| 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.
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).
- Navigate to Items & Services section from the side menu of your Square dashboard.
- Select the Items > Options from the side menu.
- Select Add Options.
- 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
- Navigate to Items & Services section from the side menu of your Square dashboard.
- Select the Items > Items Library from the side menu.
- Select your desired item.
- Scroll to Variants section and select Add.
- Select an Option Set in the Title field.
- Edit the variants or add another option set if required and select Done.
- Select the checkboxes for the required variants and select Create.
- 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. |
- Navigate to Items & Services section from the side menu of your Square dashboard.
- Select Items > Settings > Inventory from the side menu.
- Toggle on Enable inventory tracking for new items.
- Toggle on Enable inventory tracking for existing items.
For Individual Items
- Navigate to Items & Services section from the side menu of your Square dashboard.
- Select Items > Items Library from the side menu.
- Select your desired item.
- Scroll to Manage Inventory section and select the three dots.
- Select Track by stock count.
- 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. |
Step 1: Set Pickup or Delivery
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 2: Enable Avalara
Before you connect CommentSold with Square, you will need to enable Avalara in your CommentSold account. Avalara is a FREE software integration 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. If you choose not to enable Avalara, your orders will not sync from CommentSold over to Square. Learn how to set up Avalara here.
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.
- 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 2: 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 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
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Fulfillment Details
- Shipped Order: Address, Name, Email, Phone
- Local Pickup: Address, Name, Email, Phone, Warehouse pickup location
- Discounts applied to the order
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
Troubleshooting
|
I don’t see an option to sync my inventory or select my Location ID.
Some items failed to sync and the error message says “was not imported because it's not present at this location”
Issue: Products not syncing from Square to CS Is there a sync error for the product? How do I know?
The error message should display what needs to be changed in the product on Square. If that link is not present or no log exists, there is no error to reference. If there is no error message, check the following;
Issue: Inventory quantity not updating
Issue: Product image not syncing
Issue: Sale price in Square not syncing to CommentSold You will have to change the retail price in Square and the new price will sync over to CommentSold or create a coupon to discount the product. Issue: Inventory keeps defaulting to 0 & the product image is disappearing. What’s happening? If all Square product sync requirements are met, search the SKU in the CommentSold Products tab. There is likely an item in the Product tab with the same SKU that was created in CommentSold directly and was not deleted before the you integrated with Square. You can tell if a product was created in CommentSold because it will not have the Square icon in the bottom right corner of the product image. If this kind of duplicate exists, remove it. Issue: Scheduled sale not applying Scheduled Sales will not work with Square products. You will have to change the retail price in Square and it will sync over to CommentSold or create a coupon to discount the product. Issue: Duplicate or Random SKUs CommentSold will sync over the first four digits of a SKU. For variants, if the variant SKUs share the same first 4 digits, we will only sync those 4 digits and the remainder of the SKU is not synced. If the variant SKUs do not share the same first 4 digits or the Square product has no SKU assigned in Square, we will give the product a SKU in CommentSold. This can cause what appears to be duplicate SKUs in CommentSold. Example: Product without identical first 4 digits Example: Product WITH identical first 4 digits Error: was not imported because it's not present at this location Make sure the location set up under Setup > Square matches the location this product is assigned to. Error: no variants at this location Make sure the location set up under Setup > Square matches the location this product is assigned to. Ensure the item has Variations & Options in Square available at the location synced to CommentSold. Make sure the item has inventory tracking enabled Issue: Order will not sync to Square Check these things in this order:
If none of the above are the issue, please contact Support for assistance. Issue: Can’t fulfill order/create shipping label - weight error We do not sync the weight of the product from Square. The shop would need to add it to the product directly in the inventory section of the product in CommentSold. Error: Order could not be exported
Issue: Square coupons not syncing over to CommentSold We do not sync Square coupons to CommentSold. CommentSold coupons can be used for products synced from Square. |