Obtaining connection values for Square

About this task

This topic provides instructions for obtaining the connection values for the Square connector.
Note: Choose the applicable steps for the connection values based on the authorization method you selected.

Procedure

  1. Log in to your Square account.
  2. To generate a personal access token:
    1. On the Square Developer Dashboard page, choose your application. To create a new application, see Create an account and application on the Square Developer page.
    2. On the sidebar, click Credentials.
    3. Copy the Sandbox or Production Access token (personal access token) value based on your requirement and save it somewhere safe.
    4. For more information, see Get a personal access token on the Square Developer page.
  3. To generate client ID, client secret, and redirect URI:
    1. On the Square Developer Dashboard page, choose your application. To create a new application, see Create an account and application on the Square Developer page.
    2. On the sidebar, click OAuth.
    3. Copy the Sandbox or Production Application ID (client ID) value based on your requirement and save it somewhere safe.
    4. Click Show, then copy your Sandbox or Production Application secret value based on your requirement and save it somewhere safe.
    5. On the Redirect URL box, enter the URL (URI) that redirects the seller authorization to your production application.
    6. Click Save.
    7. For more information, see Create the redirect URL on the Square Developer page.
  4. To generate an access token and refresh token from the client ID and client secret, see Create the Redirect URL and Square Authorization Page URL and Connect your Application to a Seller's Account Using OAuth on the Square Developer page.