Knowledgebase: Products
How Do I Integrate My 3dcart Store With Square POS?

The Square Point of Sale (POS) software allows you to sell products through popular iOS and Android platforms such as a phone or tablet while collecting payment through Square's integrated payment solution.

3dcart's integration with Square POS allows you to export products from your 3dcart store and upload them to your Square POS. It will also let you import products from your Square POS app to your 3dcart store. Furthermore, on hand stock of the products shared between the two services will automatically synchronize as they are purchased and removed from inventory.

Setting up the Square POS Integration

To set up 3dcart's Square POS integration, follow these steps:

Note
The following assumes you've already set up your Square account. If you don't have a Square account set yet, click here to begin creating one.

  1. Log into your 3dcart Online Store Manager
  2. Using the left-hand navigation menu, go to Modules
  3. Once the page loads, use the search bar at the top to locate and open the "Square" module
  4. Next, click on the "Settings" link within the module.
  5. Click on the "Initiate Onboard Process" button
  6. Log into your Square Account

Upon logging into your Square account and making the connection, you will be directed back to your 3dcart Online Store Manager where you will see the following settings:

  • Locations
    Set the online store "location" (from your Square account) that you'd like to connect your 3dcart store to*. If any of your Square POS App locations are not in the drop down, click on the "Actions" button (found along the top right) and select "Refresh Location List."

*Additional Information
Square allows you to create multiple profiles for locations where you may be running the Point of Sale app; each with their own business hours, product lines and more. When you connect the 3dcart module to your Square account, the locations drop down menu in the 3dcart module will contain your locations within it. Click here for more information on managing multiple locations with Square.

  • Enable Stock Sync
    Mark this checkbox if you'd like to synchronize inventory for items shared between your 3dcart store and your Square app. As items are sold on one, they are deducted accordingly from each interface as applicable. *

*Additional Information
As mentioned, product inventory will synchronize between the two platforms as items are sold in either interface (Square POS or 3dcart). Product inventory will also be synchronized to Square when updated on the 3dcart platform. However, it is important to note that if you update product inventory on Square, it will not update on the 3dcart store.

To summarize, here's a quick reference

  • Item inventory will be properly synchronized:
    • When the product is sold on the 3dcart store
    • When the product is sold on the Square POS
    • When the product inventory is updated on the 3dcart store (either manually via the interface, CSV import or REST API)
  • Item inventory will NOT be synchronized when:
    • The product stock is manually changed on Square

Therefore, it will be best practice to update the stock always on the 3dcart store to have everything line up correctly.

  1. Once your initial settings are configured, click on the "Save" button at the top right of the page.

Your next steps will be to configure how products will be shared between your 3dcart store and the Square POS app. Depending on how you'd like to set up the integration, you can import products from your Square app to your 3dcart store, or send products from your 3dcart store to the Square POS app. We'll cover both in the next sections.


Export Products To Square

Rather than manually creating products on Square, you can export items from your 3dcart store and populate them into your Square POS App. To do this, follow the steps outlined at the beginning of this article to connect to your Square account and select your Location. Then proceed with the following steps:

  1. Look to the top right of the page and click on the "Actions" button.
  2. Select the option marked "Export Products To Square"
  3. Confirm the selection by clicking "OK" to the confirmation prompt

The module will begin the process of uploading products to your Square account*.

*Additional Information
When exporting from 3dcart to Square, you should be aware of the following:

  • The action will export the following Product Attributes from your 3dcart store
    • SKU
    • Name
    • Price
    • Stock
    • Description
    • Thumbnail Image
    • Options (see next points)
  • Product Options
    When the product on 3dcart has options, they will be exported as well. However, keep the following in mind:
    • Only advanced options are exported
      The product's options must be set as Advanced Options in order to be sent to Square.
    • You must use Code in Advanced Options
      This will act as the product SKU on Square
    • Option Types
      Advanced options on 3dcart are able to use drop down, radio and dropimage option types. However, options will be converted to simple buttons when they appear on Square

Please also be aware of the following when uploading items from your 3dcart store to your Square POS.

  • The export process may take some time
    Depending on the size of your catalog, the export process may take some time. Stores exporting more than 5,000 items will experience significant delays.
  • Product Images
    While 3dcart allows you to use several image formats for product images, Square tends to prefer JPG and PNG images.
  • Only products that don't already exist on Square POS app will be exported
    The module uses the product's SKU/ID to match products between the two platforms
  • Categories are sent first
    The export process will export your categories first before uploading your products.
  • Products on Square can only belong to one category at a time
    If the product is assigned to multiple categories on your 3dcart store, it will be exported into Square using only one of those categories. This may result in items being added to Square in a manner that you don't intend. Furthermore, since categories are exported into Square first, this may result in empty categories when seen on the Square POS app. Fortunately, you can manually update the items and categories on Square as needed - after they are exported.
  • All products are exported
    Even if the items on your 3dcart store are marked as hidden or Not for Sale, they will be part of the export to Square. You may manually remove them from the Square POS after export.

Once the export process is complete, you will see a section at the bottom of the module setting page which will detail the status of the export process. This will include the number of categories and products found and synchronized as well as any errors that may have been found during upload.


Import Products From Square

With the 3dcart/Square POS Integration, you also have the ability to select products - which are already set up on Square - and bring them over into your 3dcart store. To do this, follow the steps outlined at the start of this article to connect to your Square account and select your Location. Then proceed with the following steps:

  1. Look to the top right of the page and click on the "Actions" button.
  2. Select the option marked "Import Products From Square"

The module will retrieve your list of products that are set up on the Square POS app and display them in a grid for you. This action should occur automatically, but if your products are not displayed you can click on the "Fetch" button (located on the top right) to refresh the grid. To the left of each grid item will be a checkbox which you can select to mark which products you'd like to import from Square.

  1. Select which items you'd like to import from square
  2. Look to the top right and click on the "Next" button.

On the next page, a second grid will show categories which will be imported from Square. From here you can select whether the category will be created on your 3dcart store, or whether it will be mapped to an existing category. Your choices are:

  • No category
    The category will not be imported from Square. Products for the category will still be added to your store, but they will not reside in any specific category of your 3dcart store.
  • Create new or map to existing
    Select this radio button if you'd like the categories to be created as new on your 3dcart store.
  • Select Existing
    Select this radio button to have the categories mapped to categories that are already present in your 3dcart store. When selecting this radio option, a popup window will appear showing your store's categories. Click "select" to choose which category to map to.
  1. Select your New Category radio option and click on the "Import" button at the top right

The module will connect to your Square POS App and download the selected products (and categories) and populate them onto your store*.

*Additional Information
When importing from Square to 3dcart, you should be aware of the following:

  • Only products that don't already exist on the 3dcart store will be imported
    The module uses the product's SKU/ID to match products between the two platforms
  • The action will import the following product attributes from Square
    • SKU
    • Name
    • Price
    • Stock
    • Description
    • Image (as external image references)
    • Variations (see next points)
  • Product Variations
    When the product on Square has variations, they will be imported to the 3dcart store as well. However, keep the following in mind:
    • Product Variations will be created as dropdown options
      If the product on Square contains variations, they will be imported to the 3dcart store as options using the dropdown option type setting
    • Product Variations will be Advanced Options
      When the product being imported from Square contains variations, they will be imported to your 3dcart store as Advanced options with inventory
    • The root product won't have a SKU
      When the item on Square has variations, each variation has its own SKU. However, the root/base product does not contain a SKU. Instead, it is treated as a unique variant of the product known as "Regular." It will be treated the same way upon import to your 3dcart store. The base product will be created without a SKU and with the first variant listed as "Regular"

Disconnecting from Square

You may disconnect your 3dcart store from the Square POS at any time. To do this:

  1. Log into your 3dcart Online Store Manager
  2. Using the left-hand navigation menu, go to Modules
  3. Once the page loads, use the search bar at the top to locate and open the "Square" module
  4. Next, click on the "Settings" link within the module.
  5. Look to the top right of the page and click on the "Disconnect" button

This will reset your Square POS integration completely and sever the synchronization process.


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