How do I connect and configure Square Payments?

Connect Square to Paperform

When connecting Square and Paperform, you have the option of creating both Live and Sandbox accounts. Live Mode lets you take payments through your form using Square, while Sandbox Mode lets you test the checkout process without taking actual payments.

Sandbox Mode

1. You'll need to log into Square as your Sandbox account before selecting Sandbox Mode in your Paperform account settings. You can do this by going to the Sandbox test accounts page on the Square Developer site and logging in.
2. If you don't already have a sandbox test account, you can create one by clicking "New sandbox test account," adding a name, selecting a country, and clicking Create.
3. Click the name of your sandbox account, then click "Open in Square Dashboard."
4. With the Square dashboard open, open your Paperform dashboard in another browser tab.
5. Click on the avatar in the top right corner, and go to Account Settings → Account Services. Click the "Connect Square" button and select Sandbox Mode.
6. Follow the prompts to authorize Paperform to have access to your Square account. After authorizing Paperform, you will be returned to the Account Services page and Square will be in the list of connected services.

Once connected, you can use Sandbox Mode to test your form and submissions with Square's test credit cards.

Live Mode

1. In your Paperform dashboard, click on the avatar in the top right corner, and go to Account Settings → Account Services. Click the "Connect Square" button and select Live Mode.
2. Follow the prompts to authorize Paperform to have access to your Square account. After authorizing Paperform, you will be returned to the Account Services page and Square will be in the list of connected services.

Use Square on a form

1. In the form editor, go to Configure → Payments, and choose the appropriate Square account from the list of available payment accounts.
2. Under the "Square location", choose an appropriate location.
3. If you would like to take web payments, choose "Web Payments" for the Square checkout type. If you want to use the Square POS app on your compatible iOS or Android phone, choose "Point of Sales" instead.
4. (optional) If you are using POS, you can select the allowed POS methods.

Gotchas

• The form must have a Price or Product field, or have Custom Pricing Rules enabled to take payments.
• Gift Cards aren't currently supported as a payment method in the Square checkout.
• If you see an error message after clicking to add a Sandbox account, ensure you have the dashboard of the Sandbox account you want to connect open in Square.