Square processing is a payment solution that can be integrated into your e-commerce section through a three-step configuration process. This involves adding Square as a processor, implementing their payment form on your website, and configuring the Square account in your campaign settings. Square's integration uses their hosted payment form, which provides PCI compliance and enhanced security.
Step 1: Add Square as a Processor
Go to Merchants > Processors.
Click the New button to create a new processor.
In the Gateway field, select Square.
Click the edit icon (pencil) next to the Gateway field to open the Connect Gateway drawer, and enter your Square Access Token.
Turn off the Test Mode toggle for live merchant accounts.
Enter a Processor Name. open the Settings tab, enter the MID Number and choose the Currency (both are required), then click Save to complete the processor setup.
Step 2: Implement Square Payment Form
Square requires that you use their payment form on your website. This involves:
Payment Form Integration: Implement Square's hosted payment form on your website.
API Integration: Connect your website to Square's payment processing API.
Security Compliance: Ensure PCI compliance through Square's hosted solution.
Step 3: Configure Campaign Settings
Go to CRM > Campaigns > Edit (pencil button) > Processors tab.
Choose the Square processor you configured in Step 1.
Verify the Square account is properly selected.
Save the campaign configuration.