Two way
Housecall Pro starts the integration and changes made in Square flow back into Housecall Pro as well.
- You pick whether Housecall Pro or Square leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Square and Housecall Pro, one customer list
Housecall Pro runs jobs in the field, Square takes payments at the counter and on the road. CRM Connector keeps the customers the same in both, so nobody retypes a record.
- Api key for Housecall Pro
- Either system can lead
- 7 day free trial
Customers, two way or one way
- Customers
At a glance. Customers stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
Housecall Pro feeds Square and Square changes stay in Square.
- Housecall Pro stays the source of truth
- Square always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Company nameBoth waysCompany
- Given nameBoth waysFirst name
- Family nameBoth waysLast name
- Email addressBoth waysEmail
- Phone numberBoth waysMobile number
- Address line 1When createdStreet
- Address line 2When createdStreet line 2
- Locality, region, postal codeWhen createdCity, state, zip
- CountryWhen createdCountry
- Paid invoices or bookingsEach works it outHas completed jobs
- Not in SquareOnly in Housecall ProLead source
It happens in Square, then in Housecall Pro
A new customer
Looked for in Housecall Pro on an exact email or phone match. Updated when found, otherwise created with the address.
Name, company, email and phone change
The same change is made to the Housecall Pro customer on the next sync.
Address and country change later
Not carried: Square takes the country only when the customer is created; Housecall Pro takes an address only when the customer is created.
A phone number Square refuses
Nothing to carry.
- Some fields travel once, when the customer is created: Square takes the country only when the customer is created; Housecall Pro takes an address only when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for Square and Housecall Pro are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Square or Housecall Pro leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same customer is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Square or Housecall Pro on its own is on its own page.
- Housecall Pro starts the integration
- It can only be the source; Square changes still flow back on two way.
- Address and country on create
- Later changes stay in the system where they were made.
- Not run live yet
- Built on the same proven engine as the other pairs.
FAQ
Questions about Square and Housecall Pro?
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.
- Can I sync Square and Housecall Pro both ways?
- Yes. Housecall Pro starts the integration, and on a two way route changes made in Square flow back into Housecall Pro.
- What syncs between Square and Housecall Pro?
- Customers. Invoices, quotes and jobs are not offered between these two.
- How does Housecall Pro connect?
- With an api key created by an admin of your Housecall Pro account. Api access needs the Housecall Pro MAX plan.
- Does a changed address reach the other system?
- Address travels when the record is created, because square takes the country only when the customer is created. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in Square that is paid invoices or past bookings, in Housecall Pro completed jobs.
- Will it create duplicates?
- No. Before anything is created in Square or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to Square or Housecall Pro drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Square and Housecall Pro?Start your 7 day free trial
Sign in to Square and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.