Linking Traece™ with Square is easily achieved through a simple process. In just a few clicks, you can connect to Square seamlessly and start using the platform right away.
Required User Level(s): Admin only
Connecting to Square
Navigate to your Settings in the top right corner of Traece™
Click on Settings from the left-hand menu
Click on the Embed Settings tab
Click on the Payment Integrations tab
Click Let’s Go to get started
When you are ready to connect to Square, click the button next to the Square Logo
Click on the Proceed Button
If you already have a Square account, click Yes. You will be directed to connect your existing account through the Traece-Square wizard.
If you do not yet have a Square account, click No. You will be prompted to sign up for a new Square account. Once you have set up your account, return to the Traece-Square wizard and connect your new account.
When you are ready to connect your Square account to Traece, click Yes.
When you click on Connect via Square, you will be redirected to login to your Square account.
Once you have signed into your Square account, you will see the following message. Click on Allow.
After clicking on Allow, you will be redirected to Traece™. You will see this page:
If you have both Square and Stripe connected to Traece™, your Payment Integrations page will look like this:
Important Note: If you are using Stripe for E-Commerce and Square for Point of Sale, you must select your “Preferred E-Commerce Platform.” Once you have selected your preferred platform, click “Change Preferred Platform”.
You have successfully connected to Square via Traece™!
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