About the AIQ <> Square POS Integration
Review our Integration Grid for supported features.
How to Connect AIQ to Square POS
Square POS Steps
Ensure you have an active Square POS account with admin access to their dashboard and settings.
Head to your Square account and locate the Developer Dashboard
Follow Square’s guide to create/locate your Application ID and Personal Access Token, you will need both to connect with AIQ
AIQ Steps
Navigate to Settings > Integrations, search for Square and click the green Connect button.
Fill out the credentials
AppID
Access Token
After these are filled in, click the green Add Credential button
Scroll down to the Loyalty section and check off the box next to Required All users from this source have passed an age gate compliant with my industry.
Lastly, click the green Update Connection button at the bottom of the settings. You have now completed the minimum settings needed to connect your integration!
How to Map a Store
Navigate to Settings -> Company Account > Retail Store
Click Edit on the store you wish you map
Under Store Mappings you'll see the SquarePOS symbol
Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.
AIQ \<> Square POS: User Guide
Redeeming Discounts
Customers will need to use the Staff App view or their Wallets in order to redeem discounts. Then a staff member will need to mirror that discount in your checkout process.
FAQs
What all can this integration do?
Pull in contact records, track customer purchases, visualize product information. Automatically enroll new customers into your loyalty program Send SMS opt in requests
How long does it take before I start to see my POS data in AIQ?
Within 24 hours, you should see data populating in AIQ
How can I confirm that the integration is active and signups are being sent?
Look under your Personas page in AIQ. The integration is functioning properly if you see "squarepos" under the Sourced from column
I am getting an account notification that I have unmapped stores, how can I fix this?
Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the customer. See How to Map a Store above for directions on how to accomplish this.
Are there any additional settings I can enable?
See Integration Settings for more optional settings.