Version 23.4.8843

• Establish a Connection
• More Information

You can use the Square connector from the CData Sync application to capture data from Square and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Square, you first must establish a connection to Square. Follow these steps to connect Square to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Square row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Location Id - Enter the Id for your business location.

   • Use Sandbox - Specify whether you want to connect to a sandbox account. The default value is False.

   • Schema - Select the schema that you want to use. The default schema is v1.

6. Click Connect to Square to connect to your Square account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Square, see Square Connector for CData Sync.