Square Integration

Order Desk can import your Square orders automatically. This guide goes over how to set up and use the Square integration in Order Desk.

Setup

To begin, click on Manage Integrations from the left sidebar in Order Desk. Under the Shopping Carts tab, find and click to enable Square.

Alternatively, search for Square from the available integration search.

On the next page, either click the green Connect to Square button to log in and give Order Desk access to your Square account:

Integration Settings

Once connected, you can set your integration preferences.

Select Locations

If you have multiple locations attached to your Square account, you’ll see them available to be selected here. Select the locations you want Order Desk to pull orders in from.

Instant Download

If Instant Download is enabled, your orders will immediately come into Order Desk as they are placed. If this setting is disabled, orders will not import instantly but can still be brought in on a regular appointment using the Backup Check Schedule.

Backup Check Schedule

The backup check schedule will tell Order Desk to check for orders on a scheduled appointment. Options are Never, Every 7 Days, Every Day (once every 24 hours), Every Twelve Hours, Every Six Hours, Every Two Hours, Every Hour. When this backup check runs, it will look for any orders that may have been missed and pull them in. This is also useful for stores that need to disable instant download but still regularly pull in their Square orders.

Order Import Delay

Choose a timeframe from when an order is received to when it gets downloaded into Order Desk. When an order is created and ready to be imported, it will not download into Order Desk until the set time has expired. This allows you to make any necessary changes to an order before its imported. Backup Check Schedule should also be enabled when using this setting. 

Download Status

Select the status of the orders you want Order Desk to download from Square.

Fulfillment Status

Select which orders we should download from Square. Please note that the Square doesn’t provide delivery details so we cannot download any delivery orders.

Folder For New Orders

Select the folder where newly imported orders from Square should be placed.

For more information, see the Working with Folders guide.

SKU Type

UID is the default. If SKU is selected, Order Desk will check for the catalog object ID and use the SKU from that.

Sync Inventory

If you want Order Desk to sync your inventory availability back to Square, enable this setting. As inventory counts are updated here, Order Desk will send those numbers to Square to update your product availability there.

Sync Tracking Numbers

If the Sync Tracking Numbers setting is enabled, Order Desk will send the shipment information back to Square automatically as shipments are added to the orders in Order Desk.

Inventory Location Filter

If you only want to download specific orders, you can use the Inventory Location Filter field to specify which ones you want. Enter multiple locations separated by a comma.

The inventory location name must match exactly as it is on your inventory items in Order Desk. When importing new orders from Square, Order Desk will look at the SKUs on the items and compare to the SKUs in your inventory here. Any orders with items for a location that isn't listed in this field will not be imported.

For this to work, your inventory must be added to Order Desk. The inventory Location should be set on each item. For details, please see How to Add Inventory and How to Store Extra Item Details.

Import Orders With No Customer Information

Due to a Square limitation, some orders might be received without customer information. Checking this setting will allow Order Desk to import them anyway.

Manual Imports

You can manually import your orders from Square at any time. You'll see the option to do so on the right side of the Square Integration settings page.

Manually Import Orders

If you want to import orders manually instead of automatically you can do so by entering the order date from which you'd to start downloading and clicking Import Orders.