[New feature] Spend X Get Y – now with tiered rewards! ⭐️

Shopify Square Payment Integration: How to Integrate Shopify with Square POS

5 minutes

Shopify stores face an issue like any other e-commerce site: making the most of customer payments. However, transaction fees and limited payment options can make it challenging for customers to follow through on their purchases. That is why using one of the best payment processors in the world can help your e-commerce site get the most out of its unique value proposition.

In this article, we’re going to look at how the Shopify Square integration can provide your e-commerce site with an advantage over Shopify’s native payment process and other third-party payment systems. Also, we’re going to look at how you can achieve Shopify Square integration without the need for any complex coding.

So, sit tight because we have lots of useful tips and guidelines coming your way!

What Is Square Payments?

Square Payments is a financial technology company that provides a range of payment and point-of-sale (POS) solutions to businesses of all sizes. The company was founded in 2009 by Jack Dorsey, the CEO of Twitter.

Square Payments offers a range of hardware and software solutions, including Square Reader, which allows merchants to accept credit and debit card payments using a mobile device, and Square Stand, which turns an iPad into a full-featured POS system. Square Payments also offers software solutions for managing inventory, tracking sales, and generating reports.

One of the key advantages of Square Payments is its ease of use and accessibility. The company offers a simple, transparent pricing model with no hidden fees. Its products are designed to be user-friendly and intuitive. This feature makes it a popular choice for small businesses and independent contractors who want to accept payments on the go or set up a low-cost POS system.

Square Payments has become a major player in the financial technology industry, and its products and services have helped millions of businesses streamline their payment processing and grow their operations.

What Are Square’s Key Features?

Square Payments offers a variety of key features and services that make it a popular choice for businesses of all sizes. The following are Square Payments’ main features and benefits:

#1: Payment processing

Square Payments allows businesses to accept credit and debit card payments, as well as mobile wallet payments like Apple Pay and Google Pay.

#2: Point-of-Sale (POS) solutions

Square Payments offers a range of POS solutions, including hardware like Square Reader and Square Stand and software like Square Point of Sale (POS). These tools make it easy for businesses to accept payments, manage inventory, and generate reports.

#3: E-commerce solutions

Square Payments also offers e-commerce solutions for businesses that sell products online. The company provides tools for creating online stores, processing payments, and managing orders.

#4: Invoicing

Square Payments allows businesses to create and send customer invoices and track payment status in real time.

#5: Financial services

Square Payments offers various financial services, including business loans, payroll processing, and tax services.

#6: Customer management

Square Payments provides tools for managing customer information, tracking sales, and generating reports to help businesses better understand their customers and improve their operations.

On the whole, Square Payments offers a comprehensive suite of tools and services to help businesses streamline their payment processing, manage their operations more efficiently, and grow their businesses.

Does Shopify Integrate with Square Payments?

When considering the question, “can Shopify integrate with Square?” you will be happy to know they do.

Shopify integrates with Square Payments, allowing businesses to easily accept credit card payments and manage transactions on their Shopify store using Square as their payment processor.

To use Square Payments on a Shopify store, the store owner needs to set up a Square account and link it to their Shopify store. Once the Shopify and Square integration is complete, customers can pay for their purchases using credit cards, debit cards, and mobile wallets such as Apple Pay and Google Pay, all processed through Square.

What Is Shopify Square Integration?

Shopify Square integration is a feature that allows merchants to accept payments from customers using Square as their payment processor on their Shopify store. By integrating Square Payments with Shopify, merchants can manage their online transactions alongside their in-person transactions, all through the same Square account.

To set up the Shopify Square integration, merchants need to have both a Shopify account and a Square account. They can then connect the two accounts by enabling the Square Payments feature in their Shopify admin panel and entering their Square account credentials. Once the Shopify Square integration is complete, Square becomes one of the payment options available on the Shopify checkout page.

When a customer purchases on the Shopify store and chooses to pay with Square, the payment is processed through Square, and the funds are deposited directly into the merchant’s Square account. Merchants can also view and manage their Square transactions alongside their Shopify transactions within their Square account.

What Are the Benefits of Shopify Square Integration?

The benefits of Shopify Square integration are numerous. They can help businesses streamline their payment processing and improve their overall operations. Here are the key benefits of the Shopify Square Integration:

#1: Centralized payment processing

With Shopify Square integration, businesses can manage online and in-person transactions through the same Square account. This feature provides a centralized payment processing system, making it easier for businesses to reconcile transactions and track.

#2: Consistent user experience

By using Square as their online and in-person payment processor, businesses can provide a consistent user experience to their customers. Customers will be familiar with the Square payment interface, making the payment process smoother and more reliable.

#3: Competitive pricing

Square offers competitive pricing for payment processing with no hidden fees. By integrating with Square, businesses can take advantage of these rates and save money on payment processing fees.

#4: Security

Square is a secure payment processor that complies with industry standards for data security. By integrating with Square, businesses can keep their customers’ payment information safe.

#5: Versatile payment options

Square supports various payment options, including credit and debit cards, mobile wallets, and gift cards. By integrating with Square, businesses can offer their customers a range of payment options, making the payment process more convenient and accessible.

As you can see, the Square integration with Shopify offers several benefits your Shopify store can take full advantage of. In particular, automating and expediting payment processes gives your customers a great shopping experience.

Grow your sales with high-performing deals.

How to Achieve Square and Shopify Integration?

To achieve Square and Shopify integration, you will need to follow these steps:

Step #1) Set up a Shopify account. If you do not have a Shopify account, you must sign up for one.
Step #2) Set up a Square account. If you do not have a Square account, you will need to sign up for one.
Step #3) Enable Square Payments in Shopify. Go to “Settings” in your Shopify account and select “Payment Providers.” Find “Square” in the list of payment providers and click “Activate.”
Step #4) Connect Square to Shopify. Once Square is activated, you must connect your Square account to Shopify. To do this, you will need to install a third-party app to integrate both platforms. Check out the Shopify App Store for a suitable Square Shopify integration app. There are various options to consider outside of the Shopify app store.
Step #5) Configure payment settings. Once you’ve set up the Shopify square integration app, you can configure your payment settings to control how Square payments are processed. For example, you can choose whether to allow partial payments, enable tipping, or enable automatic refunds.
Step #6) Test your Shopify Square integration. Once your Square and Shopify integration is set up, you should test it to ensure everything works correctly. Make a test purchase on your Shopify store and confirm that the payment is processed through Square and that the funds are deposited into your Square account.

How to Integrate Shopify into Square Using an App from the Shopify Store?

To integrate Shopify into Square, you can use the Square Sync app by RAKT. This Shopify Square integration app lets you sync your Shopify store inventory with Square in real-time. You can achieve this through various locations, saving time and reducing order cancelations and inventory mismatch. With Square, you can transfer products, images, SKUs, barcodes, pricing, categories, and variants.

Here’s why we love this Shopify Square integration app:

Streamline Inventory by automatically syncing products and inventory with Square.
Import/export products with images, SKU, barcode, price, category, and variants.
Multi-location support all sync all your inventories across all your warehouses.
Product syncing enables your store to push products automatically to Square.
Customer syncing enables your store to sync customers between Shopify and Square.
Get a seven-day free trial. The Silver plan begins at $29 a month.

How to Integrate Shopify into Square Using a Third-Party App?

Some third-party Shopify Square integration apps are available to help you integrate the Square payment gateway in Shopify. Let’s take a closer look:

#1: Zapier

Zapier is an app to integrate Shopify and Square payment processing systems. Shopify merchants to can automate various workflows related to their Square transactions.

With Zapier, merchants can create automated workflows (or Zaps) that trigger actions based on events within their Square transactions. For example, merchants can create a Zap that automatically sends a notification to their team whenever a new payment is processed through Square on their Shopify store.

Merchants can also use Zapier to create Zaps that automatically add new Square customers to their Shopify store’s customer list or to add new Shopify customers to their Square customer database. Other possible Zaps include automatically creating new invoices in Square when new orders are placed on Shopify or automatically syncing inventory levels between the two platforms.

Zapier can help merchants streamline their operations, save time, and reduce the risk of manual errors. It also enables merchants to get more out of their Square and Shopify investments by creating more powerful, automated workflows that integrate the two platforms.

Here’s the Shopify Square integration process:

Create a Zapier account.
Authenticate both Shopify and Square accounts through Zapier.
Trigger the integration from either Shopify or Square.
Follow the integration process.
Select data to sync from one platform to another.
Zapier paid plans start at $29.99 a month.

That’s all there is to it! Check out Zapier’s free options before committing to a paid plan.

#2: Xplenty

Xplenty (marketed under the name integrate.io) is a cloud-based data integration platform that enables businesses to extract, transform, and load (ETL) data from various sources into a destination system. Xplenty provides a drag-and-drop interface allowing non-technical users to easily create ETL pipelines without requiring coding or scripting knowledge.

With Xplenty, businesses can integrate data from various sources, including databases, APIs, cloud storage services, and more. Xplenty supports a wide range of data destinations, including cloud data warehouses like Amazon Redshift, Google BigQuery, and Snowflake and popular business intelligence tools like Tableau, Looker, and Power BI.

Xplenty’s platform includes a range of data transformation tools, including data mapping, cleansing, and enrichment, enabling users to manipulate their data before loading it into the destination system. Xplenty also offers scheduling, monitoring, and error-handling capabilities, allowing users to automate and manage their ETL pipelines easily.

Here’s the Shopify Square integration process:

Create an Xplenty account.
Authenticate both Shopify and Square accounts through Xplenty.
Trigger the integration from either Shopify or Square.
Follow the integration process.
Select data to sync from one platform to another.
Xplenty offers a 14-day free trial.

Please note that Xplenty’s website does not provide specific pricing information. So, contact Xplenty for detailed pricing information.

#3: SKU IQ

SKU IQ is a cloud-based automation platform that enables businesses to automate workflows across various applications and services. With Automate.io, users can create integrations between different apps and automate tasks without any coding or technical expertise.

SKU IQ offers a wide range of pre-built integrations with popular apps and services, including CRMs, marketing automation tools, social media platforms, e-commerce platforms, and more. Users can create “bots” that automate tasks such as lead generation, email marketing, social media posting, and data syncing between different systems.

The platform offers a drag-and-drop interface, making it easy for non-technical users to create and customize workflows. Users can also set up triggers and conditions to create more complex automation. They can monitor their workflows in real time with detailed analytics and reporting.

Here’s the Shopify Square integration process:

Create an SKU IQ account.
Authenticate both Shopify and Square accounts through SKU IQ.
Trigger the integration from either Shopify or Square.
Follow the integration process.
Select data to sync from one platform to another.
Automate.io offers various free plans. Check their specific pricing for paid plans.

Tips for Shopify Square Integration

The following guidelines will help you get the most out of the Shopify Square integration process:

#1: Set up your accounts correctly

Ensure your Shopify and Square accounts are set up correctly and linked together. Ensure you have the necessary permissions and authorizations to access both platforms and set up integrations.

#2: Choose the right integration tool

Choose the right integration tool. Several integration tools are available, including Zapier, SKU IQ, and Xplenty. Research and compare the features and pricing plans to find the one best suits your needs.

#3: Automate carefully

Identify the workflows you want to automate. Determine which tasks you want to automate, such as order processing, inventory management, and payment processing. This process will help you determine which triggers and actions to set up in your integration.

#4: Customize as you want

Customize your integration settings. Choose the right settings for your integration, such as the frequency of data syncing, the types of data to transfer, and the mapping between the two platforms.

#5: Test, test, test

Test and monitor your integration. Test your Shopify Square integration thoroughly to ensure it’s working as expected. Monitor your integration regularly to ensure it’s running smoothly and troubleshoot any issues that may arise.

#6: Do not miss updates

Keep your integration up-to-date. As both Shopify and Square release updates and new features, ensure your integration is updated accordingly to take advantage of new capabilities and maintain compatibility.

Conclusion for Square & Shopify Integration

A smooth Shopify Square integration is easy when you use the right tools for the trade. While creating a specific code of this integration is possible, using an app from the Shopify App store or a third-party app works very well.

So, take the time to explore your options. You will surely find one that fits your goals and budget very well. Don’t miss the opportunity to get the most out of a powerful payment gateway tool. Try the Shopify Square integration today.

Grow your sales with high-performing deals.

Best 10 Back-in-Stock Apps for Shopify: Never Lose Any Sales Again!

Shopify Capital: Review & Eligibility (Pros & Cons)

Published on March 30, 2023
Topics: Sales and Conversions

[New feature] Spend X Get Y – now with tiered rewards! ⭐️

Why PickyStory?

Discover PickyStory conversion platform

Get inspired from industry leaders

Connect your tools

Main tools

Create custom high-converting bundles

Make irresistible offers at key moments

Intelligent cart to boost revenue

One-click upsell to increase every order

Read how PickyStory helped industry leaders

By use case

Increase your Average Order Value

Customize your customers’ journey

Sell while auto-syncing inventory

By category

See PickyStory in action

Discover

See PickyStory in action

Learn how to increase sales

Get inspired from industry leaders

Check the news from PickyStory

Get support & connect

Read product documentations

Enable your merchants with PickyStory

Ultimate guides

Get insight on how to create high converting bundles

Reveal the power of an intelligent cart in your store

Start offering in checkout pages with One-Click Upsell

The ultimate bundles guide

Shopify Square Payment Integration: How to Integrate Shopify with Square POS

Table of Contents

What Is Square Payments?

What Are Square’s Key Features?

#1: Payment processing

#2: Point-of-Sale (POS) solutions

#3: E-commerce solutions

#4: Invoicing

#5: Financial services

#6: Customer management

Does Shopify Integrate with Square Payments?

What Is Shopify Square Integration?

What Are the Benefits of Shopify Square Integration?

#1: Centralized payment processing

#2: Consistent user experience

#3: Competitive pricing

#4: Security

#5: Versatile payment options

Grow your sales with high-performing deals.

How to Achieve Square and Shopify Integration?

How to Integrate Shopify into Square Using an App from the Shopify Store?

How to Integrate Shopify into Square Using a Third-Party App?

#1: Zapier

#2: Xplenty

#3: SKU IQ

Tips for Shopify Square Integration

#1: Set up your accounts correctly

#2: Choose the right integration tool

#3: Automate carefully

#4: Customize as you want

#5: Test, test, test

#6: Do not miss updates

Conclusion for Square & Shopify Integration

Grow your sales with high-performing deals.

MOST POPULAR

Platform

Main tools

By use case

By industry

Resources

Company

PickyStory is the complete e-commerce upsell platform. PickyStory enables e-commerce brands to make personalized offers by helping customers to discover more products.

Not enough sales?

Capture every drop of revenue with PickyStory's complete upsell platform.

See the MAGIC Live

Frequently Bought Together

Present bundles of products that are frequently purchased together, simplifying the decision-making process for your customers

What is Frequently Bought Together?

It is a recommendation scenario that suggests additional products to the shopper, which are often purchased by other customers in conjunction with the item they are currently viewing or considering purchasing.

Why are brands using it?