this is enabled, an option titled Order Sync is added in the admin panel of WP.
  • Go to Admin Dashboard → WooSquare Plus → Order Sync.

  • Checkmark the Enable Square to WooCommerce Order synchronization checkbox.
  • Enter the Application ID, Access Token, and Location ID of your Square account.

  • Click on the Save Changes button.

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

Go to the Location section to retrieve the Location ID.

  • Now go to your Square account and navigate to the Webhooks section.
  • Click on the Add Endpoint button.

  • Click on the Add Endpoint button.
  • Enter the Webhook Name.
  • Enter the URL link mentioned in the Order Synchronization Settings page in the URL option.

  • In the API Version option, select the latest API version from the dropdown menu.
  • In the Events option, select four events.
  1. payment.created
  2. payment.updated
  3. refund.created
  4. refund.updated

  • Once done, click on the Save button.
  • The Endpoint is created. 
  • Click on the Endpoint to view its details.

  • Click on the More button and click on the Send Test Event button on the Endpoint Details section.

  • A popup would appear on the Send Test Event
  • Select any one event from the dropdown menu.

  • Once done, click on the Send button.
  • Once Send, the code has to return 200, which means that settings are working correctly from Woosquare Plus to Square. If the 200 code is not returned, then check your settings again and test.

payment.created

payment.updated

refund.created

refund.updated

NOTE: Set your permalink at Post name for better best result regarding Send Test Event. 

Go to Admin Dashboard → Settings → Permalinks.

Select the Post name and click on the Save Changes button.

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