Connecting to Square

Import data

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.

Prerequisite 

You must have following details to configure and import data using Square:

• Square Account
• URL
• API key.

note

You can refer to the Square Setup Guide document to learn more about the Prerequisites.

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. 

 

3. 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. 

4. Click Next. 

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.

2. Enter the Display Name to identify your Dataflow. 
3. In the Description box, you can enter an explanation of the connector.  
4. Click Next. 

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. 

3. 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.
Name	Displays the file name that you have imported.
Table Name	Displays the imported table name.

4. Click Save to apply the changes. 

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. 

 

Item	Description
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 to	Then
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.

Setup guide

Overview

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

Prerequisite

You must have an active Square account.

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.

4. Click Manage in My Applications page.

The Application page appears.

Finding the API key

1. Click Credentials in the application list.
2. Click Show on Access token text area to find the API key.

note

A Personal Access Token grants access to all your Square information and should be kept confidential.

Locating the URL

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

3. Click Save.

Next step 

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

ERD