Customers
Both ways- Name, company, email, phone and address stay in step.
- A customer with a paid invoice or a booking that took place counts as a customer for the filters.
Square integrations
Square takes the money. Your books get every Square invoice.
CRM Connector keeps Square customers the same as in your CRM or your books, both ways, and carries each new Square invoice into the books on the next sync, with Square's own sales history showing who is a customer.
- Connects with its official sign in (OAuth)
- Set up in five guided steps
- 7 day free trial
Pairs with 18 systems
What syncs
What Square keeps in step
Invoices
One way- One way into QuickBooks Online, Xero, FreshBooks, Zoho Books, FreeAgent or HubSpot.
- Lines, total and dates travel.
- A part payment tops up the other side by exactly the amount newly paid.
- FreeAgent records no payment, so there a paid invoice arrives marked sent.
Works with
Pair Square with any of these
Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.
QuickBooks OnlineContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into QuickBooks Online.About QuickBooks OnlineHow it syncs
XeroContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into Xero.About XeroHow it syncs
HubSpotContacts, Invoices from SquareContacts both ways, and Square invoices flow one way into HubSpot.About HubSpotHow it syncs
GoHighLevelContactsGoHighLevel contacts and Square customers stay the same both ways, so marketing and the till share one customer list.About GoHighLevelHow it syncs
StripeContactsSquare and Stripe customers stay the same both ways, for businesses that take payments through both.About StripeHow it syncs
Housecall ProContactsHousecall Pro customers and Square customers stay the same both ways, so jobs and payments share one customer list.About Housecall ProHow it syncs
ServiceM8ContactsServiceM8 clients and Square customers stay the same both ways, the ServiceM8 contact person included.About ServiceM8How it syncs
CompanyCamContactsSquare customers and CompanyCam customers stay the same both ways, so photos sit with the right customer.About CompanyCamHow it syncs
PipedriveContactsPipedrive persons and Square customers stay the same both ways, so sales and the till share one customer list.About PipedriveHow it syncs
FreshBooksContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into FreshBooks.About FreshBooksHow it syncs
SalesforceContactsSalesforce contacts and Square customers stay the same both ways, so sales and the till share one customer list.About SalesforceHow it syncs
Zoho CRMContactsZoho CRM contacts and Square customers stay the same both ways, so sales and the till share one customer list.About Zoho CRMHow it syncs
Zoho BooksContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into Zoho Books.About Zoho BooksHow it syncs
FreeAgentContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into FreeAgent.About FreeAgentHow it syncs
ActiveCampaignContactsSquare customers and ActiveCampaign contacts stay the same both ways, so campaigns reach your in-store customers.About ActiveCampaignHow it syncs
KeapContactsSquare customers and Keap contacts stay the same both ways, so campaigns reach your in-store customers.About KeapHow it syncs
WooCommerceContactsOnline and in person, one customer list: shop customers and Square customers stay the same both ways.About WooCommerceHow it syncs
Google SheetsContactsOne way into SquareCustomers from your sheet land in Square, matched on email and phone.About Google SheetsHow it syncsConnecting
How Square connects
Official sign in
OAuthSquare connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to Square, approve, done. Removing the connection also revokes our access at Square's side.
What you need
- A CRM Connector account. Connecting happens inside the app.
- A Square account.
You approve access on Square's own sign in page. Your Square password never reaches CRM Connector.
Good to know
How Square behaves
What is true for Square whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.
Invoices go out only
- Square lets no app record a payment on an invoice or change its status, so it can never be a destination for an invoice, only a source.
- The invoice still has to be made in Square first.
Phone numbers Square accepts
- Square refuses local phone formats.
- The platform rewrites numbers to the international form; a number Square still refuses is left out so the customer itself still arrives.
The country is set once
- When a customer is created, its country goes into Square if it can be matched to a country code; it is not compared afterwards.
- A country Square does not recognise is left out rather than guessed.
Get started
Ready to connect Square?Start your 7 day free trial
Sign in to Square and the system you want to pair it with, confirm what syncs, and watch the first sync run.