Data + Marketing Integrations
Point of Sale
Square POS
6min
Review our Integration Grid for supported features.
- Ensure you have an active Square POS account with admin access to their dashboard and settings.
- Follow Square’s guide to create/locate your Application ID and Personal Access Token, you will need both to connect with AIQ
- Navigate to Settings > Integrations, search for Square and click the green Connect button.
- Fill out the credentials
- AppID
- Access Token
- After these are filled in, click the green Add Credential button
- Scroll down to the Loyalty section and check off the box next to Required All users from this source have passed an age gate compliant with my industry.
- Lastly, click the green Update Connection button at the bottom of the settings. You have now completed the minimum settings needed to connect your integration!
- Navigate to Settings -> Company Account > Retail Store
- Click Edit on the store you wish you map
- Under Store Mappings you'll see the SquarePOS symbol
- Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
- Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.
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.
- What all can this integration do?
- Pull in contact records, track customer purchases, visualize product information.
- Automatically enroll new customers into your loyalty program
- Send SMS opt in requests
- How long does it take before I start to see my POS data in AIQ?
- Within 24 hours, you should see data populating in AIQ
- How can I confirm that the integration is active and signups are being sent?
- Look under your Personas page in AIQ. The integration is functioning properly if you see "squarepos" under the Sourced from column
- I am getting an account notification that I have unmapped stores, how can I fix this?
- Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the customer. See How to Map a Store above for directions on how to accomplish this.
- Are there any additional settings I can enable?
