Square and Housecall Pro integration
Square and Housecall Pro, one customer list
CRM Connector keeps Square customers and Housecall Pro customers the same, both ways or one way. Housecall Pro runs jobs in the field, Square takes payments at the counter and on the road, and someone who does both is one customer.
- API key for Housecall Pro
Customers, two way or one way
At a glance
Customers stay the same on both sides.
What syncs
- CustomersBoth 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 Square or Housecall Pro leads when the same record changed in both since the last sync.
Options for Square and Housecall Pro
- Everyone, customers only or leads only
Record by record
What syncs between Square and Housecall Pro
Which Square field matches which Housecall Pro field, and what each change does.
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.
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.
Customers. Invoices, quotes and jobs are not offered between these two.
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Ask ChatGPT or Claude about Square and Housecall Pro
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 Square and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.