Before installing the Square – NetSuite Integration App, perform the following steps:
- Prerequisites | Before You Install integrator.io (20038) bundle in NetSuite
- Configure your NetSuite connection
- Establish your NetSuite connection
Install the app
- Log in to your integrator.io account.
- At the top, click Marketplace.
- Scroll down to click the Square icon.
- 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.
- At the bottom of the integration tile, click Click to continue setup.
Set up the app
The setup of the Integration App is a four-step process.
Step 1: Set up your NetSuite connection
- On the Setup page, next to step 1, click on the Click to Configure link.
- 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: Setup your Square connection
Note: The steps below are supported only in the beta release of integrator.io.
- On the Setup page, next to step 2, click the Click to Configure link.
- In the Authentication Type field, select OAuth 2.0.
- (Optional) Click Configure Scopes. You can verify the permissions. By default, all required permissions are already selected.
- Configure any required advanced and custom settings.
- Click Save & authorize.
- If your connection is saved successfully, you are then redirected to the Square login page. Enter your Square account credentials.
- 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
- On the setup page, click the Click to Install link. You will be redirected to the NetSuite Install Bundles page.
- Click Install.
Step 4: Install the Square bundle
- Click the Click to Install link.
Note: You will be redirected to the NetSuite Install Bundles page. Verify your bundle number as 298223.
- On the Bundle Details page, below Celigo integrator.io, click Install.
- Click Verify now.
You can ask more questions about Square Integration App installation in our community forum.