> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://squareintegration-dpl.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Configurations Page - Square Integration App.

|| The Configuration page in the Square Integration app lets you control how your products, inventory, locations, orders, and customers sync between Shopify and Square. Understanding and setting these configurations correctly ensures your store operates seamlessly.


### 🛒 __Product Configuration__

Product Configuration lets you define how your products sync between Shopify and Square, including which platform acts as your primary source.

###### 🔀 __Primary Source Setting__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/primary-source-setting_w8nogy.png)

From the **Primary source setting**, select your primary source platform, either **Shopify** or **Square**. Any changes made on the primary platform will sync to the other platform based on your sync settings.

* **Shopify** → Data flows from **Shopify to Square**
* **Square** → Data flows from **Square to Shopify**

||| 💡 Choose your primary source wisely based on where your most accurate product data resides.

||| 📝 Note: Regardless of the primary source, **inventory always syncs both ways (bidirectionally)**. Changes made on either Shopify or Square will sync to the other platform.

###### 🔧 __Choose Your Sync Setting__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/choose-sync-setting_1tibd08.png)

After setting your primary source, use **"Choose your sync setting"** to enable or disable syncing of each field from the primary source to the other platform:

* **Product Title**
* **Product Description**
* **Product Price**
* **Product Image**

✅ Example: If **Shopify** is your primary source and you enable **Sync product title**, then updating a title in Shopify will sync it to Square.

||| ❌ Common mistake: Users select Square as the primary source but update titles in Shopify, this will not sync unless Shopify is the primary source.

###### ⚙️ __General Product Setting__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/general-product-setting_3yq33f.png)

**🗑️ Automatically delete Square product when linked & active Shopify product is deleted, archived or drafted**
When enabled, and based on your primary source, deleting (or archiving/drafting) a linked product on Shopify will automatically delete the linked product on Square as well.

||| ⚠️ Please review this setting carefully, as it may result in products being removed from Square.

**🔗 Product Linking Setting — Automatic link products based on SKUs only**
* **Disabled (default):** For single products, the app looks for a matching **title and SKU**. For variation products, it looks for matching **title, SKU, variation count, variation title, and variation SKU**.
* **Enabled:** The app links using **SKU only** for single products, and **SKU + variation count** for variation products, then fully links the matching product.

**🌐 Export Shopify products only to connected Square locations**
* **When enabled:** Exported Shopify products will only be available in the connected Square location configured in the app.
* **When disabled:** Exported Shopify products will be available in all Square locations.

###### 📥 __Square Import Default Option__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/square-import-default_ehi4ct.png)

When importing products from Square to Shopify, if a variant option name is not available on Square, the **Default variant option name** you set here is used when creating the product in Shopify.

*Suggested names: Default, Standard, Basic.*

---

### 🧮 __Inventory Configuration__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/inventory-shared-sku_rcpbwc.png)

###### 🔄 __Shared SKU Inventory__

**Shared SKUs** = the same SKU used across multiple products in your store.

* **When enabled:** Inventory will sync even when there are multiple products with the same SKU on Square.
* **When disabled:** The inventory update will not apply to multiple Square products that share the same SKU.

||| ✅ Recommended: Use unique SKUs in both Shopify and Square to maintain clean and accurate inventory tracking.

---

### 📦 __Order Configuration__

This section lets you configure how orders are synced between Square and Shopify.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/order-configuration_7tg6po.png)

###### 🔁 __Sync Square Orders to Shopify__

* **When enabled:** Newly placed orders in your Square store will be automatically synced to your Shopify store.

###### 🚚 __Sync Shopify Pickup Orders to Square__

* **When enabled:** Paid Shopify orders with **Pickup** fulfillment will be sent to Square.

---

### 👥 __Customer Configuration__

This section lets you configure how customers are synced between the Shopify and Square platforms.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/customer-configuration_jf46s8.png)

###### 🔄 __Customer Sync Settings__

* **When enabled:** Customers created on one platform will automatically be created on the other.
* **When disabled:** Customers will no longer sync or be created across platforms.

---

### 🗺️ __Location Configuration__

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/location-connect_1wbytgn.png)

Shopify and Square can each have multiple locations. The location connection you set here is used to manage your inventory sync.
* Our app syncs inventory **only between connected locations**.
* If you have 5 locations in both Shopify and Square, but only 1 is connected, **only that one location will sync inventory**.

###### 🔗 __How to Connect Locations__

1. Use the dropdown menus to select and connect **matching Shopify and Square locations**.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/location-dropdown_1xqg2ce.png)
2. If a location doesn't appear, click the **🔄 Refresh button** to fetch the latest list from Shopify or Square.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/4/d/294d0430bb41e400/location-refresh_nqpu84.png)

||| You can only connect one Shopify location to one Square location (1:1). ❌ Multiple connections (e.g., 1 Shopify to multiple Square) are not allowed.

||| ⚠️ Important: Most user errors happen in this section, so make sure to connect all the required locations correctly during onboarding.

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| If you have any questions, please connect with our support team and our team will be there for you. Happy Selling!
