Use JotForm to collect information from people using my Square store

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    loristuart
    Asked on November 19, 2017 at 06:58 AM

    I need to use jot form to collect excel sortable information on the people using my square store. I have multiple items that they will be shopping, so I only want them to have to fill out their information once after they have added their items to the cart (Name, Email, Address - etc.). So far, what I've seen with the information provided about connecting jotform with Sqaure is that I can create a form for one item and add the Sqaure payment section to the bottom. How can I add jotform to Square so that I can collect information using jotform, but still use Square store?

    I am working for a nonprofit and I could really use your assistance. Square does not currently have the ability to export all of the patron information that I require into an excel spreadsheet. I can't ask all of the people that visit my store to pay for each item individually. They have to be able to pay for all of their items from a cart at the end.

    Thank you so much for your help!

    Lori Stuart



    This is a re-post of a comment on Process Square Payments Online with JotForm

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    Mike_G
    Answered on November 19, 2017 at 08:02 AM

    I'm not sure if it is possible to embed the form to Square or to redirect respondents to the form after they have added items to the cart. But I would like to inform you that you can add multiple product items to your form using Square Integration. You can check this guide for more information — Setting-Up-Your-First-Order-Form

    Then, once you've gathered submissions, you can download the Excel file that contains your form submissions from the submissions page — How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    Also, you mentioned that you are part of a non-profit organization and I would like for you to take the opportunity to avail our plan subscription at a discounted rate. You can apply for the discount at this website — https://www.jotform.com/nonprofit/pricing/

    If you have other questions or concerns, please feel free to contact us again anytime.