TDV Adapter for Square

Build 22.0.8462

Basic Tab

Connecting to Square

Set the LocationId property to specify a default business location. Or, set the LocationId in the search criteria of your query.

To retrieve the Id, query the Locations table after you authenticate.

Authenticating to Square

You can use a personal access token to authenticate to Square or use the OAuth standard. Use a personal token to access your own data or to test through the sandbox. Use OAuth to allow other users to access their own data.

Personal Access Token

Set the OAuthAccessToken connection property to your personal token, which can be obtained by following the steps below:

  1. Navigate to the Developer Dashboard and see Create an OAuth App for creation guide.
  2. Once the app is created, the token is listed on the Credentials tab.

Square Sandbox

Version 2 of the Connect API allows you to test in a sandbox environment. Transactions created in the sandbox are not sent through to card networks, and cards are never charged.

To connect to the sandbox, set OAuthAccessToken to the sandbox access token, which is available alongside your standard personal access token:

  1. Navigate to the Developer Dashboard and see Create an OAuth App for creation guide.
  2. Once the app is created, the sandbox token is listed on the Credentials tab.

In addition to OAuthAccessToken, set Schema to "V2", UseSandbox to "True".

OAuth

OAuth requires the authenticating user to interact with Square using the browser.

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Build 22.0.8462