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Setting Up the Square Add-On

Pre-RequisitesGetting to the Square SettingsModeConnecting to LiveConnecting to Sandbox

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Pre-Requisites

Gravity Forms and Gravity Forms Square Add-On installedSSL Certificate Installed and ConfiguredA Square Account

Getting to the Square Settings

The Square Settings will allow you to connect and authenticate to your Square account. It will allow you to connect to either your Live or Sandbox Square environment.

Navigate to your Square Add-On Settings page:

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.Click on the Square tab.

Mode

Specify the environment you want to send your form submissions to. Choosing Live will send transactions to your live/production Square account and may initiate real charges. Sandbox will pass the form entry into your Square Sandbox environment, which will not generate any real transactions.

Your Gravity Forms Currency Settings must match the Currency Settings in your Square account or you will get an error when attempting to connect to Square.

Under Account Settings, select the Mode to use for Square integration: Live or Sandbox.Continue in the sections below labeled Connecting to Live or Connecting to Sandbox.

Connecting to Live

Select the Mode Live and Click the Connect with Square button.Your web browser will pass you to a new screen showing 「Redirecting you to Square…」If you aren』t automatically redirected, there is a link to follow in the form that will take you to the Square authentication page.Login with your Square Account and Sign In.You will be directed to a Square Permissions screen with the message 「Gravity Forms is requesting permission to do the following:」 and a list of the permissions that are necessary for the feed to be properly configured.Click Allow to accept the listed permissions for Gravity Forms access to your Square account. This will connect your Square account to Gravity Forms.You will be returned to the Square Settings tab. You should see 「Connected to Square as」 with your account name.A new section will also be added for Business Location. Your default Business Location in Square will be selected, but if you have more than one in your account, you can select the correct one from this list.Click Update Settings to finish configuring your Square Settings.

Once you have entered your Square settings, you』re ready to begin Setting up a Square Compatible Form.

Connecting to Sandbox

Configuring the Sandbox connection requires a Developer account configured at Square. Please read the article on Creating a Square Sandbox Account for Testing prior to completing this step.

Once you have launched the Seller Test account from the Square Developer Dashboard, you can continue connecting your Sandbox Account to the Square Add-on:

Select the Mode Sandbox and Click the Connect with Square button.Your web browser will pass you to a new screen showing 「Redirecting you to Square…」If you have not opened the Seller Dashboard properly, you will get the following error screen:If you do not get the above error message, skip to Step 4. Otherwise, you will need to Open the Sandbox Seller Dashboard in a new window first.You will be directed to a Square Permissions screen with the message 「Gravity Forms is requesting permission to do the following:」 and a list of the permissions that are necessary for the feed to be properly configured.Click Allow to accept the listed permissions for Gravity Forms access to your Square Sandbox account. This will connect your Square Sandbox account to Gravity Forms.You will be returned to the Square Settings tab. You should see 「Connected to Square as」 with your Sandbox Application Name.A new section will also be added for Business Location. Your default Test Account Application in Square will be selected, but if you have more than one in your account, you can select the correct one from this list.Click Update Settings to finish configuring your Square Settings.

Once you have entered your Square settings, you』re ready to begin Setting up a Square Compatible Form.

Setting Up the Highrise Add-On

Pre-RequisitesSetup

The Highrise CRM service is no longer in development, and no new accounts can be created. As of November 2019, we have deprecated the official Gravity Forms plug-in which is no longer available for download.

Pre-Requisites

Download and install the add-on
A Highrise account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Highrise tab.
Enter your Account URL and API Token. Your API token can be obtained by logging into your Highrise account, clicking on Accounts & settings -> My Info, and going to the Integrations tab.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API Token, you』re ready to begin creating a feed for the Highrise Add-On.

Setting Up the Breeze Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Breeze account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Breeze tab.
Enter your API Token. This is obtained from Breeze. Refer to this article for how to obtain your API token.
Click Update Settings. If you』ve entered your API token correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Breeze Add-On.

Setting up a Square Compatible Form

Pre-RequisitesIntroductionAvailable Payment MethodsCreate Your FormSummaryNotes

Pre-Requisites

Refer to the article Setup the Square Add-on

Introduction

The next step in integrating the Square Add-on is to create the form you are going to use. This can include existing forms. To be compatible with the Square Add-on, your form must contain the following required fields:

A Pricing fieldA Square field, which provides Credit Card input and Cardholder nameA Name fieldAn Email fieldAn Address field

Available Payment Methods

With the Square Add-on, you only configure Product or One-time Donation payments. As Square does not support recurring payments or subscriptions, you cannot configure a subscription form at this time with the Square Add-on.

Create Your Form

From the left-hand navigation menu of your WordPress admin dashboard, hover over Forms and click on New Form.Enter a Form Title and Form Description. Click Create Form. Alternatively you can hover over Forms and click on Forms to choose an existing form from the list.

Add fields for capturing standard payment information. We included the Name, Email and Address fields to get basic information from customers. Note: These are required fields for the Feed to Square. Add the required fields to your form and configure them as needed. These include Pricing fields of your choice. In the example below, the Shirt, Shipping, and Total serve as the Pricing fields.

Add the Square Field – Expand the Pricing Fields section and add the Square Field to your form to collect payment information via the Square field, which provides Credit Card and Cardholder Name input. If you have another Payment Gateway add-on installed and active, the Gravity Forms Credit Card Field is still available in case you are allowing users to choose from a list of payment processors, such as Square and Authorize.Net (the standard Credit Card field is needed for Authorize.Net』s processing). Conditional logic can be used to show/hide the Credit Card field depending on the payment processor selection.

Square Field Input: Once you have inserted the Square Field (which is hosted on Square』s servers), you can configure general and specific settings for your Square Field.

Summary

Now that you have created your form, with pricing fields and a Square field, it is valid for integration with Square. Visit Creating a Feed for the Square Add-On for the next step in the integration process. This is a critical step. If it is not completed, nothing is sent to Square for processing.

If you need help with creating forms, visit Creating a Form for more information.

Notes

When using Page fields to create a multi-page form, the Square field should be located on the last page of the form.If you delete the Square field from your form, the Square feeds will automatically deactivate to prevent them from running during form submission, which as the field is missing, would cause a validation error due to Square being unable to capture the card details.Your Gravity Forms Currency Settings must match the Currency Settings in your Square account

Obtaining Your Mad Mimi API Key

To use Mad Mimi with Gravity forms, you will need to first obtain your API key. Without this, Gravity Forms will not be able to appropriately communicate with Mad Mimi. In this article, we will show you how to do so.

Log into your Mad Mimi account.
Click Account from the top navigation bar.
Under Settings & Billing on the right side, click on the API tab. Your Secret API Key will be listed below.

Setting Up the Campaign Monitor Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Campaign Monitor account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Campaign Monitor tab.
Enter your API Key. This is obtained from Campaign Monitor. If you are unsure of how to obtain your API key, you may review our documentation on obtaining your Campaign Monitor API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Campaign Monitor Add-On.

Setting Up the 2Checkout Add-On

Pre-RequisitesSetupAPI ModeAPI CredentialsIPN ConfigurationSwitching Modes from Production to Sandbox

Pre-Requisites

Download and install the add-onA 2Checkout account

Setup

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.From this page, click the 2Checkout tab. You will be presented with the 2Checkout Settings Screen

API Mode

This option allows you to switch between Production and Sandbox environments within your 2Checkout Account. Sandbox Environment is configured in your 2Checkout Account by enabling the Test Order System option within your 2Checkout account under Dashboard > Setup > Ordering Options.

We highly recommend enabling Sandbox for testing your configuration prior to processing actual transactions.

API Credentials

You will complete this section using the details found within your 2Checkout account. Look under your 2Checkout Account Dashboard > Integrations > Webhooks & API.

Merchant Code: Enter the Merchant Code from your 2Checkout Account. This field is required.Secret Key: Enter the Secret Key from your 2Checkout Account. This field is required.Publishable Key & Private Key: These are no longer required to be populated, but if you have them in your account for this API key, it doesn』t hurt to add them.IPN Configured? See the section below on IPN Configuration. This field is required and should be checked after you have confirmed that you have enabled the IPN URL in your 2Checkout Account.Click Update Settings to save your changes.

IPN Configuration

You will be required to complete the IPN Configuration in order to use 2Checkout for Transactions. This requires your website to be loaded in a live setting as the IPN URL connects to your 2Checkout Account and your website must be live for 2Checkout to make the connection. When you click the View Instructions link under IPN Configured? you will be presented with this screen (URL』s may differ for your installation):

IPN Instructions1. Click the link provided to login and access your 2Checkout IPN management page.2. Navigate to Dashboard > Integrations > Webhooks and API3. Click on the IPN Settings tab.4. Click on the Add IPN URL button and add the IPN URL provided in the pop-up window.5. Click Add IPN Button6. Scroll down to the triggers section and make sure Completed orders, Cancelled orders and Reversed and Refund orders are checked.7. Scroll down to Response Tags and click select all.8. Update the Settings.9. You will be returned to the 2Checkout Settings screen. You can now check the IPN Configured? checkbox verifying that you have enabled the Gravity Forms IPN URL in your 2Checkout Account. This is a Required Field.

Switching Modes from Production to Sandbox

When testing transactions, you can switch the API Mode by switching from Production to Sandbox and clicking Update Settings.

Once you have entered your API keys, you』re ready to begin creating a feed for the 2Checkout add-on.

Setting Up the Mailgun Add-On

Pre-RequisitesSetup

Pre-Requisites

Add your domain to your Mailgun account and validate it.
Download and install the add-on
A Mailgun account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Mailgun tab.
Select your Region and enter your Private API Key. This is obtained from Mailgun. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Mailgun API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin sending form notifications using Mailgun.

Setting Up the Campfire Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Campfire account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Campfire tab.
Enter your Account URL and API Key. This is obtained from Campfire. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Campfire API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Campfire Add-On.

Setting Up the Advanced Post Creation Add-On

SummaryPre-RequisitesLimitationsSetup

Summary
The Advanced Post Creation Add-On is an official Gravity Forms add-on that allows you to convert submitted entries into a WordPress post or page or custom post type including extensive control of multiple features and metadata using the feed settings.
Pre-Requisites

Gravity Forms v2.3+
Download and install the add-on

Limitations
The Advanced Post Creation Add-on does not support creating or registering the Custom Post Types, Custom Fields (post meta) or Taxonomies that it can publish to. If you need to publish to post types that are not already created or registered in your WordPress installation, you will need to take care of that using code or with any of the plugins that support creating and registering custom post types and custom fields.
Setup
Once the add-on has been installed, you will need to create a feed to publish your form into a Post or Custom Post Type. See the Creating a Feed for the Advanced Post Creation Add-On article for instructions.