ServiceM8 and Square integration
ServiceM8 and Square, one contact list
CRM Connector keeps ServiceM8 clients and Square customers the same, both ways or one way, street address included. Square takes payments at the counter and on the road, and a customer who paid there is a ServiceM8 client the crew can schedule.
- Official sign in for both
Contacts, two way or one way
At a glance
Contacts stay the same on both sides.
What syncs
- ContactsBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether ServiceM8 or Square leads when the same record changed in both since the last sync.
Options for ServiceM8 and Square
- Everyone, customers only or leads only
Record by record
What syncs between ServiceM8 and Square
Which ServiceM8 field matches which Square field, and what each change does.
Fields- Client nameBoth waysCompany name
- Contact first nameBoth waysGiven name
- Contact last nameBoth waysFamily name
- Contact emailBoth waysEmail address
- Contact mobileBoth waysPhone number
- Address line 1Both waysAddress line 1
- Address line 2Both waysAddress line 2
- City, state, postcodeBoth waysLocality, region, postal code
- CountryWhen createdCountry
- Has completed jobsEach works it outPaid invoices or bookings
It happens in ServiceM8, then in Square
A new contact
- Looked for in Square on the exact email, then the exact phone.
- Updated when found, created only when nothing matches.
Name, company, email, phone and address change
The same change is made to the Square customer on the next sync.
Country changes later
Not carried: Square takes the country only when the customer is created.
A phone number Square refuses
Left out of the Square customer, which is still written.
- Some fields travel once, when the record is created: Square takes the country only when the customer is created.
FAQ
Questions about ServiceM8 and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts. Invoices, quotes and jobs are not offered between these two.
Ask your AI assistant
Ask ChatGPT or Claude about ServiceM8 and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to ServiceM8 and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.