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
Click Go to E-commerce.
Go to Merchants > Processors.
Click the New button to create a new processor.
Choose Square from the processor list.
Enter your Square Access Token in the required field.
Turn off the Test Mode toggle for live merchant accounts.
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.