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1.HOW TO CONNECT GRAVITY FORMS WITH SQUARE APPLICATION #

Note: In version 1.6 we have added the feature to connect Square Application with Square  Gravity Forms add-on.

Click the button “Connect with Square” and follow the instruction.

TEST MODE PROCESS

➜ Once you got access in Square then go to https://connect.squareup.com/apps  and follow these steps for Sandbox API:

Square Dashboard ➜ Apps ➜ My App ➜ Go to Developer Portal ➜ Click on New Application

Now enter a name for your application and Create App. The application dashboard displays your new app’s credentials. One of these credentials is the personal access token. This token gives your application full access to your own Square account.

Copy These credentials from Square Dashboard As Shown in Screenshot below ➜ Access tokenApplication id ➜ Location ID

➜ Once you Enable test mode then place above sandbox credentials in Plugin Setting Page and Click on save changes button.

LIVE MODE PROCESS

➜ Go to the Admin panel settings and Click on Connect with Square button

➜ Insert your Square Account credentials to logins.

➜ Once your login permission page will appear. Kindly click on the “Allow” button to proceed further.

➜ You have an authenticated Square account and will land on the API Experts page, here you have the option to get a redirect yourself back to the website.

Once you get connected select the location of your application from the dropdown and click Save Changes.

2.HOW TO SEND GRAVITY FORM FIELD IN TRANSACTION NOTES TO SQUARE #

Open your wordpress dashboard, on left side click on ​Gravity​ and select ​Form​ then choose ​setting​ and click on ​Square

  • On the very bottom you will see ​Form ID​ check on it ​(if you are using multiple form)
  • Select the ​Fields​ you want to sent with transactions (To choose fields press and hold ​ctrl​ button plus select the fields)
  • Note​: There is a limit of 60 characters for transaction Note in Square API, so if you exceed this limit it will automatically ignore

At Last click on ​Update Square Settings
 

3.EMAIL NOTIFICATION #

How to set the Email Notification option for when the Access Token Expires.

The admin will receive an email whenever the Square Application disconnects from the plugin.

Steps:

  • Go to the Admin Dashboard -> Forms -> Select form.

  • Click on the “Settings” tab.
  • Click on the “Square” option.
  • Mark check on the checkbox for “Email Notification.”

Note: An email notification is sent to the admin whenever the OAuth expires, fails, or renewed.

 

SEND CUSTOMER CARD DETAILS IN EMAIL NOTIFICATION

How To Send Details To Admin.

Steps:

  • On Your “form settings” -> Click on “Notifications”.
  • Click On “Admin Email Notification.”

How to configure the Admin email notification settings:

  • Checkmark on the “Enter Email” Checkbox.
  • Add your email address for email notification on every transaction.

 

Email Transaction details

For Transaction details, add “{square_payment_details}” to your email message.

  • Click on the “Update Notification” button, as seen in the screenshot.

Email view:

 

How To Send Details To User.

Steps:

  • Navigate to the “Form” tab from the main menu.
  • Click on your “form settings” -> Click on “Notifications”.
  • Click On “Add New”.

How to configure the User email notification settings:

  • Enter the Name in the “Name” field.
  • Mark check on the “Select a Field” radio button.
  • Select the “Email” field from the dropdown menu.

Email Transaction details

For Transaction details, add “{square_payment_details}” to your email message.

  • Click on the “Update Notification” button, as seen in the screenshot.

Email view

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