How to set up Square in WooCommerce

Setting up Square with WooCommerce allows you to accept payments from customers using the Square payment gateway on your online store. Here’s a step-by-step guide to help you set up Square with WooCommerce and configure the necessary API credentials:

Step 1: Sign Up for a Square Account
1. Go to the Square website (www.squareup.com) and click on “Get Started” to create a Square account.
2. Follow the prompts to provide the required information, including your email address, business details, and contact information.
3. Complete the necessary steps to activate your Square account.

Step 2: Install and Activate the WooCommerce Plugin
1. Log in to your WordPress admin dashboard.
2. Navigate to “Plugins” and click on “Add New.”
3. Search for “WooCommerce” in the search bar.
4. Install the WooCommerce plugin and activate it.

Step 3: Configure WooCommerce Settings
1. After activating the WooCommerce plugin, you will be prompted with a setup wizard. Follow the instructions to set up your store, including choosing your store location, currency, payment methods, and shipping options.
2. Enter your business details, such as store name, address, and contact information.

Step 4: Set Up Square in WooCommerce
1. In your WordPress admin dashboard, go to “WooCommerce” and click on “Settings.”
2. Navigate to the “Payments” tab.
3. Click on “Set up” next to the Square option to configure the Square payment gateway.
4. Enable the “Enable Square” option to activate Square as a payment method on your store.
5. Customise the payment settings as per your preferences, such as configuring the title, description, and order management settings.

Step 5: Configure API Credentials in Square
1. Log in to your Square account.
2. Navigate to the “Developer Dashboard.”
3. Click on “New Application” to create a new application.
4. Fill in the required details for your application, including the name and website URL.
5. Once your application is created, navigate to the “OAuth” tab.
6. Copy the “Application ID,” “Access Token,” “Environment,” and “Location ID” values.
7. Go back to your WooCommerce settings.
8. In the WooCommerce Square settings, paste the Application ID in the “Application ID” field.
9. Enter your Access Token in the “Access Token” field and select the appropriate environment (sandbox or production).
10. Paste your Location ID in the “Location ID” field.
11. Save the changes.

Step 6: Test Square Integration
1. To ensure that Square is working correctly, place a test order on your store.
2. Add a product to the cart and proceed to the checkout page.
3. Select Square as the payment method and complete the checkout process.
4. You will be redirected to the Square payment page.
5. Use the provided test card details (e.g., 4111 1111 1111 1111) to simulate a successful payment.
6. Once the payment is successful, you should be redirected back to your WooCommerce store.

Step 7: Additional Square Configuration (Optional)
1. To enable features like recurring payments, Apple Pay, or other advanced Square features, you can explore the additional settings within the WooCommerce Square settings or consult the Square documentation for integration instructions specific to those features.

By following these steps, you can set up Square with WooCommerce and start accepting payments from customers using the Square payment gateway on your online store. Remember to test the integration thoroughly in both sandbox and live modes to ensure a smooth checkout experience for your customers.