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Configure Square Inventory & Order Integration with CommentSold

Abdul Sameer
Use Square just for the POS? Check out CommentSold’s POS and how to set it up here.
Important: This integration is only available for new CommentSold accounts or accounts that do not have any existing inventory or orders in CommentSold. 

Before You Connect

Before you connect your Square account to CommentSold and sync products, there are some necessary setup steps you'll need to take in Square to ensure your sync is a success.

Complete the tasks in the tabs below before proceeding with the steps outlined in this article.

Square Product Settings Square Order Settings

 

Step 1: Set & Assign Option Sets

 

Create Option Sets

 

You will need to ensure all products have an option set assigned (Color and/or Size).

 

  1. Navigate to Items & Services section from the side menu of your Square dashboard. 
  2. Select the Items > Options from the side menu.
  3. Select Add Options.
  4. Ensure you have a Size Option Set and Color Option Set. You may not use both of them for every product, but you will have to use one or both when adding variations to a product or that product will not sync properly. 

 

Assign Option Sets to an Item

 

 

  1. Navigate to Items & Services section from the side menu of your Square dashboard. 
  2. Select the  Items > Items Library from the side menu.
  3. Select your desired item.
  4. Scroll to Variants section and select Add.
  5. Select an Option Set in the Title field. 
  6. Edit the variants or add another option set if required and select Done.
  7. Select the checkboxes for the required variants and select Create.
  8. Once done, select Save.

 

Step 2: Enable Item Tracking

 

You will need to enable item tracking for each product and product variation you wish to sync to CommentSold.

 

For All Items

 

Note: This feature is available only to paid Square users. If you’re on a free Square account, you’ll need to set inventory tracking for each item individually.

 

  1. Navigate to Items & Services section from the side menu of your Square dashboard. 
  2. Select Items > Settings > Inventory from the side menu.
  3. Toggle on Enable inventory tracking for new items.
  4. Toggle on Enable inventory tracking for existing items.

 

For Individual Items

 

 

  1. Navigate to Items & Services section from the side menu of your Square dashboard. 
  2. Select Items > Items Library from the side menu.
  3. Select your desired item.
  4. Scroll to Manage Inventory section and select the three dots.
  5. Select Track by stock count.
  6. Once done, select Save.
Note: To ensure items sync to CommentSold successfully, inventory tracking must be set to Track by stock count. If not, the item will fail to sync to CommentSold.

Enable Square Sync

Step 1: Reach Out to CommentSold Support

First, reach out to CommentSold Customer Support and let us know you want to connect your Square account. Support can enable this functionality for you.

  1. Select Support in the bottom-right corner of your CommentSold dashboard.
  2. Select Get in touch.
  3. Select Live Chat.
  4. In the chat field provided, let our Support team know you're ready to get started with Square.

Step 2: Enable Square in CommentSold

Once Support turns on Square in CommentSold, you can connect your Square account.

 

  1. Select Setup in the side menu of your CommentSold dashboard.
  2. Select Square from the options listed at the top of the page.
  3. Select Connect Square.
  4. Log into Square using your account credentials.
  5. Review Square permissions, then select Allow at the bottom of the page.
  6. Back in CommentSold, select your shop from the Location ID drop-down, then select Update Configuration.

Step 3: Sync Products to CommentSold

During the process of connecting your Square account in CommentSold, you'll sync your products. This is an automatic process that will begin once CommentSold successfully connects with your Square account, but you’ll want to check to ensure it finishes smoothly and review any items that failed to sync. 

You can view the progress of the process in the Square Sync section. This process may take a few minutes depending on the number of items you wish to sync.

Once the sync process is complete, you'll see a Product Synced message along with the total number of products synced. If you wish to ever re-sync your Square products, select Re-sync Square Catalog.

If any items failed to sync, you’ll see a clickable link that will show you the reason for each item failure so you can correct it and resync those items. 

CommentSold will sync the following product data:

  • Product name
  • Product description
  • Product SKU
  • Variants – size and color
  • Inventory quantity
  • Unit Cost
  • Retail Price
  • Primary product image
  • Avalara tax codes

CommentSold will sync the following order details to Square:

  • Order number
  • Items in the order
  • Shipping charges paid
  • Sales tax charged
  • Fulfillment Details
    • Shipped Order: Address, Name, Email, Phone
    • Local Pickup: Address, Name, Email, Phone, Warehouse pickup location
  • Discounts applied to the order

Expected Behaviours

  • Square product showing published but was not published by shop
    • When a product is updated in Square or a resync is triggered, items previously unpublished will publish to the Webstore if the Default to Unpublished setting under Website Content>preferences is not enabled.
Expand to view which product details CommentSold will not sync from Square

CommentSold does not sync the following from your Square inventory:

  • Product videos
  • Sale prices
  • Product type/classification
  • Assigned categories/collections
  • Product tags
  • Images attached to variants
  • Square product modifiers (add-ons/monograms, etc)
  • Product weight
  • Custom barcodes
  • Appointment services and gift cards
  • Items with any variants of non-US currency
  • Items with any variants without a fixed price
  • Items with any variants not sold per unit
  • Items without tracked inventory counts
  • Deleted inventory
  • Items unavailable at the set location
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