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How to connect Square to Formaloo

Connect your Square account using its Access Token and Location ID. Easy setup, secure transactions.

Connect your Square account to Formaloo so respondents can pay right from your form, whether it's an order, a booking, or a donation. You connect Square once in Integrations, then switch it on for any form that needs payments. Full reporting and multiple payment gateways are supported.

Before you start

You'll need two details from your Square account:

  • Access Token: open the Square Developer Dashboard (developer.squareup.com), open your application, and copy the token from its credentials.

  • Location ID: in the same dashboard, open the Locations tab and copy the ID of the location that should receive your payments.

ℹ️ Production or Sandbox? Use your Production values to accept real payments. Sandbox values are for testing only.

1. Open Square in Integrations

  • Click Integrations in the bottom-left corner of the sidebar. This is where all your connections live, including payment gateways.

  • Find Square and click it.

  • Click + Connect Square.

2. Enter your Square details

A short form opens. Fill in each field:

  • Title: a name that helps you recognize this connection later.

  • Access Token: the token you copied from Square.

  • Location ID: the ID of the Square location that receives the payments.

  • Description: a short note for your team, for example what this Square account is used for.

Then click Submit.

Your Square account is now connected to Formaloo. Next, switch it on for your form.

3. Enable payments on your form

Connecting Square doesn't turn payments on by itself. Each form needs payments enabled, so respondents are asked to pay when they submit.

  1. Open your form in the form editor.

  2. Click the Settings tab in the right panel.

  3. Open the Form Payment section and turn on the Form with payment toggle.

  4. Payment method: choose your Square connection from the dropdown. If you don't see it, check that Square is connected in Integrations.

  5. Fixed payment amount (optional): enter an amount if every respondent pays the same price. Leave it empty if the total depends on what respondents choose.

  6. Currency: check that it's the currency you want to charge in.

  7. Click Save.

⭐ Pro tip:

Preview your form and go through it once before you share the link, so you know exactly what your respondents will see.

📝 Additional insights:

In this tutorial, you’ll learn how to calculate the total payable amount based on your user choices on your formaloos.

In this tutorial, you’ll learn how you can set up a fixed amount as your form’s payment.

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