This article walks you through installing the Square – NetSuite integration app in integrator.io. Installation is a four-step process: connecting NetSuite, connecting Square, installing the integrator.io bundle in NetSuite, and installing the Square bundle in NetSuite.
Prerequisites: Complete the following before starting installation:
Step 1: Open the app in the Marketplace
- Sign in to your integrator.io account.
- In the top navigation, select Marketplace.
- Find and select the Square tile.
- On the Square – NetSuite integration app tile, select Install.
Note: If you see a Contact Sales button instead of Install, contact your Account Executive to verify your integration app license.
- At the bottom of the tile, select Click to continue setup.
Step 2: Connect your NetSuite account
- On the Setup page, next to step 1, select Click to Configure.
- In the Authentication Type field, select Basic or Token.
- For full setup details, see Set up your NetSuite connection.
Step 3: Connect your Square account
- On the Setup page, next to step 2, select Click to Configure.
- In the Authentication Type field, select OAuth 2.0.
- Optionally, select Configure Scopes to review permissions. All required permissions are selected by default.
- Select Save & authorize.
- On the Square sign-in page, enter your Square account credentials.
- Review the permissions and select Allow.
You are redirected back to the integration app after authorizing.
Step 4: Install the integrator.io bundle in NetSuite
- On the Setup page, select Click to Install next to step 3.
- You are redirected to the NetSuite Install Bundles page. The bundle ID is 20038.
- Select Install.
Step 5: Install the Square bundle in NetSuite
- On the Setup page, select Click to Install next to step 4.
- You are redirected to the NetSuite Install Bundles page. Verify the bundle number is 298223.
- On the Bundle Details page, select Install.
- Select Verify now to confirm the installation completed successfully.
Next step
After installation, configure the general settings and enable your flows. See Configure and run the order flows.