About the integration app
Square is a point of sale (POS) system where your customers can make a payment for products or services at the store. The Square-NetSuite Integration App automates business management and record-keeping processes. With its pre-built integration flows, the app can manage cash flow and keep orders, customers, payments, and refunds in sync. It combines the Square platform with NetSuite back-office features and eliminates the dual-entry and maintenance between two systems.
For more details on how to install the Integration App, refer here.
The Order section consists of the following three integration flows:
- Square Order to NetSuite Cash Sale: This flow imports order and its associated customer and tender (payment) information from Square to NetSuite, only for the selected locations.
- Square Customer to NetSuite Customer: This flow syncs the customer information associated with an order as a new NetSuite customer record. This sequenced flow is triggered internally during the order flow. The customer record is linked to the cash sale record.
- Square Tenders to NetSuite Custom Payments: This flow syncs the tender related information to NetSuite, only if you enable the flow. This flow creates a custom payment record “Celigo eTail Order Transaction” for every Square tender. The custom payment is linked to the cash sale record. This flow is triggered internally during the order flow.
To understand more about orders, refer to Sync your Square orders.
The “Square Refund to NetSuite Cash Refund” flow lets you sync the Square refund data to NetSuite. It can be partial refunds, full refunds with or without line items. You can sync multiple partial refunds to the Cash Sale record.
To understand more about refunds, refer to Sync your Square refunds.