Pre-RequisitesIntroductionCreate Your FeedTransaction TypesProducts and ServicesSubscriptionsProduct And Services SettingsPayment AmountAuthorize OnlyOther SettingsBilling InformationConditional LogicNotes
Pre-Requisites
Setup the Square Add-On
Create a Square Compatible Form
Introduction
The last step of integrating Square with Gravity Forms is creating a feed. A feed communicates information to Square each time a visitor successfully submits your form. This is a critical step, as without it, no data is sent to the external service.
Create Your Feed
Open your Square compatible form and from the dropdown menu, choose Settings → Square.
On the Square Feeds screen, select Add New.
On the Feed Settings screen, provide a unique Name.
Note: The feed name is not displayed to the user, but helps you distinguish the feed within admin lists.
Select a Transaction Type.Refer to the section below for an explanation of the transaction types.
Complete any panels of Feed Settings.Refer to the section below for a description of these settings.
Click Update Settings to finish saving your feed.
Transaction Types
The following transaction types are offered:
Products and Services
These are single/one-time payments.
Subscriptions
Subscriptions for Square can be created and managed via Gravity Forms
Product And Services Settings
The options offered here will be dependent upon the Transaction Type selected.
Payment Amount
Determines which form field will be used for the payment amount. For example, you could choose a specific product Field, or the form Total.
Authorize Only
This option allows Square to authorize the payment on a customer』s card, but to not capture that payment until a later date. Refer to this article for details.
Other Settings
Billing Information
Map your form fields to the Square address fields to determine what information will be sent to Square for each required billing field. This will include your Email Field, Name Fields and Address Fields.
Conditional Logic
Selecting 「Enable Condition」 checkbox allows you to specify the rules that determine when this feed executes.
Conditional Logic also allows you to configure multiple Square Feeds for a single form and trigger the correct one based on Conditional Logic.
Refer to the Conditional Logic feed article for more information.
Notes
Your Gravity Forms Currency Settings must match the Currency Settings in your Square account or you will not be able to create a feed.
Testing your Feed with a Square Sandbox Developer Account is highly recommended before testing your transactions on your live account first. See our article on Creating a Square Sandbox Account for Testing for more details.