Connect Square with Craftybase
Learn how Craftybase imports your Square data.
This article will guide you through how to connect to Square, and what types of data we can import into your Craftybase account.
Square is a mobile payment company that offers a suite of business software, point-of-sale (POS) systems, payment hardware products, and small business services.
Connect to Square
It is recommended that you always create your products on Square where possible and then import them to create as products in Craftybase. This means that your external references will be correct from the start and you will not need to do any merging between your manually created products and imported ones.
Alternatively, it is possible to create your products on Craftybase first if this works best for you. Once you have your product created on Square you should then import it to create the new one in Craftybase. Be aware that this will create two versions of your product as the importer will not yet know about your manually created product.
From here, you will then need to merge together the two products so that all orders and purchases are under the correct product. All imports after that point will know to associate new sales and expenses with the correct product, so this will be a one-time task.
Square Items
Square Orders
Square Order State
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Imported to Craftybase?
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Marked as Paid?
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Marked as Shipped?
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Notes
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OPEN
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Yes
|
-
|
-
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Orders that have this status can be fulfilled and payment can be processed. |
COMPLETED
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Yes
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Yes
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No
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This status is when the Order has been sent to the customer. It does not indicate if the order has been physically shipped.
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CANCELED
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Yes
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Yes
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No
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When an Order is imported with this status, it will be
automatically cancelled in Craftybase.
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Shipping
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
Square Variants
Square Item Variants (otherwise known as "Price Points") are imported into Craftybase as Variation Attributes.
As Square allows for only one attribute per product, your variation attributes will be imported with a default label of "Variant" (this can be changed by you after the import to a label that better represents the attributes).
For the example above created on Square, the Product would be imported 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 better represent the group of values. 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 imported 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
Square Modifiers
Craftybase will import Square Modifiers as notes on each Order Line Item imported 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.
Square Fees
Custom Amounts
Square Tips
Square Variable Pricing
Exporting to Square from Craftybase
Our automatic sales channel integrations support only one way importing 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 import feature to move the products into Square. Details about the Square CSV importing can be found here: