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Square

Connect Square to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

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Connect Square

  1. Open the catalogue. In the console, go to Data · Connections and press New connection.
  2. Choose Square. It is listed under finance and payments; you can also search for it by name.
  3. Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
  4. Choose what to sync. Pick the streams you want, and a sync mode for each. See choose what to sync.
  5. Run the first sync. sanda tests the connection, then lands each stream as a table in your warehouse.

Configuration fields

What the connection form asks for. Required fields are marked; the rest are optional.

Field Type Required Description
Authentication one of 2 options No Choose how to authenticate to Square.
Sandbox boolean Yes Determines whether to use the sandbox or production environment. Default false.
Start Date string No UTC date in the format YYYY-MM-DD. Any data before this date will not be replicated. If not set, all data will be replicated. Default 2021-01-01.
Include Deleted Objects boolean No In some streams there is an option to include deleted objects (Items, Categories, Discounts, Taxes). Default false.

Authentication

Choose how to authenticate to Square.

Choose one of the following. Each asks for its own fields.

Oauth authentication

Field Type Required Description
Client ID string, secret Yes The Square-issued ID of your application.
Client Secret string, secret Yes The Square-issued application secret for your application.
Refresh Token string, secret Yes A refresh token generated using the above client ID and secret.

API key

Field Type Required Description
API key token string, secret Yes The API key for a Square application.

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