Square integration

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How to connect your Square store to ActiveCampaign

Introduction

The Square integration allows you to sync your Square store data directly with ActiveCampaign, enabling seamless management of customer interactions and ecommerce activities. By using this integration, you can effectively track historical payments, manage customer data, and utilize the ecommerce capabilities of ActiveCampaign to enhance your marketing efforts. This feature is essential for merchants looking to bridge their sales data with marketing automation, allowing for more personalized communication and responsive customer service.

How to Access This Feature

To access the Square integration feature, log in to your ActiveCampaign account. From the left sidebar, navigate to the Apps section, where you can find and set up the Square integration.

Step-by-Step Instructions

The following steps will guide you through connecting your Square store to ActiveCampaign:

1. From your ActiveCampaign account, click Apps on the left menu.
2. Use the search bar to find the Square integration, then click on the Square option to open it.
3. Click the Import contacts button.
4. A modal window will appear. Click the Connect button.
5. You will be redirected to the Square login page. Enter your login credentials and click the Sign in button.
6. After signing in, you will be redirected back to ActiveCampaign. Click the Continue button.
7. Use the dropdowns to select your Square location and Connection type. When finished, click the Continue button.

  * The Square location is your store location. Note that you can connect one Square location to one ActiveCampaign connection. If you have multiple Square locations, you can create additional integrations for each one.
  * For Connection type, if you have an existing ActiveCampaign Square integration, make sure to match the location with the correct setup. If this is your first integration, select the Create New option to avoid duplicate data.

1. Next, map your Square Customer ID to your ActiveCampaign External ID using the dropdowns. Once done, click the Continue button.
2. Finally, click the Active Sync radio button and enter a name for the import. It is recommended to use your store location as the import name for easier reference. Then, click the Finish button.

Configuration Options and Settings

Once the integration is established, you can manage various settings and options:

• **Manual Historical Syncs**: To sync historical data, click the Imports tab and press the Restart button.
• **Stop Syncing Data**: To discontinue syncing data to ActiveCampaign, select the Delete Import option for your connected store.

You can view synced data directly in the customer profiles where, if a contact doesn’t exist, a new one will be created. The ecommerce box on their profile page shows summarized order and payment information.

Best Practices and Tips

- Ensure every Square customer has an email address in your Square account as it is necessary for data syncing. - Use descriptive names for your imports to easily identify different store connections. - Regularly check the integration settings and perform manual syncs, especially before running campaigns that rely on recent purchasing data. - Assess the customer order information regularly to leverage insights for improved marketing strategies.

Common Use Cases with Examples

1. **Historical Payment Tracking**: If you want to analyze past customer transactions to segment lists for targeted campaigns, you can use the historical sync feature to bring in all relevant data from your Square store.

2. **Customer Segmentation**: With the synced data, you can create segments based on purchasing behavior to send personalized offers or recommendations.

3. **Automating Ecommerce Follow-Ups**: Utilize the Makes a purchase trigger to add contacts to an automation that sends follow-up emails regarding related products.

Troubleshooting

If you encounter any issues during the integration process, consider the following steps: - Verify that the email addresses of your Square customers are accurate and exist. - Ensure you have admin access to your Square account for the connection process. - If data is not syncing as expected, check the Connected Apps section to confirm that the integration is active. - For duplicate contact issues, double-check connection types and settings during initial setup.

FAQ

1. What data does the Square integration sync to ActiveCampaign?

The integration syncs historical payments and current Square customers to ActiveCampaign. This includes customer names, emails, and payment details.

2. Can I connect multiple Square locations to one ActiveCampaign account?

No, each ActiveCampaign connection can only support one Square location. You can create multiple integrations if you have several stores.

3. How often does data sync between Square and ActiveCampaign?

Data is synced from Square to ActiveCampaign every 30 minutes automatically.

4. What should I do if I experience duplicate customer data?

Ensure that during initial setup, you accurately select the connection type. Choosing the wrong option may lead to duplicates. If duplicates occur, you can manage them within your ActiveCampaign account.

5. What fields are imported from Square to ActiveCampaign?

Key fields include customer names, emails, order numbers, payment amounts, and product details.

6. Can I run automated campaigns based on Square purchases?

Yes, you can set up automations that trigger when a customer makes a purchase by leveraging the linked data from your Square store.

7. Is there support available if I face issues with the integration?

Yes, you can reach out to ActiveCampaign support for assistance with any integration-related inquiries.

For more information regarding ecommerce segmenting conditions and their use in ActiveCampaign, refer to the related documentation. ```