Transfer more data from Jotform to Square

  • Mars_Library
    Asked on November 18, 2021 at 8:21 PM

    Hey! I saw this older thread here: https://www.jotform.com/answers/1360548-square-why-are-donations-showing-as-uncategorized-on-the-square-dashboard

    Are there any updates?

    We want to use Jotform for more than one type of donation, and we need to keep track of which donation is which type from our Square dashboard.

    Perhaps the Payment Type or the Payment Box Sub Labels from Jotform could show up in Square where the default word "product" shows up. Picture attached to show what I'm envisioning.

    We really want to use Jotform more, but we can't, since the lack of data transfer = chaos for us. Thanks!

    Jotform Thread 3523736 Screenshot
  • Girish JotForm Support
    Replied on November 19, 2021 at 3:29 AM

    Could you provide us with more information on what different types of donations are you referring to?

    I believe you are referring to this form https://www.jotform.com/213194936531054.

    Based on that we could send a feature request to send custom data from the form to Square.



  • Mars_Library
    Replied on November 22, 2021 at 9:39 PM

    That link is to (currently) the only Jotform we have. It's for our annual campaign in the winter. But year round, we also collect different types of donations: memorials, kids' programs, for specific purchases, etc.

    That's why we wanted more data to transfer from Jotform to Square. So that as donations come in, we can see which donations are for which program or project.

    ... I think maybe you fixed it already? My boss and I are now seeing that the Payment Box Sub Label is showing up as a Description in Square, where before (as in the screenshot) we previously only saw the word "Product".

    Thank you so much!!

  • Cecile JotForm Support
    Replied on November 22, 2021 at 9:51 PM

    Hello,

    Thank you for the update.

    We're glad to know that the issue's fixed already.

    Should you have any other concerns, kindly let us know.