Square

About the integration.

Square is the POS-plus-payments stack retail, restaurant, and service businesses run on. Our integration pulls Square Orders, Customers, and Subscriptions into the inbox, so the AI can answer questions about an in-store purchase or a recurring service. Refunds within your cap can be issued from the chat.

What you get on day one.

• ✓Look up any Square Order by ID, customer email, or last 4 digits of card.
• ✓Surface in-store and online purchase history side by side.
• ✓Refund a payment from inside the chat, with a configurable cap.
• ✓Pull Square Subscription status, next billing date, and cancellation.
• ✓Customer Directory sync: every Square customer searchable in the inbox.
• ✓Works across Square POS, Square Online, and Square Appointments.

Under the hood.

We use Square's OAuth flow and REST API. Orders and Customers sync on a webhook plus poll basis: Square webhooks fire on new orders and customer updates, a fast poll catches anything missed. Refunds and subscription actions call the live Square API. The AI grounds answers in actual order data so it does not hallucinate on status.

Set up in 6 steps.

1. 01
   In your message.com workspace, open Integrations, then Square.
2. 02
   Click Connect Square. You will be redirected to Square's OAuth flow.
3. 03
   Authorize the requested scopes (read orders, read customers, read subscriptions, write refunds optional).
4. 04
   Pick which Square location (or all locations) to sync.
5. 05
   Configure the refund policy: max amount, max per customer per month, escalation rules.
6. 06
   Save. Initial sync runs in the background, typically under 15 minutes.

Questions people ask before they install.

Other Payments apps.

Try the Square integration free.

14 days free, no credit card needed. Install the integration in under 5 minutes.