Want to take advantage of CommentSold's powerful features while still managing your store on Square? If you're new to CommentSold, you can!
Only shops new to CommentSold who use Square as their primary platform for inventory and sales can connect their Square POS to CommentSold.
CommentSold will sync the following data for a Square product:
- Name
- Description
- Variants (e.g., size, color, etc.)
- Retail Price
- Brand
CommentSold does not sync the following from your Square inventory:
- Any items with incomplete variants (i.e., if the item has size and color options but a variant has only size without a color)
- 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
- Items with no variants or all deleted variants
- Items where all variants are unavailable at the set location
- Item weight
- Item cost
Before You Connect
Before you connect your Square POS 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 below tabs before proceeding with the steps outlined in this article.
You will need to create an option set to create specific variants with unique SKUs that will sync to CommentSold.
- Navigate to a product record from your Square dashboard.
- In the Options section, select Add Option.
- Complete the following fields on the pop-up:
- Option Set Name. Enter the name for the option (e.g., size, color, etc.).
- Options. Enter the options offered in the Add Options field (e.g., small, medium, blue, red, etc.)
- Select Next in the bottom-right corner of the pop-up.
- In the Variations section, enter the SKU and Price for all variations.
- Select Save in the top-right corner of the product record.
You will need to enable item tracking for each product and product variant you wish to sync to CommentSold.
- On the product record, locate the Variants section.
- Select Edit Stock Tracking.
- On the pop-up, enable the Track toggle for each variant.
- Select Done in the bottom-right corner of the pop-up.
- Select Save in the top-right corner of the product record.
You will need to make sure each product you wish to sync to CommentSold is set to visible.
- On the product record, locate the Square Online settings section.
- Select Visible from the Availability drop-down.
- Select Save in the top-right corner of the product record.
You'll need to set a fulfillment preference for your location. This is a system-wide preference and only needs to be done once.
- Select Online in the side menu of your Square dashboard.
- From your Online dashboard, select the Fulfillment drop-down in the side menu, then select Pickup & Delivery.
- Enable the Pickup and/or Delivery toggle for your location. Note that there might be additional setup steps required that is not pictured in the GIF above.
Step 1: Download CommentSold and Start Your Free Trial
First, head to the Square App Marketplace to download CommentSold, create your shop, and start your free trial.
- If you haven't already, log into your Square account via the Square App Marketplace.
- Enter CommentSold in the search field, then select Search.
- Select CommentSold from the search results.
- Select Get Started in the top-right corner of the CommentSold app page.
- Square will redirect you to the CommentSold + Square partnership page. Select Request Free Trial.
From here, you'll complete the shop registration process. CommentSold will ask you to provide details about your shop, contact information, your preferred shop name, and your preferred CommentSold plan.
Before finalizing, you'll review the terms of your free 30-day trial and CommentSold will ask you to enter your credit card information. CommentSold will not charge you until your free trial ends.
Step 2: Reach Out to CommentSold Support
Next, you'll want to reach out to CommentSold Customer Support and let them know you want to connect your Square POS. They're the ones who will ensure this ability is turned on for you.
- Select Support in the bottom-right corner of your CommentSold dashboard.
- Select Get in touch.
- Select Live Chat.
- In the chat field provided, let our Support team know you're ready to get started with Square.
Step 3: Enable Square in CommentSold
Once Support turns on Square in CommentSold, you can connect your Square account.
- Select Setup in the side menu of your CommentSold dashboard.
- Select Square from the options listed at the top of the page.
- Select Connect Square.
- Log into Square using your account credentials.
- Review Square permissions, then select Allow at the bottom of the page.
- Back in CommentSold, select your shop from the Location ID drop-down, then select Update Configuration.
Step 4: 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.
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.
Step 5: Enable Avalara
Once you have connected CommentSold with Square and synced products, you will need to enable Avalara. Avalara is a software solution that automates tax compliance for retailers, simplifying sales tax calculations for all 50 states.
Avalara is required in order to have orders sync between Square and CommentSold. Learn how to set up Avalara here.
Learn More
- Set Up and Use Avalara. Learn how to enable and set up your Avalara account in CommentSold.
- Going Live with CommentSold. Learn how to start a live sale via CommentSold and broadcast it to multiple platforms.
- Connect Your Facebook Account. Learn how to connect your Facebook account, page, group, and Messenger in order to take advantage of social selling and Messenger notifications.
