Connect your Square account

In the Experience Platform UI, select Sources from the left navigation to access the Sources workspace. The Catalog screen displays a variety of sources with which you can create an account.

You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.

Under the Payments category, select Square, and then select Add data.

catalog

The Connect to Square page appears. On this page, you can either use new credentials or existing credentials.

Existing account

To use an existing account, select the Square account you want to create a new dataflow with, then select Next to proceed.

existing

New account

If you are creating a new account, select New account, and then provide a name, an optional description, and the appropriate values for your Square credentials. When finished, select Connect to source and then allow some time for the new connection to establish.

new

Next steps

By following this tutorial, you have authenticated and created a source connection between your Square account and Experience Platform. You can now continue on to the next tutorial and create a dataflow to bring payments data into Experience Platform.

Experience Platform