Integration With Square

David Martinez shared this question 3 months ago
Need Answer

Hello! I just created my account over at Square to accept credit and debit card payments. The rep on the phone told me to get with you, IO, to make the integration happen. How do we proceed from here? Thanks!

Comments (9)

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No problem! Just go to Settings--Merchant Services. Here you will see the large Square icon. Click on this and make "active" It will prompt you to log on to your Square account. Then you are set!

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Thanks!

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Done! Can we now add "Credit Card" and "Debit Card" buttons to my Finalize Contract page? Thx!

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It should be there as an option automatically when you enter the credentials.

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Great! I see the "credit" option, but can we add a debit card option also? Or will they just have to use the credit card option for debit cards?

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It's processed as credit online either way, but I've edited the wording on the button for you

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Thanks Cody!

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does the system save credit card info as some customers have stated to run card but do not find a way to without them manually inputting info again? Checking with square but figured I would ask here as well.

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I believe Square may have the ability to save the data, but we do not have this functionality currently integrated into our side. We do allow you to recharge cards via some of our other processors. OpenEdge for instance allows you to recharge the card and/or refund directly through our interface.

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