Payment Options | Square - Zoho Forms

Square

If you have selected Square as your payment gateway, you must authorize Zoho Forms account to access your Square account using token-based OAuth authentication.

To configure Square as your payment gateway,

  1. Click on Authenticate to grant Zoho Forms access to connect with your Square account.



  2. In the pop-up, enter OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Select Mode of Authentication

    Note :
    1. For your convenience and easy identification, we suggest providing a meaningful OAuth Name . This name will serve as a reference for you to recognize the OAuth associated with your integration.
    2. Sandbox Authentication is typically used for testing Square API calls without performing real transactions or affecting actual data. Learn more about how to create a Square Sandbox account.
    3. Choosing Production Mode will directly setup an actual working environment of your application where real data and transactions take place.

  3. Click Proceed.
  4. You will be redirected to the Square Login page. Log into your square account using your email and password.
  5. Click Allow to let Zoho Forms to securely access your Square account to make read/write operations while processing payments.

    Click Allow

  6. Once authorized, you can view the authorized Square account in the OAuth Authorized with dropdown in your Zoho Forms Payment field configuration.
  7. To authorize a new Square account, click + New Connection in the dropdown.



  8. In the  Business Location field, you can select the available location from the dropdown menu. Alternatively, you can also set up and manage business locations through the square seller dashboard. This gives you the flexibility to choose from existing location or create new ones to suit your business needs.
  9. The Currency field will be auto-populated to the local currency associated with the business location. You can simply select it from the dropdown.
  10. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
  11. Under Payment Information, you can include Respondent Email Shipping Information and Billing Information from the form fields. This information can be prefilled from the respective form fields and will be used for processing the payment. You can customize your payment Description too.


    Since the Business Location associated with this OAuth is based out of Canada, the currency available to be selected in the dropdown is Canadian Dollars (CAD). 

Note:
    1. Respondent Email and Billing Information will be required to successfully process payments for cards enabled with 3D Secure option.
    2. If you encounter the error message CARD_DECLINED_VERIFICATION_REQUIRED on your screen, it indicates that there is an issue with the payment information. This problem arises when either the Billing Information or Respondent Email fields are not mapped, or their respective values are not provided properly.

Click Done.

When configuring payment gateways, sensitive information like secret keys and tokens are encrypted before they are stored in our database and are never exposed to other third party apps.

Revoke OAuth Access Token

To unlink your Square account from your Zoho Forms account, you can remove the OAuth access token from the Control Panel.
To do so,

 1. In the top-right corner, click the  icon to access the Control Panel.
 2. In the Control Panel, click Access Tokens under Developer Space.



 3. Hover over Square and click the Delete icon.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION











                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • How to use a default value of amount to collect payments?

                                                                                                            Let's all agree!! Online forms make everything hassle-free in business. You can gather any information you need from your customers and Zoho Forms is here to make the process much easier. With Zoho Forms, you can collect payments from customers using ...
                                                                                                          • How to set up a Payment field

                                                                                                            To configure a payment field, Add a Payment field from the Advanced Fields to your form. In the pop-up, select the Payment Gateway from the following list to receive payments: PayPal Standard PayPal Checkout Stripe Stripe Checkout 2Checkout Razorpay ...
                                                                                                          • Overview

                                                                                                            An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                          • 2Checkout

                                                                                                            If you have selected 2Checkout as the Payment Gateway, Enter your Account Number and Secret Word. Select the required Currency in which you wish to receive payments. Enter the Payment Amount. You can either set a fixed amount for payment or autofill ...
                                                                                                          • Instamojo

                                                                                                            If you have selected Instamojo as the Payment Gateway, Under Account Information, enter your Private API Key, Private Auth Token, and Private Salt. Select the required Currency in which you wish to receive payments. Enter the Payment Amount. You can ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources