Square POS
By integrating Square POS with AIQ, businesses can streamline their operations, improve efficiency, and gain valuable insights into their processes
The Square POS integration with AIQ can:
- Pull in contact records
- Track customer purchases
- Visualize product information
- Send SMS opt in requests
- Enroll automatically into your loyalty program
An active Square POS account with admin access to their dashboard and settings.
- Head to your Square account and locate the Developer Dashboard then follow Square’s guide to create/locate your Application ID and Personal Access Token, you will need both to connect with AIQ
- Once you have both of those items pasted, head into your AIQ account and click Settings > Data Integrations and then search for Square
- Click the Connect button and when the slide out opens, paste in your Application ID and Access Token in their respective fields, then click Add Credential
- Scroll down to the bottom and check off All users are age compliant with my industry? Then click Update Connection to save
- You are now connected to AIQ! We will begin pulling data within 24 there will be customer records.
NOTE: Do not enable any Additional Integration Settings on the card unless you have consulted with your Onboarding Specialist and read the descriptions!
How to map a store:
- Navigate to Settings -> Manage store(s)
- Click Customize
3. Under Map store names you'll see the Square symbol
4. Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
5. Click the green Save settings button If nothing appears when you click in the field, the key may have been entered incorrectly and should review the steps above
This process must be replicated if/when a new store is added!
Customers will need to use the Staff App view or their Wallets in order to redeem discounts. Then a staff member will need to mirror that discount in your checkout process. Below is a walkthrough of how redemptions work:
See Integration Settings for more optional settings.
