Info: This extension is available in the following DC: United States (US).

Installation 

1. Go to the Zoho Cliq Marketplace and search for "Square", or install it directly from this link.
2. Choose whether to install the extension for your entire organization or specific teams.
3. Accept the extension's permission requests, and you're ready to go.

Features 

Add orders 

1. To add a new order using the bot menu, navigate to the Square bot.
2. In the message composer, click on the bot actions icon, then select Orders > Add New.
   

1. Open the Square widget and go to the Orders tab.
2. In the top-right corner, click the New Order button.

• Quick charge: When you enable this toggle button, it allows merchants to quickly and easily charge customers a predefined amount. If disabled, each item has to be selected manually. Enable for predefined amounts. If disabled, manually select items.
• Amount: Enter the amount (in USD) for quick charge.
• Items, Variation: Select when quick charge is disabled.
• Cart: Once items and variations are selected, add the quantity of items.
• Lock Cart: Enable when all cart items are finalized and ready to order.
• Customer: Select or add a new customer by providing their name, email, and phone number.

Add products 

1. Open the Square widget and go to the Products tab.
2. In the top-right corner, click the New Product button.

• Product: Enter the name of the product.
• Description: Provide a product description.
• Allow Variable Price: Enable if you want the price to vary; disable for fixed prices.

Add customers 

1. To add a new customer using the bot menu, navigate to the Square bot.
2. In the message composer, click on the bot actions icon, then select Customers > Add New.
   

1. Open the Square widget and go to the Customer Directory tab.
2. In the top-right corner, click the New Customer button.

• Name
• Contact number
• Email address
• Address
• Cityes.
• State
• Country
• ZIP/Postal code

View orders 

1. To view orders using the bot menu, navigate to the Square bot.
2. In the message composer, click on the bot actions icon, then select Orders > View Orders.
   
   

• Open the Square widget and go to the Orders tab.
  
• You will find all the orders listed in a tabular column with the order ID, Amount, summary, status, and actions where you can update the order.
  

• You can switch location to view the orders from a different location.

• You can also search for an order based on from and to date, state, and fulfilment state.
  
• You can update the status of the order using the Update button.
  

View products 

• Open the Square widget and go to the Products tab.

• You'll find products listed with their name and description.

• Use the Update button to modify product information.
• Search for products by keywords.

View customers 

• To view orders using the bot menu, navigate to the Square bot.
• In the message composer, click on the bot actions icon, then select Customers > View Customers.
  
• The list of all your customers will be posted in the bot.
  
  

1. Open the Square widget and go to the Customer Directory tab.
2. You will find all your customers listed in a tabular format with details such as name, email, contact number, address, and an update button as action to modify any customer information.

3. You can also search for an order based on keywords.

Map channel 

1. Navigate to your developer console in your Square account.
2. Create a new application using the plus (➕) icon.

3. Provide a name to the application and click Next.

4. After creating the application, copy the Access Token.

1. Go to your Square bot.
2. In the message composer, click on the bot actions icon, then select Notifications > Map Channel.
   
3. Paste the Production Access Token here and click Configure.
   
4. Enable the toggle button if you want to notify via bot.
5. Select the channel that you are a part of to receive notifications, select the specific events you want to be notified about, and click Configure.

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