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
2. Scroll down to the bottom and check off All users are age compliant with my industry? Then click Update Connection to save
3. 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!
Use AIQ's last backup - Turn this on to freeze your data from this source from the last audience run and discontinue hitting the sources API for new data. DO NOT TURN ON UNLESS SWITCHING POINT OF SALE SYSTEMS AND WANT TO KEEP HISTORIC DATA
Send Text double-optins if imported after: X Date - recommend turning this on after going live with new sign ups. This will trigger an SMS request to join your texting list to be sent to any phone number that is not currently opted in or previously opted out (message shown under SMS defaults). Note: If you remove this setting in the future it will delete loyalty status for customers that did not use a signup form!
Turn on loyalty membership if contact is synced from this source after: X Date - this will auto enroll any persona sourced from Square as a loyalty member regardless of signup on a form, meaning they can begin to accrue points.
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: