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Prerequisites

Verify you have the necessary permissions before starting setup.

A Square Developer account at developer.squareup.com
Access to create applications in the Square Developer Console

Create a Square Application

Register an OAuth application in the Square Developer Console. One application covers both Production and Sandbox environments.

Click Create your first application or New Application.

Enter an Application Name (e.g., `StackOne Integration`).
Click Save.

Configure OAuth settings

Set up the redirect URL and permission scopes for your application. The redirect URL must be added separately for Production and Sandbox using the environment toggle.

Use the environment toggle at the top of the page to select Production, then navigate to the OAuth tab.

In the Redirect URL field, enter exactly: `https://api.stackone.com/connect/oauth2/square/callback`
Click Save.

Use the environment toggle to switch to Sandbox, then navigate to the OAuth tab.

In the Redirect URL field, enter exactly: `https://api.stackone.com/connect/oauth2/square/callback`
Click Save.

Enables actions: Accept Dispute, Add Group To Customer, Batch Change Inventory, Batch Delete Catalog Objects, Batch Retrieve Catalog Objects, Batch Retrieve Inventory Changes, Batch Retrieve Inventory Counts, Batch Retrieve Orders, Batch Upsert Catalog Objects, Bulk Create Customers, Bulk Create Team Members, Bulk Delete Customers, Bulk Retrieve Customers, Bulk Update Customers, Bulk Update Team Members, Calculate Order, Cancel Invoice, Cancel Payment, Cancel Payment By Idempotency Key, Cancel Subscription, Clone Order, Complete Payment, Create Break Type, Create Card, Create Customer, Create Customer Group, Create Dispute Evidence Text, Create Gift Card, Create Gift Card Activity, Create Invoice, Create Job, Create Location, Create Order, Create Payment, Create Payment Link, Create Subscription, Create Team Member, Create Timecard, Delete Break Type, Delete Catalog Object, Delete Customer, Delete Customer Group, Delete Dispute Evidence, Delete Invoice, Delete Payment Link, Delete Timecard, Disable Card, Get Bank Account, Get Invoice, Get Payment, Get Payment Refund, Get Payout, Link Customer To Gift Card, List Bank Accounts, List Break Types, List Cards, List Catalog, List Customer Groups, List Customer Segments, List Customers, List Dispute Evidence, List Disputes, List Gift Card Activities, List Gift Cards, List Invoices, List Jobs, List Locations, List Merchants, List Payment Links, List Payment Refunds, List Payments, List Payout Entries, List Payouts, List Subscription Events, Pay Order, Publish Invoice, Refund Payment, Remove Group From Customer, Resume Subscription, Retrieve Break Type, Retrieve Card, Retrieve Catalog Object, Retrieve Customer, Retrieve Customer Group, Retrieve Customer Segment, Retrieve Dispute, Retrieve Dispute Evidence, Retrieve Gift Card, Retrieve Gift Card From GAN, Retrieve Inventory Adjustment, Retrieve Inventory Count, Retrieve Inventory Physical Count, Retrieve Job, Retrieve Location, Retrieve Merchant, Retrieve Order, Retrieve Payment Link, Retrieve Subscription, Retrieve Team Member, Retrieve Timecard, Retrieve Wage Setting, Search Catalog Items, Search Catalog Objects, Search Customers, Search Invoices, Search Orders, Search Subscriptions, Search Team Members, Search Timecards, Submit Evidence, Unlink Customer From Gift Card, Update Break Type, Update Customer, Update Customer Group, Update Invoice, Update Job, Update Location, Update Order, Update Payment, Update Payment Link, Update Subscription, Update Team Member, Update Timecard, Update Wage Setting, Upsert Catalog Object

In the Permissions section of the OAuth tab, select the required permissions for the integration.

Copy Production Credentials

Retrieve your Production Application ID and Application Secret for connecting to the Production environment.

In your application, use the environment toggle at the top of the page to select Production.

Click the Credentials tab in your application settings.

Copy the Application ID — it starts with `sq0idp-`. This is your Production Client ID.
Click Show next to Application Secret and copy it — it starts with `sq0csp-`. This is your Production Client Secret.
Store both values securely for use later.

Copy Sandbox Credentials

Retrieve your Sandbox Application ID and Application Secret for connecting to the Sandbox environment.

In your application, use the environment toggle at the top of the page to select Sandbox.

Click the Credentials tab in your application settings.

Copy the Sandbox Application ID — it starts with `sandbox-sq0idb-`. This is your Sandbox Client ID.
Click Show next to Sandbox Application Secret and copy it — it starts with `sandbox-sq0csp-`. This is your Sandbox Client Secret.
Store both values securely for use later.

## Creating the StackOne Connector Profile To create the Connector Profile in StackOne for Square: Login to StackOne and navigate to [Connector Profiles](https://app.stackone.com/connector_profiles)

Click + Connector Profile
Search for and select Square
Select Type as OAuth 2.0
Fill out the fields using details retrieved from your provider:
- Application ID
- Application Secret
- Scopes (Optional)
(Optional) Select Actions to be enabled for this Connector Profile
Click Create profile

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Square.