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Connecting to Square

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Import data

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Overview 

Square is a financial service, merchant services aggregator, and mobile payments company. You can use Skypoint AI’s built-in connector for importing data from Square. This document will guide you through the process of connecting Square to Skypoint AI.

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Prerequisite 

You must have following details to configure and import data using Square: :::note You can refer to the Square Setup Guide document to learn more about the Prerequisites. :::

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Import data using Square connector 

Follow below steps to create a new dataflow for Square import connector:
  1. Go to Dataflow > Imports.
  2. Click New Dataflow.
The Set dataflow name page appears.  Alt text 
  1. Enter a Name to identify your Dataflow.
:::note The name must start with a letter and can only include letters and numbers, with no spaces between them.  :::
  1. Click Next. 
Alt text

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To add Square connector 

  1. In the Choose connector page, select Square connector.
:::note You can use the Search feature to locate the connector. The Square connector is also available under the Ecommerce category. ::: Alt text
  1. Enter the Display Name to identify your Dataflow. 
  2. In the Description box, you can enter an explanation of the connector.  
  3. Click Next. 
Alt text

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To configure Square

Follow the below steps to configure the connection to Square:
  1. Enter your credentials such as API Key and URL to configure with the Square connector.
  2. Click Connect. 
Alt text
  1. After configuration, you can enter the Table Details to process the data.
:::note In the Table Details column, select only the data fields you want to import and process. :::
Item Description 
Purpose Option to assign a purpose (Data, Metadata) for each table. 
Data
Loads customer data. 
Metadata
Loads Metadata. 
NameDisplays the file name that you have imported. 
Table Name Displays the imported table name. 
  1. Click Save to apply the changes. 

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Run, edit, and delete the imported data 

Once you save the connector, the Square connector gets displayed in the list of tables created in the Dataflow page.  Alt text 
ItemDescription
Name Displays the name of the Dataflow. 
Type Displays connector type symbol. 
Status Indicates whether the data is imported successfully. 
Tables Count Displays the number of tables. 
Created Date Displays date of creation. 
Updated Date Displays last modified date. 
Last Refresh Displays the latest refresh date, which updates each time you refresh the data. 
Group by Option to view the items in a specific Group (For example, name, type, status). 
  • Select the horizontal ellipsis in the Actions column and do the following:
If you want toThen
Modify the Dataflow Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow Select Run. 
Bring the data to its previous state Select Rollback. 
Delete the Dataflow Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow Select Run History. 
:::note In the Dataflow, you can view the error message for data import failures from a data source under Run History > Description. :::

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Setup guide

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Overview

This document will help you gather credentials for connecting Square with Skypoint AI.

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Prerequisite

You must have an active Square account.

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To find your App

Below steps will guide you navigate on Square Developer Dashboard:
  1. Log in to your Square account.
  2. Scroll down the All products list.
  3. Go to Settings > App integrations.
Alt text
  1. Click Manage in My Applications page.
Alt text The Application page appears. Alt text

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Finding the API key

  1. Click Credentials in the application list.
  2. Click Show on Access token text area to find the API key.
Alt text :::note A Personal Access Token grants access to all your Square information and should be kept confidential. :::

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Locating the URL

  1. Go to Application page > OAuth.
  2. Enter https://connect.squareup.com in the Redirect URL text area.
Alt text
  1. Click Save.

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Next step 

After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.

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ERD

SQUARE ERD