Connecting to Square

Overview 

Square is a financial service, merchant services aggregator, and mobile payments company. You can use SkyPoint's built-in connector for importing data from Square. SkyPoint Modern Data Stack Platform collects, analyzes, and provides a solution to transform data into meaningful information for generating valuable insights. 

Prerequisite 

You have Square Account and credentials such as URL and API key to start the configuration.

Import Data using Square connector 

  1. In the left pane, go to Dataflow > Imports.

The Dataflow window appears. 

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  1. Click New Dataflow to create dataflow. 

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  1. Enter a Name to identify your Dataflow.

❕ Note: Name starts with a letter.  Use letters and numbers only. No spaces between letters. 

  1. Click Next. 

Add Square Connector 

  1. In the All or Ecommerce categories, select the Square connector.  Also, you can use the Search function to find the Square connector.

 

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  1. Select the Square connector to start the configuration.

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  1. Enter the Display Name to identify your Dataflow. 
  2. In the Description box, you can enter an explanation of the connector.  
  3. Click Next. 

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To configure Square

Follow the below steps to configure the connection to Square:

  1. Enter your credentials such as API Key and URL to configure with the Square connector.

  2. Click Connect. 

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  1. After configuration, you can enter the Table Details to process the data.

❕ Note: In the Table Details column, you can mark only those fields that you want to import and process the data.

Item  Description 
Purpose  Option to assign a purpose (Data, Metadata) for each table. 
Data
 Loads customer data. 
Metadata
 Loads Metadata. 
Name Displays the file name that you have imported. 
Table Name  Displays the imported table name. 
  1. Click Save to apply the changes. 

Run, edit, and delete the imported data 

After saving the connection, the Square connector appears on the Dataflow page. Also, you can see the list of created entities in the Databases section. 

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Item Description
Name  Displays the name of the Dataflow. 
Type  Displays connector type symbol. 
Status  Indicates whether the data is imported successfully. 
Tables Count  Displays the number of tables. 
Created Date  Displays date of creation. 
Updated Date  Displays last modified date. 
Last Refresh  Displays the latest refresh date. This date will get updated whenever you refresh the data. 
Group by  Option to view the items in a specific Group (For example, name, type, status). 

  1. Click on the connector on the Imports page that you want to modify.

  2. You can select the horizontal ellipsis in the Actions column and do the following: 

If you want to Then
Modify the Dataflow  Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow  Select Run. 
Bring the data to its previous state  Select Rollback. 
Delete the Dataflow  Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow  Select Run History. 

❕ Note: You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run history > Description. 

Next step 

After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.