WooCommerce Square: Startup Guide

Welcome to the documentation for the WooCommerce Square extension. Here, you’ll find everything you need to know about managing your products, inventory, and taking payments on your WooCommerce site via Square.

This guide covers the essentials from setup, managing inventory sync, to secure payment processing, ensuring you have all the tools and information at your fingertips for a seamless online selling experience. Please explore the sections below for further details.

The WooCommerce Square Extension is designed to bridge the gap between your WooCommerce store and Square. The extension serves a dual purpose, functioning seamlessly as both a product inventory sync and a payment gateway for receiving payments from customers. You have the flexibility to use either feature independently or both. Please refer to the overview of the features below:

• Product and Inventory Synchronization: Automatically keep your product catalog and inventory levels aligned between WooCommerce and Square, preventing overselling and ensuring a consistent customer experience.
• Centralized Management: Manage products and inventory through one interface, with changes in WooCommerce, automatically updating in Square and vice versa, streamlining operations and reducing errors.
• Multi-Channel Selling: The extension supports your growth into multiple sales channels by managing inventory in one place. Whether selling online or in-person, your inventory stays synchronized, ensuring accurate stock levels wherever you sell.

• Secure Payment Processing: WooCommerce Square offers SAQ-A PCI-compliant payment integration, including 3D Secure verification, offering a secure transaction environment.
• Flexible Payment Options: Provides a variety of payment methods, a variety of payment methods, including credit/debit cards, digital wallets (Apple Pay/Google Pay), Square Gift Cards, and more, to meet diverse customer preferences.
• Sandbox Testing Environment: Before going live, you can use the sandbox mode to test your payment configurations thoroughly. This allows for the simulation of transactions without affecting live data, ensuring system reliability before launch.

For detailed guidance on setup and configuration, please setup refer to the Setup and Configuration of the WooCommerce Square Extension document to establish the connection and begin utilizing the extension.

The setup and configuration guide is a step-by-step walkthrough of the WooCommerce Square Extension basics, such as:

• Requirements for the WooCommerce Square Extension
• Installation of the WooCommerce Square Extension
• Recommended caching settings
• Connecting your Square account
• Configuring the WooCommerce Square Extension

After completing the setup and configuration, you might be interested in understanding the customer experience on your site. We have provided insights into customers experience, including:

• Testing the WooCommerce Square Extension in Sandbox Mode
• Paying with cards
• Paying with Digital wallets (Apple Pay/Google Pay)
• Paying with Square Gift cards

When managing a WooCommerce site integrated with the WooCommerce Square Extension, it’s important to understand how to manage your site administration area. We recommend exploring:

• Handling Orders
  • What information does the WooCommerce Square Extension add to my orders?
  • Does WooCommerce Square Extension modify order statuses?
  • How do I Refund Orders paid via WooCommerce Square?
  • Can I use the WooCommerce Square extension to collect recurring payments?
• Handling Inventory Sync

The WooCommerce Square Extension is user-friendly and ready to use out of the box, however, we recognize that WooCommerce stores have diverse needs. To meet your store’s specific requirements, we’ve prepared a comprehensive resource for developers aiming to customize the extension. The documentation covers:

• Translating Credit card fields
• Import HTML In Product Descriptions
• Change Automatic Sync Interval
• Remove Apple Pay and Google Pay buttons from either the Single Product, Cart, or Checkout page