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    Square Integration: Allow product items to be mapped or have a category when received in Square account

    Asked by cindy.rose on December 01, 2016 at 10:47 AM
    We're having the same problem; charges in Square are showing up as "uncategorized." And when we reconnect to Square in JotForm, it doesn't see the item set up in Square to add to the JotForm. Any ideas? ... and thanks! ...
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    JotForm Support

    Answered by Charlie on December 01, 2016 at 10:57 AM

    Hi,

    May I know which of your forms are affected? Upon checking your account username cindy.rose, I see that you only have two forms, "Apartment Complex Form" and the "calendar". I don't see Square payment integrations on those form. 

    It would also help us a lot if you can provide us more details of the problem, I'm not sure what you meant by "uncategorized".

    Perhaps you are referring to a form that is shared to you by NikiLitts

    We'll wait for your response.

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    Answered by cindy.rose on December 01, 2016 at 11:03 AM

    Hi! Thanks for your quick response. Yes, I'm referring to a form that is shared to me by NikiLitts: https://form.jotform.com/63183968588173

     

    You'll see we have a Square set up to accept payment, and the item set up is the "Arts Festival Vendor." The Square payment goes through, but the charge that shows up on our Square account is listed not as "Arts Festival Vendor," but as "uncategorized." 

     

    Hope this helps explain, and please let me know if I can provide more details. Thanks!

     

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    JotForm Support

    Answered by Kiran on December 01, 2016 at 12:19 PM

    As mentioned in the original post, unfortunately, the reports are not being displayed for test accounts. Could you provide us with the screenshot of the issue so that we can take a look and provide you with necessary assistance? 

    We will wait for your response. Thank you! 

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    Answered by cindy.rose on December 01, 2016 at 03:58 PM

     

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    JotForm Support

    Answered by Kiran on December 01, 2016 at 08:46 PM

    Thank you for providing us with the screenshot. Since you are looking at the Category sales and the products are configured outside the Square payment gateway, it may be listed as Uncategorized. Could you check and let us know if the product is displaying correctly in the Item sales or any other reports?

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    Answered by cindy.rose on December 02, 2016 at 09:26 AM

    It's not; see attached screenshots.

     

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    Answered by cindy.rose on December 02, 2016 at 09:28 AM

    As you'll see, in one place, it's identified by the customer's name with the email, and in another report, it's listed as "custom amount."

    Thank you for your help. 

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    JotForm Support

    Answered by Kiran on December 02, 2016 at 09:58 AM

    As mentioned, since the product is configured out of the Square payment gateway we can confirm that it is not listing in any category. Could you let us know the report type that you have provided us with the Excel report screenshot so that we can forward the issue to our backend team to see if a category can be added? 

    Also, populating the products from the Square payment to JotForm payment field is in our wishlist. This feature might help in generating the reports with the category, etc. However, unfortunately, we cannot provide any ETA to implement this feature. 

    Thanks!

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    Answered by cindy.rose on December 02, 2016 at 10:32 AM

    Thanks! I agree that populating the products from the Square payment to JotForm payment field would be ideal and would solve the issue. In the meantime, being able to specify a category would be great, too. Here's a screen shot of the page where we export the Excel report. (Sales, export button.) 

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    JotForm Support

    Answered by Charlie on December 02, 2016 at 12:02 PM

    I am not sure how a category can be directly attached to a product item that is setup in JotForm, but I will forward this to our developers as a feature request. Unfortunately, we cannot guarantee that this will be implemented as it depends on the current workload and the actual feasibility. But we will update you as soon as we hear any news. Thank you.

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    Answered by cindy.rose on December 02, 2016 at 01:26 PM

    Thanks for looking into it!