Tutorial: Setting up Square Terminal

Tutorial: Setting up Square Terminal

Square Terminal uses the Square Terminal API's to process credit card payments. The Square Terminal is connected via wifi to your local area network and can take contactless, chip and swipe payments. 

Step 1: Preliminary

  1. Order the Square Terminal from Square or BestBuy.
  2. Set up Square Account via Square's web site or your Square Account Rep.
    1. Set up at least one location per Square account
    2. Make a note of Location Id (See Square Web User Interface below)
    3. Go through all the  web settings carefully

Square Web User Interface:


UNDER NO CIRCUMSTANCES SET UP 2-FACTOR AUTHENTICATION
Do not set up the Square Account with 2-Factor Authentication (2FA) - even if prompted to via the web interface or when authorizing in SuitePOS

Step 2: Set up the gateway

  1. Go to POS Settings.
  2. Set the Gateway field to "Square Terminal" (previous known as Square Plus).
  3. Set the Processing Mode to Live (Test also = Live). Use Simulated for Sandboxes.
  4. Set the Currency
  5. Set the Location Id field to what was noted earlier.

NetSuite POS Settings Screen:

Salesforce POS Setting Screen:

Step 3: Authorize Square

This authorizes SuitePOS to use your Square Account with the necessary scope of permissions. 
  1. Login to the SuitePOS app and click the menu icon.
  2. Go to SuitePOS Settings 
  3. Set Authorize Square to On. 
  4. Perform a sync and login using your Square credentials. 
You should only have to do this once for a particular Square account and devoce. Even if the SuitePOS App is removed and re-installed.

Step 4: Connect the Square Terminal

  1. Login to the SuitePOS app and click the menu icon.
  2. Go to SuitePOS Settings.
  3. Ensure the Square Terminal is on and configured to your wifi.
  4. Select Connect Square Terminal. This will generate a Device Code if successful.
  5. Login to the Square Terminal using the Device Code generated

SuitePOS Settings - Connect Square Terminal

SuitePOS Settings - Device Code Generated

Square Terminal - Login:

Square Terminal - Use a Device Code (do not log in to your Square Account)

Square Terminal - Use Device Code generated by SuitePOS and Login

SuitePOS Settings - Device Code display is updated and Square Terminal is paired

  • You have up to 2 minutes to pair the device successfully.
  • You can re-generate a Device Code by Connecting Square Terminal again. However, this Device Code will only be saved if you login to Square Terminal using the new Device Code.
  • If you are logged in to Square Terminal, a re-start of Square Terminal will automatically log you in using the last known Device Code.  If you are logged out of Square Terminal, a re-start will take you back to the login screen and you have to use the Device Code for the SuitePOS Settings screen.
  • Device Codes are retained after an uninstall and re-install of the SuitePOS app.

Re-Pairing the Square Terminal

There may be instances when you want to completely re-pair the Square Terminal. 

  1. Log out of Square Terminal (see video below)
  2. Login to the SuitePOS app and click the menu icon.
  3. Go to SuitePOS Settings.
  4. Ensure the Square Terminal is on and configured to your wifi.
  5. Select Connect Square Terminal. This will generate a Device Code if successful. OR use the Device Code already displayed.
  6. Login to the Square Terminal using the Device Code


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