With Postsale’s Square integration, managing your post-purchase tasks becomes much easier. Connect Postsale to your Square account to import your Square orders and take care of everything from shipping to customer communication, all in one place.

Real-World Example

We have a Square account we would like to connect to Postsale so that we can import orders and manage our shipping and post-purchase tasks. We would like to import orders that have already been placed and to have any newly placed orders automatically import into Postsale.

You can do all that and more! Once connected, any time you create a shipping label in Postsale, the tracking and status updates are sent back to Square for you. That means less manual work and a smoother experience for both you and your customers.

This article will walk you through connecting your Square account to Postsale.

Before We Begin

To connect your Square account to Postsale you will need:

• Your Square account login email or phone number 
• Your Square account password

Connect Postsale to Square

3. Select Square.
   
   
    
4. Click the Log In button.
   
   
   
   You will be redirected to the Square login page.
    
5. Enter your Square account email address or phone number. Then, click Continue.
   
   
    
6. Enter your Square account password. Then, click Sign in.
   
   
    
7. If prompted, follow the steps to verify your Square account.
   
   
    
8. Click Allow so that Postsale has permission to:

• Import orders from your Square account
• Send updates, such as tracking and shipment information, back to Square
• Import customer information related to your orders from Square
• Access your item library including items, images, prices, and discounts
  
  
  
  You will be automatically redirected back to Postsale.
   

9. Expand the Location drop-down and select the location from which to import orders.
   This option is only displayed for Square accounts with multiple locations. If your account does not have multiple locations, skip to step 10.
   
   
   
   

   Multiple Square Locations

   Have multiple locations configured in Square? Add each location as a separate store.
   
   The great thing is that orders for each location will be imported into individual stores in Postsale, helping to keep your Square orders organized. 

    
   
    
10. Select the number of days (1 - 7) of order history to import into Postsale from the Days Back drop-down menu. Then, click Next. 
    
    Uncheck the Download Historical Order Data checkbox if you do not wish to import any order history.
    
    
    

    Double Check Historical Order Data

    To prevent duplicate shipments, carefully review all order statuses shown in the Online Status column, as some orders may have already been shipped outside of Postsale.

     

11. Verify that you wish for Postsale to perform the following actions automatically. Then, click Next.
    
    
    • When an order is first imported
      • Set the order's status to [select the status from the drop-down menu]
      • Enable this option to specify what the local status of the order should be set to when order's are imported for the first time. With this option disabled, the order's local status will be blank when imported.
    • When a shipment is processed
      • Set the order's status to ‘Shipped’
      • Upload the shipment information to Square
    • When a shipment is voided
      • Set the order's status to ‘Voided’

12. Enter a name for the store into the Store Name field.
    
    • The store name you enter will be considered the Order Source in Postsale
    • The store name will be displayed in the Source column on the Orders Grid
    • Use the store name as the Order Source when creating Advanced Searches for orders associated with this store

13. (Optional) Click the Logo tile. Then, select an image file (png or jpg) from your computer.
     
    • Postsale supports JPEG and PNG files with a recommended size of 3 MB or less.
    • Larger image files will be reduced to the maximum file size of 3 megabytes when uploaded.
    • The image will be uploaded and become the logo for this store. 
    • The logo will automatically display in Postsale templates that include a logo, such as the Invoice with Logo template. 
    • Learn about editing an image in Postsale 

14. (Optional)  Click Add Store Address to add a unique Ship From address from this store.
    Learn how to configure your Default Shipment settings so that the Store Address is automatically selected as the Ship From address for your shipments.
    
    
    
    Once entered, the address is displayed.
    
    

    

15. Click Finish.

Your store is added and is displayed in the list of stores. 

Historical orders will be automatically imported into Postsale based on the number of days you selected in step 10.

Good To Know

• Square sends the Transaction ID, not the Square order number, to Postsale. The Square Transaction ID is shown in the Order # field in Postsale.
• Square does not send Payment information to Postsale as part of the order information.
• After a label is created, Postsale sends the tracking number, the carrier and service used for the shipment, and the ship date to Square.