Integrating WooCommerce with Square Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WooCommerce with Square using Pabbly Connect. Follow this detailed tutorial to automate customer creation for new orders. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating WooCommerce with Square, you need to access Pabbly Connect. First, sign into your Pabbly account. If you don’t have an account, click on the ‘Sign up for free’ button to create one. Once you are logged in, navigate to the Pabbly Connect dashboard.

On the dashboard, you will see existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. In the dialog box that appears, name your workflow, such as ‘Create Square Customer for WooCommerce Order’ and click on ‘Create’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Since we are using WooCommerce, search for it in the trigger application section. Select ‘WooCommerce’ and then choose the trigger event as ‘New Order Created’. This event will activate the workflow whenever a new order is placed.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Copy the provided webhook URL.

Next, you will connect this webhook URL to your WooCommerce account. Go to your WordPress dashboard, navigate to WooCommerce settings, and select the ‘Advanced’ tab. Click on ‘Webhooks’ and then ‘Add Webhook’. Name it, set the status to active, and select the topic as ‘Order Created’. Paste the copied webhook URL into the delivery URL field and save the webhook.

3. Capturing the Response from WooCommerce

After setting up the webhook, return to Pabbly Connect to capture the response. Click on ‘Recapture Web Response’, and then place a new order in your WooCommerce store to generate a response. Ensure that you fill in the necessary billing details during checkout.

• Go to your WooCommerce store and add a product to the cart.
• Proceed to checkout and complete the order.
• Return to Pabbly Connect to see the captured response.

Once the order is placed, you will see the response in Pabbly Connect, which includes details like the first name, last name, email, and shipping address. This indicates that the webhook connection is successful and the data has been captured.

4. Setting Up the Action in Pabbly Connect

Now that you have captured the response, it is time to set up the action application in Pabbly Connect. Search for and select ‘Square’ as the action application. Choose the action event as ‘Create New Customer’. This action will create a new customer in your Square account based on the WooCommerce order details.

Next, establish a connection between Square and Pabbly Connect. Click on ‘Connect’, and if you don’t have an existing connection, select ‘Add New Connection’. You will need to provide your Square access token, which you can find in the Square Developer Dashboard under production credentials.

5. Mapping the Data in Pabbly Connect

In this final step, you will map the data from the WooCommerce order to the Square customer fields in Pabbly Connect. This involves taking the captured response data and inserting it into the corresponding fields required by Square.

Map the first name, last name, and email address from the WooCommerce response. Ensure to map the address fields, especially the address country, as it is required. Click on ‘Save and Send Test Request’ to finalize the setup.

After saving, you will receive a response indicating that the customer has been created successfully in your Square account. This confirms that the integration between WooCommerce and Square through Pabbly Connect is complete and functioning as intended.

Conclusion

In this tutorial, we detailed how to integrate WooCommerce with Square using Pabbly Connect. By following these steps, you can automate customer creation for new orders, enhancing your operational efficiency.