Use Jotform to collect information from people using my Square store
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loristuartAsked 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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MichaelAnswered on November 19, 2017 at 08:02 AMJotform Support
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.