Square & Thryv have united! Now, you can not only get paid using Square, but Thryv provides full integration with your Square clients and invoices. In this article, we will walk you through the entire process of connecting your existing Square account with Thryv and we'll talk about all the available functionalities that come with it.
Below, we'll show you how to connect your existing Square account from your Settings and also from the Setup Wizard.
Note: Once you complete this process, you will need to follow this article in order to have your data from Square synced to your Thryv software.
Connecting your Square Account from Settings
You'll click on Settings>Payments>Connect to Square first:
From here, you'll be prompted to log into your existing Square account using your email and password:
Next, you'll want to give Thryv access to your Square account by clicking Allow. It will request permission to do the following:
- Read your payment history.
- Create payments and refunds.
- Read your bank account summary information,
- Read your customer contact information.
- Modify your customer contact information.
- Read your employee information.
- Read your Square orders.
- Update and Create Square orders.
- Process in-person payments on behalf of your account.
You will be redirected back to Thryv and if your Square account was successfully connected, it will now say "Disconnect" under Square.
Should you need to disconnect your Square account for any reason, simply click on "Disconnect your Square account."
Connecting your Existing Square Account using the Setup Wizard
Click on the Setup Wizard bar at the top of your Thryv:
You will be asked to complete your Business Profile if you have not done so already. Our Wizard will walk you through each step you need to take!
Complete your Business Profile
Add Your Business Hours
Wait for your business information to be submitted to Yext. Click Next once it hits 100%!
Connect your Square account by clicking on the box that says "Square."
Sign in using your Square credentials
Upload Google Contacts if you choose
For an FAQ about Payments, and more specifically, Square, see this article.