Questions regarding Square integration

  • agjost
    Asked on November 19, 2020 at 7:26 AM

    Hello, I am setting up a new order form with Square integration. I did this by first cloning a form I have used before, and then modified the product details etc. Can I assume that the Square integration that I had set up for the original form is still valid for the cloned-and-modified form, or do I have to repeat the Square integration process?

    Also I am confused a bit about how to use test mode. Do I simply set the mode to "test" and then do a dummy form submission with one of the test card numbers at the Square website, or is it more complicated than that?

    Thanks, Allan

  • Richie JotForm Support
    Replied on November 19, 2020 at 8:32 AM

    You would have to connect your cloned form to your Square account to be able to use the integration.

    For the test mode, you are right. You may use the test card in Square to test a submission to check if the integration works.

    If you have further questions, let us know.


  • agjost
    Replied on November 19, 2020 at 2:15 PM

    Hi, thank you for getting back to me. I had understood all that and found the test card number I wanted to use, but it would not work. The real problem was that I could not even get into test mode. If I try to select test mode and then try to reconnect to Square and get the following message below (There was a similar message (with slightly different wording) showing on my settings screen just before I tried to reconnect. But if I I log in to my Square account I can find no way to get to a "Developer Dashboard". I do not appear to have a sandbox account at Square and have no idea how to get one. It is my form # 203225287908964.

    1605812611 5fb6c18340adf TestMode Error Screenshot 10

  • KrisLei Jotform Support
    Replied on November 19, 2020 at 4:54 PM

    Hi,

    You may refer to this detailed help guide in Square to create your Sandbox Test Accounts: https://developer.squareup.com/docs/testing/create-and-authorize-sandbox-account

    I hope this helps. Let us know if you need further assistance.