Introduction

Contacts can conveniently place orders and pay for purchases at various merchants and venues using Square POS. With CRM.COM's Square POS integration, all of these transactions are automatically recorded as Purchase events in CRM.COM, and the contacts' CRM.COM Wallet is credited accordingly.

This article will provide you with step-by-step instructions on how to set up the integration of CRM.COM with Square POS. You will also learn about any necessary configurations required to ensure that you take full advantage of this integration.

Instructions

Square POS Set up

Sign up for Square POS

To get started, create an account on Square POS and obtain credentials for your business if you haven't already done so.

Enable Square POS Integration in CRM.COM

In CRM.COM, from the sidebar menu navigate to Platform > Integrations and set up a new Integration to Square POS. Provide a unique name for the integration and then proceed.

You will be prompted to authorise CRM.COM to automatically initiate this integration point to your business's account in Square POS. 

Open

Authorise CRM.COM to initiate the integration

Once you click "Authorise", you will be prompted to provide your Square POS credentials, email address and password so as to connect to your actual account in Square.

Open

Login to Square POS

An informational message will be displayed once the authorisation process is completed.

Set up Square Locations

Sign in to your Square account and create your business's locations (if any). It is important to note that locations are not mandatory for the integration between CRM.COM and Square to be successful.

Set up Transaction Acquiring Points 

Create Transaction Acquiring Points (TAPs) in CRM.COM for your Business's Merchants and/or Venues and their locations.

Since each TAP is mapped to a Square Location, then make sure that you specify the following information in each TAP:

• Select "POS" as the TAP's type

• Square Location ID must be set in the TAP's code

• Activate the TAP by selecting the "Active" checkbox.

Business Flows

Once the integration between CRM.COM and Square POS is enabled, you can start running your business flows. Make sure that, at this point, you have already set up your Rewards business rules!

1. Contacts register with CRM.COM using an app/portal or through a Mobile pass card using their email or phone as their identifier. Upon registration, contacts also obtain a CRM.COM Wallet. In addition, once registered, contacts are also registered at Square POS as well to enable them to start placing orders.

2. Contacts make orders at various venues, and their orders are created at Square POS (using the Square mobile app).

3. Once every hour, CRM.COM pulls all orders placed at Square POS and logs one Purchase Event for each one of them. The purchase event is evaluated, and contacts are awarded into their CRM.COM Wallet, based on your business’s Reward Offers.