Popular Integrations

Square

From booking, point of sale enablement, to membership and beyond, Square is a cross-device platform that keeps your practice running.

Overview & Popular Use Cases

The Square integration syncs the following data to your Dewy account upon connection:

  • Historical payments that have Square customers
  • All current Square customers

The integration then syncs payment data and associated Square customers to Dewy every 30 minutes.

You can also sync historical Square payments and customer data on demand.

Implementation

  1. From your Dewy account, click Apps on the left menu.
  2. Search for the Square integration. Then click the Square option to open it.
  3. Click the "Import contacts" button.
  4. A modal window will appear. Click the "Connect" button.
  5. We will redirect you to your Square login page. Enter your login credentials, then click the "Sign in" button.
  6. We will redirect you back to your Dewy account. Click the "Continue" button.
  7. Use the dropdown to select your location and connection type. When finished, click the "Continue" button.
  8. Square location
    The Square location is your store location. You can connect one Square location to one Dewy connection. If you have many Square locations to sync, you can make as many integrations as you need.
  9. Connection type
    If you have an existing Dewy Square connection, make sure to match the location with the connection. If you choose the wrong connection or "Create New," you will likely experience duplicate data. If you are integrating with Square for the first time, select the "Create New" option.
  10. Use the dropdown to map your Square Customer ID to your Dewy External ID. Then click the "Continue" button.
  11. Click the "Active Sync" radio button and type the name of the import into the field provided. Then click the "Finish" button.

Use store location as your import name. This will help you remember which stores are synced to your account.

Managing your Square integration

Once you connect your Square store to Dewy, you can manage the connection anytime, including performing manual historical syncs and disconnecting the integration.

These actions are done on the Square integration page in your account. To get there:

  1. Click "Apps" on the left menu.
  2. Click the "Connected Apps" option.
  3. Click the Square integration.

Perform manual historical syncs

To manually run a historical sync, click the "Imports" tab, then click the "Restart" button.

The following data will sync from your connected Square store:

  • All customers in your Square account, along with any payments that they made
  • All customers in your Square account who have not made any payments
  • All payments made in Square by contacts who already exist in your Dewy account

Clicking the "restart" button will not trigger any automations to run that use the "Makes a purchase" trigger for your Square store, except for orders that your customers placed within 24 hours of the historical sync being run.

Historical data synced is all data from your connected Square store.

Stop syncing data

To stop data from syncing to Dewy, click the "Delete Import" option for your connected store.

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