Integrating with Square

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GoCanvas allows you to integrate with Square, which means you can immediately and easily collect payment using your form and Square's supported devices

Note

Square is currently only available in the United States.

Integrating with Square

As it currently stands, Square's credit card transaction fee breakdown is available on their website. There are no additional fees incurred through GoCanvas when capturing payments in a form using Square.

The Square integration is on an form-by-form basis, meaning you'll need to configure it for each form that you'd like to enable to collect payment. 

  1. Navigate to your Forms page and select the name of the form you'd like to configure.
  2. Under Settings, find Payment Options and select the Settings button.
    Form Settings_Payment Options.png
  3. Select the Integrate button. Form Settings_Payment Options_Integrate.png
  4. On the overlay, select Authorize
  5. A pop-up will appear. Either Sign up for a Square account if you don't already have one, or enter your Square credentials and Sign in
  6. Once you're logged in (either with your existing account or your new account), select Allow to grant GoCanvas permission to process payments with Square. 
  7. After receiving confirmation of successful authorization with Square, Save
  8. Once you've integrated with Square, you can disconnect your connection from this page.

Add a Payment Field to your Form

You can also select an additional field of data to include along with the transaction ID that gets sent to your Square account, to help better identify payments taken in GoCanvas. 

Select the Payment field in the Form Builder and select the field you'd like to send to Square with each transaction.

Builder Legacy Builder
LB_Payment Field_Field Settings.png

Please Note

  • There is a 60 character limit on the field, regardless of which field you select. Anything exceeding 60 characters will automatically be cut off once the limit is reached.
  • Only fields that are placed before the payment field will be available for selection.

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