Order Management for High Volume of Payments via Square

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    dougfatheruk
    Asked on December 07, 2017 at 07:35 PM

    Hi all,

    I'm wondering if anybody has any suggestions or solutions for managing high volumes of sales via Jotform and Square Payments.

    It's easy enough to be able to take the payments I'm just struggling to find a way of managing them. 

    Ideally I'd like a way of marking the orders as fulfilled from one central account or location. From what I can see none of the form data is passed to my Square account so I'll need to use a third party app. 

    Thanks

  • Profile Image
    liyam
    Answered on December 07, 2017 at 10:39 PM

    The one immediate option I have in mind is downloading the Excel file of your submissions then manage it form there. Here is a guide you can check to know how to get the excel file of your submissions: https://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel 

    If the tools and features available in the submissions page is not enough for you, we have integrations available such as SalesForce, Google Spreadsheets, Google Drive, Dropbox, etc. If you have a specific method in mind, perhaps we can search for something to your preference.

    Thanks.