Connect to Square

To connect with Square, Click on the "Connect with Payment Processor/Add another Payment Processor" link in Setup and choose Square.



If you want to connect to Square Sandbox click on Connect with Square Sandbox, or if it is a Live account click on Connect with Square.

Connect to Square Live Account

To connect with Square Live Account, click on the "Connect with Square" link, and you'll be redirected to the Square login screen as below.



If you are connecting to Square for the first time, you'll see a screen to Allow permission for Breadwinner Payments to do the operations in Salesforce.



Click on the "Allow" button, you'll be redirected back to Salesforce.

Check the connection status on the Setup page.



Connect to Square Test Account

Please note that if you want to connect to the Square Sandbox account, keep the Square sandbox account open in another tab, otherwise you’ll get an Error message like the one below.





Log in to your Square Developer Dashboard using the below URL: https://developer.squareup.com/apps





After Signing in, launch your Sandbox from the Developer Dashboard.





Open the Sandbox you are trying to connect from Salesforce.

Now from the Setup page, Click on the "Connect with Payment Processor/Add another Payment Processor" link and choose Square and then click on the "Connect with Square Sandbox" link.

You'll be successfully connected to the Square Sandbox (opened in the above step).

Check the Setup Page to see the connection status.



Initial Import of Data

As soon as the connection is made, Breadwinner will begin importing data from Square. It may take a while, depending on the volume of data, to completely retrieve this information from Square.