Integrate Zoho Checkout with Square

Zoho Checkout allows you to integrate with Square, enabling you to manage payment processing efficiently. With this integration, you can collect payments through Square from your customers seamlessly.

Highlights of the Integration

• Accept credit and debit card payments through Square.
• Ensure secure and PCI-compliant payment processing with Square’s fraud detection and encryption technology.
• Accept payments from customers in multiple currencies, including USD, CAD, GBP, and AUD.

Set Up Square

To set up the integration, you must have a Square account. If you don’t have an account already, you can create one and proceed with the integration.

To set up:

• Go to Settings and select Payment Gateways.
• Select Connect with Square.
• Click Connect Now in the pop-up that appears.

You will be redirected to the Square login page.

• Enter your Square credentials and click Sign In.
• Click Allow in the permission page to complete the connection with Zoho Checkout.

Once you have connected to Square, you will be directed to the Square setup page in Zoho Checkout. Here, select the location you’ve set up in your Square account to configure your settings for processing transactions.

On the screen that appears:

• Select your location from the dropdown.
• Click Save.

Now, you can start collecting payments from your customers.

Collect Customer Payments

Associate Square with Your Payment Page

Your customers can pay you through Square if you’ve made it your organization’s default gateway or by associating it under Advanced Setup.

You can associate a payment gateway with your payment page in two ways:

During Payment Page Creation

• Go to the Payment Pages module and create a new payment page.
• Go to Advanced Setup and navigate to Associate Payment Gateways.
• Check Square and click Save & Publish.

You will be able to collect customer payments through Square.

Edit an Existing Payment Page

• Go to the Payment Pages module.
• Select the payment page you want to update the payment gateway for and click the Edit icon in the top right corner.
• Go to Advanced Setup and navigate to Associate Payment Gateways.
• Check Square and click Save & Publish.

Square will be associated as a payment gateway for this payment page.

Receive Payments from Customers

To make a payment via Square, customers have to:

• Enter the required details in the payment page.
• Click the payment button (for example, Pay Now or Proceed to Pay).
• Choose the preferred payment mode and make the payment.

Once the payment is successful, you will receive an email notification regarding the payment made by your customer. The payment details can be viewed in the Payments module. The payment will be settled in your bank account during the next payout.

Manage Square Integration

The various actions you can perform to manage this integration are:

Mark As Default

To mark Square as the default payment gateway for your organization:

• Click the Settings icon and select Payment Gateways.
• Hover over Square and select Mark as Default.

For all payment pages you create in Zoho Checkout, you will receive customer payments through Square.

Edit the Integration

If you would like to change the bank account, enable or disable payment methods, or update your credentials, you can edit the settings.

To edit:

• Click the Settings icon and select Payment Gateways.
• Hover over Square and select Edit.
• Make the necessary changes and select Confirm.

The integration settings will be updated.

Remove

When you no longer want to use Square to receive payments, you can remove the integration. Here’s how:

• Click the Settings icon and select Payment Gateways.
• Select Remove below Square.
• In the pop-up, click Yes to confirm.

The integration will be removed.