1. NetSuite Connector
  2. Managing Connectors
  3. Managing the Square Connector in NetSuite Connector

Managing the Square Connector in NetSuite Connector

This section discusses the following about Square connector:

Square Connector

The Square connector and NetSuite integration ensures data synchronization by seamlessly connection, eliminating the need for manual data entry and maintenance between the two systems. It enables businesses to automatically sync their Square transactions, including sales orders, payments and refunds directly into NetSuite. It supports fulfillment processes by allowing for the efficient management of orders and provides inventory sync support from NetSuite to Square, ensuring that stock levels are accurately reflected across both platforms.

Square Connector Syncs

This section consists of the following topics:

Order Sync

The Square Order Sync retrieves all POS, online and invoice orders from Square into NetSuite. POS orders are saved as Cash Sale in NetSuite.

Order Sync Settings

S no.

Setting

Description

1

Default NetSuite Item For Gift Cards Received in Orders With Blank SKU

If any gift cards in an order arrive without a SKU, NetSuite Connector uses the default item specified here when retrieving the order from Square.

If you do not provide a value, NetSuite Connector uses the default SKU "WebOrderGiftCard."

2

Default NetSuite Item For Service Fee Received in Orders With Blank SKU

If NetSuite Connector receives any service fee in an order without a SKU, it uses the default item specified here when retrieving the order from Square.

If you do not provide a value, NetSuite Connector uses its default SKU for blank service fees.

3

Default NetSuite Item For Quick Charge Received in Orders With Blank SKU

If NetSuite Connector receives any quick charge in an order without a SKU, it uses the default item specified here when retrieving the order from Square.

If you do not provide a value, NetSuite Connector uses its default SKU for blank quick charges.

S no.

Setting

Description

1

Post Online Square Orders as Sales Order

NetSuite Connector posts all Square orders as cash sales by default. Enable this option if you want to post online store orders as sales orders.

2

Post Square Open Invoices as Invoices

NetSuite Connector posts all Square invoices as cash sales by default. Enable this option if you want to post open invoices as invoices.

Fulfillment Sync

The Square Fulfillment Sync exchanges routing requests with Square for fulfillment. When the orders are fulfilled in NetSuite, the fulfillment information is sent to Square.

Product Sync

When setting up the product sync, you need to map the following items:

  • Flag Field – defines the NetSuite field to be used as flag field.

  • Category – maps the category to the flag field.

Other fields like product description, price, quantity can also be setup as per requirement.

Product Sync Mappings:

  1. Log in to app.farapp.com.

  2. Select Square connector and then select the relevant account.

  3. Go to Square > Mappings > Products

  4. Select the Sync Type:

    • Price and Quantity Only

    • Full Product

    Note:

    You can select only one sync type at one time.

  5. Click Add Mappings.

  6. Select the required mappings from the Required drop down.

    Storefront Field

    NetSuite Field

    ITEM-category_names

    custitem_fa_product_flag_shop

    ITEM-name

    displayName

    sku

    itemId

    description_html

    purchaseDescription

    ITEM-tax_ids

    taxSchedule.name

    ITEM_VARIATION-name

    displayName

    ITEM_VARIATION-upc

    upcCode

    present_at_location_ids

    location.name

    pricing_type

    custitem_fa_sqre_prce_type

    price

     

    stock_quantity

     

    Storefront Field

    NetSuite Field

    Flag Field (default)

    custitem_fa_square_flag

    CATEGORY

     

    PRICE

     

    sku

    itemId

    stock_quantity

    purchaseDescription

  7. Click Save.

    Note:

    If you have to use only the Price/ Quantity sync, you must disable the category sync by switching the toggle button for the Full Product sync.

Refund Sync

The Square Refund Sync all refunds from Square into NetSuite.

Field

Description

Import Refunds created after

The date and time till which you want to capture refunds for orders in the storefront.

Quick Charge Refund NetSuite Item

SKU field for quick charge refunds.

Order Types in Square Connector

S. no.

Order Category

Order

Description

1

Online

Online Pickup

The Pickup order type is used when you place an order online (or through another channel) and choose to pick up the items in person at a retail location rather than having them shipped

2

Quick Charge

Quick Charge is a way to process payments by simply entering a custom amount for a sale, without needing to itemize individual products or services.

It's a streamlined method for quickly charging you a specific amount, useful when the sale is not tied to a predefined item in your inventory.

3

Appointments

Square Appointments is an online scheduling and appointment management tool created by Square.

4

Online Store with Shipment

E-commerce platform offered by Square.

5

Invoice

An invoice is an itemized list that records the products or services provided to you.

Invoices can be paid in one payment or in installments. You can even schedule multiple payments on a single invoice.

6

POS

POS

Software and hardware that allow businesses to accept in-person payments and manage sales.

General Notices