Square

Authentication

When you're setting up your first workflow with Square, you will need to create a Credential in order to connect MESA with Square.

To link your Square account, click Connect with Square and enter your login details.

When using any of Square's Triggers (e.g. Customer Updated, Refund Created, Order Created), you will need to create a webhook in the Square Developer Dashboard.

Follow these instructions to set up your webhook in the Square Developer Dashboard.

1. In a new tab on your browser, visit the Square Developer Dashboard: https://developer.squareup.com/apps

2. Sign into your account.

3. Under Applications, click on the Gray plus button if you have not created an app for MESA just yet.

4. Enter MESA Shopify as the Application name.

5. Then, click the Next button.

6. Next, you will be prompted to select what you will be building and who your audience is. Select whichever applies to you or feel free to Skip. 7. Afterwards, you will be taken to the Credentials page. In the left-hand side menu, locate Webhooks > Subscriptions. Click on Subscriptions.

8. Click on Production at the top of the page to toggle the button to Production.

9. Under Webhook subscriptions, click on the Add subscription button.

10. Go back to MESA. Locate your workflow with the Square Trigger and click on Configure.

11. Then, click on the Copy icon next to the Webhook URL field.

12. Go back to the tab with the Square Developer dashboard open.

13. In the Webhook name field, enter the name of the MESA workflow trigger for simplicity.

14. In the URL field, paste the copied Webhook URL.

15. Leave the default API version as selected.

17. Under Events, please select the appropriate event that corresponds to your MESA trigger.

For example, we have selected order.created for MESA's Order Created trigger.

If your MESA workflow starts with a trigger besides Order Created (i.e. Customer Updated, Refund Created) and you are unsure what event in Square corresponds to your trigger, please reach out to our Customer Success team at [e-mail].

18. Once you have selected the event, click on the Save button.

You are all set for that specific MESA workflow with the Square trigger. You will want to do this for every workflow that contains a Square trigger.

Technical Notes

While our Square integration has extensive possibilities to achieve your workflow goals, there are a few important things to be aware of.

• Our integration does not allow you to use Square as a third-party payment provider in Shopify.

• Square orders cannot be automatically created in Shopify and linked with the original Square order when placed via Square. Vice versa, Shopify orders cannot be automatically created in Square and linked with the original Shopify order when placed via Shopify. Limitations between both services and their APIs prevent this currently.