How to Sync Square With WooCommerce [3 Easy Steps]

Inventory and sales management is critical for businesses operating across multiple platforms. Especially merchants who rely on both Square and WooCommerce to manage their physical and online stores. Without a reliable integration tool, discrepancies in inventory, sales records, and product data can lead to lost sales, overstocking, or underselling.

This is where WP Shop Sync steps in!

WP Shop Sync is a powerful tool designed to integrate Square and WooCommerce, ensuring real-time synchronization of inventory, product information, and sales data. 

In this article, we’ll explore how WP Shop Sync streamlines the integration between Square and WooCommerce, the features it offers, and how it can transform your business operations by eliminating manual data entry.

Let’s dive right into it!

Why Sync Square with WooCommerce?

Maintaining consistency between platforms is necessary to ensure smooth operations for businesses that operate both online and offline. For instance, let’s establish the inventory in your brick-and-mortar shop that is depleted yet active in your online store. However, once the user adds it to their cart, they will receive a notification about the product being out of stock. That way, you can lose customers, but it’s also detrimental to your brand’s image.

Syncing Square with WooCommerce offers numerous other advantages as well, such as: 

• Unified Inventory Management: Manually tracking inventory across Square and WooCommerce can lead to discrepancies, overselling, or stockouts. Syncing ensures that your inventory updates in real-time, whether a sale is made through WooCommerce or in-store using Square. 
• Consistent Product Data: With synchronization, you can ensure that updates made in one platform automatically reflect in the other. 
• Streamlined Sales Reporting: Syncing Square with WooCommerce makes it easier to track revenue, analyze trends, and generate reports, helping you make informed decisions to grow your sales.
• Enhanced Customer Experience: As discussed, real-time synchronization prevents scenarios like selling out-of-stock products or displaying inaccurate pricing. 
• Time and Cost Efficiency: Automation eliminates the need for manual data entry and reduces the risk of human error. While also helping reduce operational costs.

By syncing Square with WooCommerce, you create a system that keeps your business operations efficient and your customers satisfied. 

3 Easy Steps to Sync Square with WooCommerce

Now that you understand the essence of integrating Square with WooCommerce, let’s begin with the step-by-step integration process. 

Step #1: Install and Activate WC Shop Sync

Remember, you can not install WC Shop Sync without installing WooCommerce. If you already have the WooCommerce plugin installed, simply download and install the WP Shop Sync plugin.

To do so, navigate to your WordPress dashboard, hover over Plugins ⇒ select Add New Plugin ⇒ search for “WC Shop Sync” in the plugin’s search bar.

Install the plugin and click Activate.

Once done, you will see this additional tab on your WordPress dashboard.

That takes us to our next step…

Step #2: Connect With Square

Once you enter the WC Shop Sync’s settings, you will land on a screen like this:

The plugin is super easy to use, and you can simply sign up using the Connect with Square button. 

After clicking the button, you will be redirected to the Square login screen. 

Enter your login credentials and log in to your profile.

There you go! You have already connected the Square. It’s actually that easy!

Step #3: Sync Square to WooCommerce

Now that we are connected to Square, let’s sync Square with WooCommerce. Use the Access Your Module button to get to the Manage WC Shop Sync Addons page. 

This is how it should look. 

This page allows you to enable/disable addons using the toggle button. To sync Square with WooCommerce, you have to switch the Square Payment Gateway toggle button.

Once you switch it on, you will receive a confirmation notification disclosing the successful confirmation of the addon. Along with that, a subtab named Payment Settings will appear under the WC Shop Sync Settings.

After heading inside, you will see a screen just like the one below. 

You might find yourself overwhelmed looking at all the features altogether, so let us help you understand the interface. On the screen, you will find the following feature:

• Square Payment Gateway — the enable/disable checkbox. Checking the box enables the Square payment gateway.
• Title — The title the user sees during checkout.
• Description — The description the user sees during checkout. 
• Delay Capture — This enables you to capture the payments after the customer pays. You can either capture or void the payment.
• Create Customer — When enabled, payment processing will create a customer profile on Square, which can tremendously help with personalization and marketing.
• Google Pay — Enable/disable accepting payments via Google Pay.
• Enable/Disable ACH Payment — Enable/disable accepting payments via ACH Payments.
• Enable/Disable After Pay — Enable/disable accepting payments via After Pay.
• Enable/Disable CashApp — Enable/disable accepting payments via Cash App.
• Apple Pay — Enable/disable accepting payments via Apple Pay.

After tweaking the settings the way you want, do not forget to save progress by using the Save Changes button.

[Optional] Step #4: Test Payments 

Once the setup is completed, you have successfully synced Square with WooCommerce. But…what if one of your customers runs into a problem? 

Therefore, it’s always wise to test payments before you set it up on your live store. To do so, you will have to set up a seller test account. 

First and foremost, switch to Sandbox. And open a seller test account in another tab.

You will be redirected to Square’s login screen. Again, enter your login credentials and log into your profile.

After successful login, you will be redirected to Sandbox test accounts. 

If you haven’t already, create a new Sandbox test account and select Square Dashboard to get to your dashboard.

Here’s the first look you will have inside your account.

Do not close this tab. Go to your WordPress on another tab ⇒ WC Shop Sync settings ⇒ Click the Connect with Square button.

Square will ask for some permissions. Click Allow.

You will be redirected to this screen. Click the “THAT’S MY SITE – REDIRECT ME” button, and you will be redirected back on your site.

THUMBS UP! We have just done that! That’s how easy it is to sync Square with WooCommerce and WC Shop Sync.

Conclusion

If you sync Square with WooCommerce using WP Shop Sync, your businesses can achieve seamless operations by streamlining inventory management, ensuring your inventory is synced, and will not cause user experience problems. This powerful tool eliminates manual data entry, ensures real-time synchronization, and offers a user-friendly setup process that saves time and reduces errors. 

Whether you’re a small business or a growing enterprise, syncing Square with WooCommerce ensures operational efficiency and customer satisfaction, ultimately driving your business success.

Ready to transform your workflow? Download WC Shop Sync and start syncing Square and WooCommerce today and take your business to the next level!

Frequently Asked Questions