The General settings in the Square – NetSuite integration app control your Square account name, which locations are active for syncing, inventory handling for serialized and lot-numbered items, and how sales tax is mapped to NetSuite. Configure these settings before enabling any integration flows.
To access general settings, open the Square – NetSuite integration app in integrator.io and go to Settings > General.
General tab
Square Account Name
Displays the Square account name connected to this integration. The integration app assigns a default name based on your Square account on first install. Update this field with a name up to 20 characters. Changes to this field are reflected in flow names, labels, and saved searches in NetSuite.
Select active Square locations
Select one or more Square locations to sync data between Square and NetSuite. The integration flows run only for the locations selected here. Select Refresh to load any locations recently added to your Square account.
Note: You must select at least one location before you can enable any integration flows.
The app supports a maximum of 10 locations per Square account due to API call limits. If you select more than 10, the following error appears: "You can't select more than 10 locations in the Select active Square locations setting." To manage more than 10 locations from a single Square account, add an additional store. See Add an additional store below.
Auto-assign inventory detail to Lot Numbered/Serialized items
When selected, the order and refund flows automatically assign inventory details to any Serialized or Lot Numbered items in the order, which is required to create posting transactions in NetSuite.
- Serialized items: The integration assigns inventory based on the lowest internal ID from the selected location.
- Lot Numbered items: The integration assigns inventory based on the most recent expiration date from the selected location.
The refund flow uses the inventory details from the original Cash Sale record when creating the Cash Refund.
Add an additional store
A single integration app tile supports up to 10 Square accounts (stores), with up to 10 locations per account. If you need more than 10 locations from a single Square account, add a new store.
- Sign in to your integrator.io account.
- Open the Square – NetSuite integration app tile.
- In the top-right, select + Add Square Account.
- Select Configure. You are taken to the Set up connection page.
- Select Save & authorize. You are redirected to the Square sign-in page.
- Enter your Square credentials and sign in.
After the store is added, it appears in the All Square Accounts dropdown.
Tax tab
How would you like to bring sales tax into NetSuite?
Controls how Square tax totals are mapped to NetSuite. The recommended approach is to overwrite NetSuite tax totals with values from Square.
Per-line taxes on transaction enabled in NetSuite
Select this checkbox if taxes are enabled at the line level in NetSuite. To verify this setting in NetSuite, go to Setup > Accounting > Taxes (Setup Taxes).
NetSuite item to track Square tax amount as a line item
Select the NetSuite item used to track the total Square sales tax as a single line item on the sales order. Create this item in NetSuite as a Non-Inventory type before selecting it here.