Connect Square with Craftybase

Learn how Craftybase pulls your Square data.

In this article, we'll cover:

Connecting your Square store to Craftybase
Pulling your Square items
Pulling your Square variants
Pulling your Square orders
Pulling Square sales generated via Point Of Sale (POS)
Handling your Square modifiers
Handling your Square fees
Handling your Square custom amounts
Handling your Square tips
Handling Square products with variable pricing
Handling your Square Locations Data
Exporting to Square from Craftybase
FAQs

Square is a mobile payment company offering business software, point-of-sale (POS) systems, payment hardware products, and small business services.

Our Square ➝ Craftybase integration allows you to pull your products and orders data from this platform to ensure that your inventory levels are always automatically factoring in sales from this source.

Connecting your Square store to Craftybase

To connect your Craftybase account with Square, you'll want to follow the instructions in our guide here: Connect your Square Integration.

Pulling your Square items

Square Items will be pulled as both Products and Listings in Craftybase. More details on the rules we apply can be found here: How does Craftybase pull products from my Integrations?

If your Square Item already exists in Craftybase from a prior data pull and you have made changes on Square since the pull, you'll notice that no details will be changed on the linked product. Your product can be linked to many different listings across different Integrations.

Pulling your Square variants

Square Item Variants (otherwise known as "Price Points") are pulled into Craftybase as Variation Attributes.

As Square allows for only one attribute per product, your variation attributes will be pulled with a default label of "Variant" (this can be changed by you after the data pull to a label that better represents the attributes).

For the example above created on Square, the Product would be pulled as "Cats Skirt," and a Variation Attribute of "Variant" would be created with 3 values: 0-1 years, 1-2 years, and 2-3 years.

From here, you can edit your Variation Attribute to change the label to represent the group of values better. For the example above, you could rename Variant to Size. (Note: this will not update your label on Square, it will only be used within Craftybase to describe the Square variant)

Square Item Modifiers are not pulled as variation attributes. Instead, they will be added to the notes section of any orders that have the modifier applied.

More information about Square Variants can be found in the Square documentation article: Item Variants or Price Points.

Pulling your Square orders

We apply the following logic depending on the current state we find on the Order:

Square Order State	Pulled into Craftybase?	Marked as Paid?	Marked as Shipped?	Notes
OPEN	Yes	-	-	Orders that have this status can be fulfilled, and payment can be processed.
COMPLETED	Yes	Yes	No	This status is when the Order has been sent to the customer. It does not indicate if the order has been physically shipped.
CANCELED	Yes	Yes	No	When an Order is pulled with this status, it will be automatically canceled in Craftybase.
DRAFT	No	No	No	This status is when orders are created within a system before they are finalized and processed as actual sales.

Pulling Square sales generated via Point Of Sale (POS)

Once you have your connection in place, the Square integration will pull all sales that have been created as Orders in Square POS.

It's important to note that Invoices are NOT pulled at this time.

Any transactions that do not contain itemized line items will not be pulled. This includes most 3rd party payments from unsupported integrations.

Handling your Square modifiers

Craftybase will pull Square Modifiers as notes on each Order Line Item pulled from Square but will not create these as variations in their own right. It is recommended to instead use Square Variants to track your variations as these will be automatically converted and tracked as Craftybase Variations.

Handling your Square fees

Square fees are pulled automatically during the shop data pull process alongside your orders. The app checks for any generated fees within the specified date range.

A list of the fees we currently handle is as follows:

Square Processing Fees: These are fees directly related to processing a sale via Square and are thus directly related to the Order in which the sale is listed. These fees are pulled into Craftybase as a Commissions & Fees expense line item.
Shipping Fees: We do not pull any shipping fees (i.e., shipping carrier costs) at this time.

If shipping has been charged to the customer, it will appear in your order totals.

Square also has a guide on how to set up shipping on their platform that you can use for further reference: Set Up Shipping Areas and Rates with Square Online.

Handling your Square custom amounts

With Square, you can either create an order using the items in your Square store or charge the customer an amount directly without any items. This is registered in Square as a Custom Sale Amount and will appear when pulled in Craftybase as an order line item linked to a Custom Amount product.

Orders processed via a third-party site (such as BigCommerce) will also be pulled as Custom Amount items, as this is recorded within Square.

If you want to associate the Custom Amount order line item with a different product within Craftybase, you can do this via the Edit Order form. In the search box for the product where Custom Amount is displayed, search and select the product you would like to associate the order with and then save the order. Detailed steps can be found in our help article: How do I associate an order item with a different product?

If your order quantities or unit costs need to be changed, you can either create a new product with a different sales quantity or, alternatively, you can copy the order to make it editable and then delete the pulled version.

Handling your Square tips

Craftybase removes any Tip Amounts applied to orders before pulling them from Square.

Handling Square products with variable pricing

Products with variable pricing set up in Square will be pulled with a base price of 0.

Handling your Square Locations Data

At this time, Square location data is not pulled into Craftybase. This means location-specific information (like stock levels or sales by location) won’t be available directly from Square within your Craftybase account.

Exporting to Square from Craftybase

Our automatic integrations support only one-way data pulling into Craftybase. However, if you have your product list already structured in Craftybase, you could consider using our product export feature to generate your product list into CSV and then use Square's data pull feature to move the products into Square. Details about the Square CSV importing can be found here:

Square Help - Import Items Online

FAQs

Does Craftybase sync stock changes back to Square?

Craftybase doesn’t automatically sync your inventory counts to Square. We, however, plan to expand our feature set to support syncing stock changes back to Square, so stay tuned! Please get in touch with our team, and we'll add you to our contact list for news on this feature.