Connect to Square

Overview

This guide will walk you through establishing a connection required for the Square integration. It is divided into two sections.

• Before You Connect
• Establish Connection

Section 1: Before You Connect

Preconditions

• The Square connection requires basic authentication with an email address and a password in Square. The customer must have the administrator role.

Section 2: Establish Connection

Paylocity Tech Services Representative Establishes Square Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on a call with the customer. 

• Step 1: Log in to Cloudsnap at app.cloudsnap.com. On the left menu, click/expand Integration Management.

• Step 2: Click Apps under Integration Management. This will take you to the My Apps screen.

• Step 3: Scroll down until you see the Square application. Click the application icon or anywhere within the row where the Square application is located.

• Step 4: You will be taken to the Square screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate link from the drop-down menu.

 

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open.  

Task 2: Customer Connects to Square

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser and press Enter. It will take you to the Connect Paylocity to Square screen. Click Connect.

• Step 2: You will be taken to the Square Sign In page. Add your email address and password. Then, click Sign in. 

• Step 3: You will see the screen below. This indicates that the credentials have been stored. 

 

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Task 2, Step 3), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Square page in Cloudsnap, follow Steps 1-2 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Square connection has been established, and the connection can be used for Square workflows.
    • If the connection fails, check and correct the Square credentials.