Integration With Square Payment Service

With this system, individuals and entrepreneurs in the US, Canada, Japan and Australia can accept debit and credit cards on their iOS or Android smartphone or tablet.

Step 1. Set Up Integration in Your Square Account

For integration with service go to your Square account (Register a new account you can here).

Open Application dashboard and click New Application (or Create Your First Application, if you have created a new Square account

Enter the name of your application.

Agree to the Terms of Use of Square and click Create Application. Click on the newly created application.

On the Credentials tab copy Application ID and Personal Access Token from Credentials and Sandbox modes.

On the Locations tab copy Location ID from Credentials и Sandbox modes.

Step 2. Set Up the Payment Method in Flowlu

  • Go to System settingsFinance Payment Methods and click «Create» button. In the opened form select Square option.

  • In step 2, specify the system name of the payment method, for example, Square, the button name (it will be displayed when viewing the invoice online) and, if necessary, the description of the payment method as an explanation for your portal users.
  • Specify from which organization you will issue the invoices using this payment method. Organizations are created in the Flowlu settings, in the same section.
  • Choose the type of payer, depending on who you will issue the invoices to. There can only be contacts from CRM (individuals), only companies (legal entities) or both.
  • In the Sort column specify the numerical order in which the button will be displayed. The smaller the number, the higher in order the button of payment through this payment system will be displayed. It is relevant if you plan to use several payment systems.
  • In stage 3, insert the previously copied Application ID, Personal Access Token, Location ID 
  • Leave the Account type switch in the Sandbox position and click the Next button:
  • In step 4, select the Publish payment method option and save. The integration setup is complete.
  • Step 3. Test the Payment Method

    To conduct a test payment, create an account from the organization specified in the method settings and select the client account.

    Copy the external link and follow it. In the invoice the Square button will appear, through which you can make a test payment.

    To make a test payment use the following test data:









    After successful testing of online payment, activate your Square account in the payment method settings:

    And set the Radio button to Credentials option. Save the changes.

    The integration setup is completed, now you can accept payment online through the payment system Square.