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Install the Square – NetSuite Integration App

Gogula R Bhavana
Updated

Before installing the Square – NetSuite Integration App, perform the following steps:

  1. Prerequisites | Before You Install integrator.io (20038) bundle in NetSuite
  2. Configure your NetSuite connection
  3. Establish your NetSuite connection

Install the app

  1. Log in to your integrator.io account.
  2. At the top, click Marketplace.
  3. Scroll down to click the Square icon.
  4. On the Square – NetSuite Integration App tile, click Install. 

Note: If you see the Contact Sales button instead of the Install button, contact your Account Executive to check the status of your Integration App license.

  1. At the bottom of the integration tile, click Click to continue setup.
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Set up the app

The setup of the Integration App is a four-step process.

Configure_4step.png

Step 1: Set up your NetSuite connection

  1. On the Setup page, next to step 1, click on the Click to Configure link.
  2. On the NetSuite Connection (Square Integration App) dialog box, from the Authentication Type field, either select Basic or Token.

For further details, refer to configure your NetSuite connection.

Step 2: Set up your Square connection

  1. On the Setup page, next to step 2, click the Click to Configure link.
  2. In the Authentication Type field, select OAuth 2.0.
  3. (Optional) Click Configure Scopes. You can verify the permissions. By default, all required permissions are already selected.
  4. Configure any required advanced and custom settings.
  5. Click Save & authorize.
  6. If your connection is saved successfully, you are then redirected to the Square login page. Enter your Square account credentials.
  7. On the permissions page, read through all the permissions, and click Allow.
    You will now be redirected back to your integration app.

Step 3: Install the integrator.io bundle

  1. On the setup page, click the Click to Install link. You will be redirected to the NetSuite Install Bundles page.
  2. Click Install.

Step 4: Install the Square bundle

  1. Click the Click to Install link.

    Note: You will be redirected to the NetSuite Install Bundles page. Verify your bundle number as 298223.

  2. On the Bundle Details page, below Celigo integrator.io, click Install.
  3. Click Verify now.
Confirmed.png

You can ask more questions about Square Integration App installation in our community forum.