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  2. WooCommerce Square: Startup Guide

WooCommerce Square: Startup Guide

WooCommerce Square combines an SAQ-A PCI-compliant payment method with 3D Secure verification, with product and inventory synchronization, letting you sell via multiple sales channels and accept payments online securely.

Requirements

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Getting Started

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To begin using WooCommerce Square, you first need to connect your site to Square by following the steps below:

  1. Go to WooCommerce > Settings > Square.
  2. Select Connect with Square.
  3. Log in to your Square account. You must be the owner of the Square account to authorize WooCommerce to connect.
  4. Select That’s My Site – Redirect Me to return to your site.
  5. Once your account is authenticated, fill out the remainder of the fields (such as Business location and Sync settings).

You’re now connected to Square! Now, you can start configuring the settings.

WooCommerce Square can be used for managing inventories and also as a payment gateway. You can configure the plugin to use either of them or both!

Configuration

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WooCommerce Square can be used for syncing product inventory and also as a payment gateway. To configure and learn about the settings, please refer to the below documents.

Sandbox Mode

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You can enable the Sandbox Mode via the Square settings under WP Admin → WooCommerce → Settings → Payments → Square. Enable sandbox mode and then head to the section below where you’ll create an app in your Square account.

Back in your Square settings in WooCommerce you’ll see a new Sandbox settings section with two fields; Sandbox Application ID & Sandbox Access Token.

You’ll also find a link to the Square developer site to create an app where you’ll get an Application ID & Sandbox Access token to use in your testing.

Once on their developer site select the plus icon to create a new app, name your app, and then select Save. Next open the app and you should see the Sandbox Access Token & Sandbox Application ID fields. These are the two bits of info we need to copy and paste back into the Square settings in WooCommerce. Click “Show” next before highlighting and copying to the Sandbox Access Token to ensure it is copied correctly.

Our last option here is the Business location. Be sure to set a Business location as this will let you view any sandbox transaction data. To view this data you can select the Open button next to the correct Sandbox Test Account. This will look like the normal Square dashboard, but with a notice across the top to clarify you’re viewing sandbox data.

Finally, let’s discuss what card numbers to use to test payments and orders themselves. You’ll find that list here in Square’s test values doc in the Sandbox payments section. It lists cards to place successful payments and other cards to trigger specific responses like incorrect CVV, declined card, etc…

There are a few important notes to highlight before we’re done

Notes:

  • You can set the card expiration date to any future month and year.
  • Payments in USD (United States), CAD (Canada), or GBP (United Kingdom) also require a valid postal code.
  • When testing the SCA flow with one of the European Union test cards, the Verification Code simulates the SMS verification code sent to the buyer mobile phone during an actual transaction.
  • Be aware that your test account Authorization expires, it needs to be reauthorized every so often.

With all of this setup and the test card values you’re all set. Happy testing!

Troubleshooting

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Please refer to the Troubleshooting guide.

Frequently Asked Questions

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Please refer to the Frequently Asked Questions guide.

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