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 Early Access customer. The Customer must provide Square credentials to the Paylocity Tech Services Representative while on the call. 

• 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 to the Square app. If the Square app is not in the My Apps screen, see Add App to MY APPS. 

• Step 4: Click Connect. 

• Step 5: The Connecting Square pop-up window will appear. Click the Connect button. This will redirect you to Square in order to authenticate the connection. 

• Step 6: You will be taken to the Square Sign In page. Enter the credentials provided by the  customer. 

• Step 7: Click Sign In. This will take you back to Cloudsnap.

• Step 8: Once in Cloudsnap, you will see the Select Instance of Square screen. Select Square from the drop-down menu. 

• Step 9: Click the Save and Test button. 

• Step 10: Cloudsnap will test the connection, and you will see a message indicating success or failure.
  • • 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, and repeat Steps 4-9.