Let's streamline customer management by integrating Shopify with Square.

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How to Create a Connection Flow between Shopify and Square

Let's connect Shopify and Square using Yoom.

With Yoom, these app integrations are completed in minutes, so there's nothing difficult about it.
If you have a Yoom account, please log in to Yoom.
If you don't have an account, please create a new one here.

*Please note that Shopify is an app available only with the Team Plan and Success Plan.
This time, let's try creating the flow bot "When there is an order on Shopify, register customer information on Square"!

How to Connect Shopify and Square Accounts with Yoom‍

First, start by registering your app to connect Yoom with Shopify and Square.
For registering your Shopify app, please refer to this guide.

Next, proceed with registering your Square app.
Log in to Yoom, click on "My Apps" on the left, and select "Add".
Search for Square from "Search by App Name" or find it from the app list at the bottom.

Once you reach the following screen, please log in.

If the Shopify and Square apps are displayed in the My Apps section, the app integration is complete.
Next, proceed to the detailed settings of the flow.
Click "Try it" from the banner below to copy the template.

‍How to Register Customer Information in Square When There is an Order in Shopify‍

This time, we will create a flow bot to "register customer information in Square when there is an order in Shopify".

There are only two steps, so feel free to create it with confidence!

1. Set a trigger to activate when there is an order in Shopify
2. Set an action to register customer information in Square

Select a project from the "Project List" on the left side of the screen, or create a new project.
If you are creating a new one, you can create it from the "+" next to the "Project List".
Once completed, create the flow by selecting "+ Create" → "Create from Scratch" at the top right.

Please set the "Title" and "Description" as you like.
Set the condition for the flow bot to activate to "Trigger from an app event".
When you move to the "App Selection" screen, please select Shopify.

Set the "App Trigger" title as you like, and set the "Trigger Action" to "When an order is placed".

When you move to the following screen, please select the "Trigger Activation Interval" from the dropdown.
* The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval that can be set depends on your plan, so please check that point. It is recommended to use the shortest activation interval for that plan as a basic rule.

Next, please enter the "Subdomain".
* If the store URL is "https://yoom.myshopify.com/", "yoom" will be the subdomain.

After entering, test it, and if "Test Successful" is displayed, click "Save".

Next, set the action to register customer information in Square.
Click the "+" under the Shopify app trigger you created earlier, and search for "Square".

Set the "Title" and set the "Execute Action" to "Register Customer Information".

The fields to enter customer information will be displayed as follows, so please select the corresponding fields from the Shopify output.
The output contains the Shopify information you set earlier, so you can set it with just a click.
After entering, test it, and if "Test Successful" is displayed, click "Save".

Finally, turn the app trigger "ON" to complete.

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Examples of Automation Using Shopify and Square

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Shopify and Square. All of them can be used with simple settings, so if you find anything interesting, please give it a try!

Examples of Automation Integrating Shopify and Square

It is also possible to integrate newly created customer information on both Shopify and Square.

Automation Example Using Shopify

Notify Chat Tools When an Order is Placed on Shopify

Automatically send notifications to Slack, Discord, etc., when an order is placed on Shopify.

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Register product information on Shopify based on form data

Automatically register product information on Shopify based on data from Google Forms, HubSpot forms, etc.

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Register information in the customer management tool when a new order is placed on Shopify

Automatically register information in Salesforce, HubSpot, etc., when a new order is placed on Shopify.

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Example of Automation Using Square

Register Customer Information in Square Based on Form Responses

Automatically register customer information in Square based on responses from Google Forms, Jotform, etc.

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Notify Chat Tools When a Payment Occurs on Square

Automatically notify Slack, Microsoft Teams, etc., when a payment occurs on Square.

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Benefits and Use Cases of Integrating Shopify and Square

1. Reducing Workload by Centralizing Customer Information

Customer information from orders received on Shopify is automatically registered in Square, centralizing information management for both in-store and online operations. This eliminates the need for staff to manually transfer customer information, preventing data entry errors and information duplication.

For example, if a customer who uses the online store also visits the physical store, all staff can immediately access the shared data, leading to smoother interactions. Additionally, during campaigns or follow-ups, unified customer information can be utilized, improving operational efficiency compared to manual management. Centralizing Shopify and Square data makes organizing customer data easier and enhances service quality.

2. Optimizing Marketing Strategies with Integrated Purchase Data

By integrating Shopify and Square, you can manage purchase histories from both the online store and physical store in one place, making it easier to understand customer behavior patterns and needs. Based on this information, you can conduct campaigns to promote repeat purchases of specific products or services and target advertising to specific customers.

For instance, you can automatically issue coupons for use in Shopify's online store to frequent purchasers on Square. Such personalized marketing not only increases customer satisfaction but also contributes to higher repeat rates and customer loyalty. With integrated purchase data, you can adopt a strategic approach based on data.

3. Strengthening Customer Relationships with Quick Follow-Ups

The integration of Shopify and Square allows for quick reflection of customer information in Square at the time of order, enabling prompt follow-ups.

For example, by identifying new customers, you can send thank-you emails or issue special coupons, creating a system that encourages the next purchase immediately after the initial purchase. Additionally, messages to promote repeat visits or requests for reviews on specific products can be sent at the right time, making it easier to build trust with customers.

Automated follow-ups reduce the burden of customer interactions while improving customer satisfaction, ultimately leading to an increase in repeat customers. This approach contributes to strengthening long-term customer relationships and supports business growth.

Conclusion

This time, we introduced the flow of "registering customer information in Square when there is an order on Shopify."
By integrating Shopify and Square, customer management is automated, helping to prevent human errors.
Additionally, managing sales data and processing payments leads to operational efficiency and time savings, making it convenient.

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