The Square – NetSuite integration app connects your Square point-of-sale system with your NetSuite back office. It automatically syncs orders, customers, payment tenders, and refunds from Square to NetSuite, eliminating manual data entry and keeping your records in sync across both systems.
What the integration does
Square is a point-of-sale (POS) system that lets merchants process in-person payments and manage orders, customers, and inventory. NetSuite is an ERP system used for accounting, financial reporting, and back-office operations. Without an integration, data from Square transactions must be manually re-entered into NetSuite, a process that is slow, error-prone, and difficult to scale.
The Square – NetSuite integration app automates the transfer of transaction data from Square to NetSuite. When an order is completed in Square, the integration creates the corresponding records in NetSuite automatically.
Integration flows
The app includes the following prebuilt flows:
Order flows
- Square Order to NetSuite Cash Sale: Syncs completed Square orders as Cash Sale records in NetSuite. Runs on a schedule and picks up all orders completed since the last run.
- Square Customer to NetSuite Customer: Syncs customer information linked to each order as a Customer record in NetSuite. Triggered automatically by the order flow.
- Square Tenders to NetSuite Custom Payments: Syncs payment tender details as a custom payment record in NetSuite, linked to the Cash Sale. Triggered automatically by the order flow.
Refund flow
- Square Refund to NetSuite Cash Refund: Syncs full or partial refunds from Square as Cash Refund records in NetSuite, linked to the original Cash Sale.
What you need before you start
Before installing the integration app, you need:
- An active Square account with at least one location.
- An active NetSuite account with administrator access, or a role with the required permissions.
- An integrator.io account with a Square – NetSuite integration app license.
How to get started
Follow these articles in order:
- Prepare your NetSuite account
- Set up your NetSuite connection
- Install the Square – NetSuite integration app
- Configure and run the order flows
- Configure and run the refund flow