Square – NetSuite quickstart integration template

The Square - NetSuite quickstart integration template (NA | EU) lets you integrate Square with NetSuite. The integration template comprises a set of pre-built integration flows. These flows help you sync items, customers, orders, refunds, and sales between Square and NetSuite.

Supported integration flows

The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Square to NetSuite

NetSuite to Square

Gather your credentials

Before you begin

Keep your Square and NetSuite account credentials ready:

• Square – verify APIs and Authorization
  • Before you set up a Square connection below, ensure that you have the API and authentication details for your Square app.
  • Refer to the Square help documentation to learn more about APIs and Authorization.
• NetSuite – verify APIs and Authorization
  • Before you set up a NetSuite connection below, ensure that you have the API and authentication details for your NetSuite app.
  • Refer to the NetSuite help documentation to learn more about APIs and Authorization.

Install the Square – NetSuite template

• From the integrator.io Square Marketplace options, select the NetSuite template and click Install.
• Review the template’s contents and ReadMe and click Install now to begin.
• Add your credentials and install the NetSuite integrator.io bundle (bundle ID: 418445).
• Install the template.

Configure the Square – NetSuite flows

Additional record mapping is required to integrate the template’s exports and imports with your Square and NetSuite apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule each flow.

Square customers to NetSuite customers

This integration flow syncs customers between Square and NetSuite.

Setup instructions

1. Add subsidiary mappings as required in the NetSuite customer’s import flow.
2. Configure the mappings for Individual, Status (InternalId), Custom Form (InternalId), and Address Book: Replace All Lines as required.

Import NetSuite customers field mappings

Square orders to NetSuite Sales orders

This integration flow syncs orders between Square and NetSuite.

Setup instructions

1. Add subsidiary mappings in the NetSuite customer’s import flow.
2. Configure mapping for Individual and Address Book: Replace All Lines as required in NetSuite customers' import flow.

Import NetSuite customers import mappings

Import NetSuite sales orders

Square refunds to NetSuite cash refunds

This integration flow syncs Square refunds to NetSuite cash refunds.

Setup instructions

1. Configure the mappings for Account and Location in the NetSuite import as required.
2. Configure dynamic lookup for celigo_nlobjTransformId in the NetSuite import as required.

Import NetSuite cash refunds

Square sales to NetSuite cash sales

This integration flow syncs Square orders to NetSuite cash sales.

Setup instructions

1. Configure the location_ids in the search parameters for the Get Square orders export in the Square search orders record type.
2. Configure the mappings for the Location (InternalId), Order Type (InternalId), Items: Tax Code (InternalId), and Account in the NetSuite import.

Import NetSuite cash sales

NetSuite items to Square items

This integration flow syncs NetSuite items to Square items.

Setup instructions

1. Configure mappings for object.type, object.item_data.variations[*].type, object.item_data.variations[*].item_variation_data.pricing_type, object.item_data.variations[*].item_variation_data.price_money.currency as required.

Import Square items

{{round [Last Purchase Price]}}