How to Install Square addon in WPForms
Are you looking to install Square Addon in WordPress?
If yes then in this tutorial we have shared everything you need to know on how to do this easily
WPForms is a popular form builder plugin using which you can create almost every type of form easily such as
- Contact
- Payment
- Feedback
- Order
- Submission
- Newsletter
- Registration
- Donation
And more.
Until recently WPForms only allowed you to accept payments using PayPal, Stripe and Authorize.net
However, on September 14 2021 they released an update after which you can now also accept payments and donations using Square.
Before this update, if you had to integrate WPForms with Square then you were required to use a third party service and the process was quite complicated.
But with the introduction of Square addon, the integration process has become quite straight forward.
Keeping this in mind, in this tutorial we will be covering everything you need to know about WPForms and Square payments integration and below are the topic covered.
Why use Square with WPForms
Square Inc is a company that was created in the year 2009 by Jack Dorsey (Twitter) and Jim McKelvey (LaunchCode) with a mission to empower every business to accept payments and grow their business easily.
Since its launch, Square has grown tremendously with it now offering a complete set of business tools and equitable business loans to give every eligible business access to funding.
Keeping this in mind, below we have shared a few reasons to integrate Square with WPForms.
What do you need to install Square Addon in WPForms
Now that you know the upside if using Square payments with WPForms, the next topic we are going to discuss is the requirement for this integration.
The first thing that you need for integrating WPForms with Square payments is an SSL certificate. It is important to know that the customer’s data security and privacy is the first priority and both WPForms and Square prioritize it.
Keeping this is mind, almost every web hosting company these days offer free SSL with their plans and activation process is just one click.
If you are a SiteGround user and want to implement this then you can follow our detailed tutorial on activating free SSL on SiteGround.
Once you have successfully enabled the SSL and have a padlock in the browser address bar the next thing you need for this integration is
An account on Square
To create an account on Square the first step in the process is to visit Square and then click Get Started on the homepage.
When you click Get Started, it will take you to the Square’s sign up page where you are required to
- Enter an email
- Select a secure password
- Pick a country where your business is located
Kindly note– If you are from the USA then there will be some additional steps in the process where Square will ask you to select addons for your business (as it is a complete suite of tools) and verify your identity to receive payments.
Once done you need to click Continue and it will take you to a new page where you need to provide some basic information about your business.
After this, you need to click Continue and it will show you the success message with an option to login.
And that’s it you have successfully created an account on Square payments.
After Square, the next thing you need for this integration is
Installing and activating WPForms Pro
To get started with installing and activating WPForms Pro, the first step is to visit WPForms and click Get WPForms Now on the homepage.
This will show you all the WPForms plans and here you will have to select Pro plan or above as these are the plans that come wit the Square payments addon.
On selecting a plan, it will take you to the checkout page where you will have to enter some basic information to create an account on WPForms and then pay.
Once the payment has been successfully processed, the next step is to login to your WPForms account and download the plugin.
Kindly note that you will find the
- License key
- WPForms Square Addon
- Option to download WPForms plugin
under the Downloads tab.
Now that you you have the plugin and the license key, the next step is to install WPForms and activate the license.
For this you need to login to your WordPress dashboard and then navigate to Plugins and click Add New.
On clicking Add New, it will show you the option to upload the plugin zip file that you have just downloaded.
Once you have uploaded the file, you need click install and then activate it.
When you will activate the plugin, it will take you to the WPForms Welcome page and in the next step you need to head over to Settings in WPForms menu inside your WordPress dashboard.
Doing this will show you the General WPForms settings and here you are required to enter the license key and then activate it.
On a successful activation it will show you the level of key just below it. See the above screenshot for reference.
Once you are done till here, the next step is to
Download and install WPForms Square addon
Before we dive into the integration part it is important to know that like every time I first checked for the Square Addon in the Addons section in the WPForms menu.
And was unable to find it, hence couldn’t install it directly from the WordPress dashboard.
If this is the case with you then to download the WPForms Square payments addon you will have to go to your WPForms account and in the Downloads tab you will find the Square addon.
Once you have located the addon, you can download it by clicking the cloud icon.
After this you are required to go back to your WordPress dashboard and head over to Plugin and click Add New.
Clicking the Add New will show you the option to upload the Addon and in the next step you are required to install it just like the plugin above.
And that’s it you have successfully installed the WPForms Square addon.
Connect WPForms and Square payments
Once you have successfully installed and activated the WPForms Square addon, the next step is the integration.
To integrate WPForms and Square you need to go to Setting in the WPForms menu and then Select the Payments tab.
In the Payments tab, the first option your will come across is the Currency and this option has to be same as that in the Square.
If the currencies won’t match then you not be able to connect WPForms and Square.
By default USD is selected and you can change it by using the drop down.
Once you are done till here, just below the Currency you will see the option to integrate WPForms with Square.
Before we move forward, it is important to know that just below the option to connect WPForms with Square, there is an option to enable Test Mode.
Be sure not to select this option or else the payments won’t be process successfully.
Keeping this in mind, to connect your Square account with WPForms you need to click Connect with Square and it will ask you to log in to Square.
On a successful sign in, WPForms will ask for permission to connect with Square payments.
Here you are required to click Allow and it will take you back to your WPForms settings.
If the connection was successful then you will see a green check mark right next to the connection status.
Before we move forward, it is important to know that once the connect is established it will fetch the business location as well and you will be able to select that using the drop down.
Add Square payment to Forms
Once you have successfully integrated WPForms with Square, the next step is to add it to forms.
For this you need to either create a new form using WPForms or edit an existing one.
Doing this will take you to the drag and drop builder and here the first thing you have to do is add the Square payment field.
As you can see in the screenshot above, it automatically populates the fields required to process the payment.
Once done, the next step is to activate the Square payments and for that you need to click Payments in the WPForms menu.
And it will show you the option to enable it.
To enable Square Payments you just have to click the Toggle and it will activate.
On enabling this it will show you additional settings and in these you are required to map the fields.
Before we move forward, it is important to know that you can also enable Conditional Logic in Square payments and you can do this by activating the Conditional Logic first.
And it will show you the drop down using which you can set the conditions as per your requirements.
Once you are done, Save the changes you have made.
Enable notifications for complete Square payments using WPForms
Apart from the settings above, WPForms lets you activate notification for all the payments you have received using Square.
And to enable this you need to visit Settings in WPForms drag and drop builder and then click Notifications
Once you are in Notifications, you need to scroll till the end until you find the option “Enable for Square completed payments”.
Here you need to just click the Toggle button right next to it and Save the changes.
And that’s it you have successfully connected WPForms with Square and implemented it on a form.
Having said that,
I hope you will find this tutorial helpful and are able to easily use WPForms with Square.
In case you have any queries feel free to reach out and we will be happy to help.
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