Knowledge BaseConnecting CleaningBiz AI to Square in Order to Collect Payments
Setting Up Square Payment Integration
Description:
Connect your business to Square to accept online payments, manage invoices, and track payment history.
🔧 Steps to Configure Square
1. Navigate to API Credentials or Square Settings
- Go to your Dashboard Page.
- Click on the Payment and Square button in Profile Dropdown.
2. Enter Your Square Credentials
You will need the following details from your Square Developer Dashboard:
- Square Application ID
- Square Access Token
- Square Location ID
3. Save Your Credentials
- Enter each value into the appropriate field.
- Click Save or Connect.
- If the connection is successful, a confirmation message will appear.
4. Available Actions
- You can update the Square Credentials using Update Button
- You can also view payment history and manage Square settings from this section.
💡 Tips
- Keep your Square credentials secure—only business owners or admins should access them.
- If you change your Square credentials, update them here immediately to avoid payment interruptions.