How to connect Square to ARIQ
Use this guide when an agency connects a client's Square account, or when a business connects its own Square account. The connection is saved on the open project.
Square access tokenWho connects Square
The connection is saved on one project. An agency connects each client from that client's project. A business connecting its own account uses its own project. Both follow the same Connect button.
Sign in to ARIQ with your agency user. Open the client project, then connect that client's Square account. The client does not need an ARIQ login. Use the Square login that can already see that client's data.
Sign in to ARIQ, open your project, and connect the Square account this business already uses. You approve access with that same account.
Connect it inside ARIQ
- 1Sign in to ARIQ.
- 2Open the project this account belongs to. Switch projects from the left sidebar if you manage more than one client.
- 3Open Square from the workspace tabs, or go straight to the Square page.
- 4Click Connect. ARIQ asks for the key from the Square account. Copy it from Square, paste it into ARIQ, and save. The key is stored on this project.
- 5Stay on that project and sync. The page shows live numbers only after this account is connected. Another client's project stays empty until you connect it there too.
On Square, before you click Connect
Do this in the Square account that belongs to the client, or in your own account if this project is your business. Then come back to ARIQ and click Connect.
Open the Square application
Square DeveloperIn the Square developer dashboard, open the application for the seller account.
Copy the production access token
Use the production token if you want live locations. A sandbox token only sees sandbox data.
Connect Square
Paste the token on the Square page. ARIQ lists locations available to that token.
What shows up after the account is connected
Read Square locations and payment activity with a production access token.