Service Form - Customer information transfer into Square Invoice

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    Asked on June 28, 2021 at 03:56 PM

    I use a form for customers to request a service from me. Once I can get to them to service them, I then have to copy and paste customer information into a Square Invoice to process what all I did and charge them accordingly. Is there an integration to copy this information from Jotform into the customer fields of a Square invoice (Customer Name, Phone, email, etc.)?

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    Answered on June 28, 2021 at 10:45 PM

    Hi jckarlnusa, thank you for reaching us.

    Are you referring to transferring customer information to Square database? If that's the case, unfortunately, it is not possible to transfer submission data to the Square database. You can only view the submissions on your form submissions page.

    If this is not what you are referring to, kindly let us know so we can better assist you.

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    Answered on June 29, 2021 at 09:11 AM

    I feel this could go to your developers for a NEW function. I collect customer info like name, address, phone, email, etc. and it would be nice if that could auto 'export' and 'import' into Square as a customer/contact. Square has a way to import .csv files, now we just need Jotform to help figure the rest out!! Thanks for the reply. ~Jamie

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    Answered on June 29, 2021 at 12:51 PM

    Hello @jckarlnusa,

    Thank you for sharing the details of your request. However, please note that all of our payment integrations are only for processing payments. We can raise a feature request to our developers, but we cannot guarantee that the feature will be implemented.

    Instead, since you are mentioning that you can upload a .csv file to Square to upload your contacts/customers, you may want to download your submission data in .csv format and then use that to upload on your Square account.

    Related User Guide - How-to-download-form-submissions-as-excel-csv-pdf

    But, if this does not work for you, please let us know and we can go ahead and escalate this support ticket as a feature request to our development team.

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    Answered on July 24, 2021 at 01:35 PM

    I would also like to see this feature implemented. I use square for invoices, it would be much easier if there was a way to turn the submission form into an invoice, instead of copying and pasting the customers information.
    Thank You
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    Answered on July 24, 2021 at 07:45 PM


    We will resolve your concern on your ticket here