If you are using both Shopify and Square, there are times when you need to input Shopify data into Square as well. This means entering the same data twice, which can be a bit of a hassle...
In such cases, we recommend using By integrating, you can reduce the effort of entering the same data into both Shopify and Square, and you can expect improved efficiency in information sharing and customer management!
This time, we will explain in detail how to integrate Shopify and Square data, accompanied by Yoom's operation screen. The integration is designed to be easy to challenge even for those who are new to data integration, so please refer to this article and try integrating Shopify and Square!
For those who want to try it as soon as possible:
By using Yoom, you can easily integrate Shopify and Square without any coding. Yoom provides templates for integrating Shopify and Square in advance, so you can achieve integration immediately just by registering, even without API knowledge.
Register customer information created in Shopify to Square.
■Overview The 'Register customer information created in Shopify to Square' workflow is a business workflow that automates data integration between online stores and POS systems to improve operational efficiency. By implementing this workflow, customer information will be automatically registered in Square, eliminating the hassle of double entry. This enables smooth customer service and accurate data management.
■Who we recommend this template for ・Store operators who use both Shopify and Square for customer management but find data integration cumbersome ・Business owners who want to centrally manage customer data from both online and brick-and-mortar stores ・SME owners looking to save time through workflow automation and focus on other tasks
■Notes ・Please connect Shopify and Square with Yoom respectively. ・Shopify is an app available only in Team and Success plans. For Free and Mini plans, the operations and data connections of the configured flowbots will result in errors, so please be careful. ・Paid plans such as Team and Success plans offer a 2-week free trial. During the free trial, you can use the restricted apps.
By integrating the APIs of Shopify and Square, you can automatically sync Shopify data with Square! For example, you can automatically perform data synchronization like the following without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Shopify and Square. Registration takes just 30 seconds, so feel free to give it a try!
Register Customer Information Created in Shopify to Square
Since customer information registration is automated, you can avoid the hassle of double entry. This flow is recommended for those who want to centrally manage customer information from both online and physical stores.
Register customer information created in Shopify to Square.
■Overview The 'Register customer information created in Shopify to Square' workflow is a business workflow that automates data integration between online stores and POS systems to improve operational efficiency. By implementing this workflow, customer information will be automatically registered in Square, eliminating the hassle of double entry. This enables smooth customer service and accurate data management.
■Who we recommend this template for ・Store operators who use both Shopify and Square for customer management but find data integration cumbersome ・Business owners who want to centrally manage customer data from both online and brick-and-mortar stores ・SME owners looking to save time through workflow automation and focus on other tasks
■Notes ・Please connect Shopify and Square with Yoom respectively. ・Shopify is an app available only in Team and Success plans. For Free and Mini plans, the operations and data connections of the configured flowbots will result in errors, so please be careful. ・Paid plans such as Team and Success plans offer a 2-week free trial. During the free trial, you can use the restricted apps.
Let's Create a Shopify and Square Integration Flow
Let's get started with creating a flow that integrates Shopify and Square! We'll be using Yoom to proceed with the integration of Shopify and Square without any coding. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot to register customer information created in Shopify to Square! The creation process is broadly divided into the following steps.
Register Shopify and Square as My Apps
Copy the template
Set up the Shopify trigger that initiates the flow and the subsequent Square action settings
Turn on the trigger button to activate the flow bot
Register customer information created in Shopify to Square.
■Overview The 'Register customer information created in Shopify to Square' workflow is a business workflow that automates data integration between online stores and POS systems to improve operational efficiency. By implementing this workflow, customer information will be automatically registered in Square, eliminating the hassle of double entry. This enables smooth customer service and accurate data management.
■Who we recommend this template for ・Store operators who use both Shopify and Square for customer management but find data integration cumbersome ・Business owners who want to centrally manage customer data from both online and brick-and-mortar stores ・SME owners looking to save time through workflow automation and focus on other tasks
■Notes ・Please connect Shopify and Square with Yoom respectively. ・Shopify is an app available only in Team and Success plans. For Free and Mini plans, the operations and data connections of the configured flowbots will result in errors, so please be careful. ・Paid plans such as Team and Success plans offer a 2-week free trial. During the free trial, you can use the restricted apps.
First, register your app with Yoom to connect Shopify and Square. Completing the app registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings! Click "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Integrate Shopify
A list of apps will be displayed, so find Shopify from there or use the search function. When the following screen appears, configure the settings within the red frame. For detailed instructions on app registration, check here.
How to Integrate Square
Similarly, find Square on the list or use the search function. On the next screen, enter your account details and click "Add" to complete the connection.
If Shopify and Square are displayed in your My Apps section, the registration is complete.
Step 2: Copy the Template
Now, let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
Register customer information created in Shopify to Square.
■Overview The 'Register customer information created in Shopify to Square' workflow is a business workflow that automates data integration between online stores and POS systems to improve operational efficiency. By implementing this workflow, customer information will be automatically registered in Square, eliminating the hassle of double entry. This enables smooth customer service and accurate data management.
■Who we recommend this template for ・Store operators who use both Shopify and Square for customer management but find data integration cumbersome ・Business owners who want to centrally manage customer data from both online and brick-and-mortar stores ・SME owners looking to save time through workflow automation and focus on other tasks
■Notes ・Please connect Shopify and Square with Yoom respectively. ・Shopify is an app available only in Team and Success plans. For Free and Mini plans, the operations and data connections of the configured flowbots will result in errors, so please be careful. ・Paid plans such as Team and Success plans offer a 2-week free trial. During the free trial, you can use the restricted apps.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called My Project, so if you want to check it, please check from there. Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title". You can also change the title to make it easier to use. First, to set up the flowbot to start when customer information is created, click "When customer information is created".
Step 3: Set up the Shopify trigger that will be the starting point of the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
*Shopify is an app that is available only on some paid plans. For other plans, the operations and data connections of the flowbot you set will result in errors, so please be careful. Paid plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions, so please give it a try.
Click to copy the Webhook URL.
Go to the Shopify admin screen and click "Notifications" → "Webhook" → "Create Webhook".
When the following screen is displayed, set "Event" to "Customer Creation" and paste the URL you copied earlier into the red frame, then click "Save".
Let's create new customer information in Shopify for testing purposes. The following is an example, so please set it as you like.
Once the setup is complete, click "Test". If the test is successful, "Test Successful" will be displayed, and "Output" will be displayed below it. Output will be used in the subsequent settings, so please check for any mistakes. Once confirmed, click "Save".
Step 4: Set up to register customer information in Square
Next, to set up to register customer information in Square, click "Register Customer Information".
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
When the following screen is displayed, set the "Last Name","First Name" and "Email Address". Click within the frame to display the output, and select Shopify's output. Please set other items in the same way. Once the setup is complete, click "Test" → "Test Successful" → "Save".
Step 5: Turn on the trigger button and start the flowbot
All the settings for each item are now complete! The following screen will be displayed, so click "Turn on the trigger" to complete the automation settings. Check if the flowbot you set up is working properly!
This was the flow to register customer information created in Shopify to Square.
If you want to link Square data to Shopify
Earlier, we introduced how to link data from Shopify to Square, but if you want to link data from Square to Shopify, please use the following template.
Register in Shopify when a customer is created in Square
Contrary to the template introduced this time, it is also possible to register customer information in Shopify! Since customer information can be automatically registered, synchronization becomes easier.
When a customer is created in Square, register them in Shopify.
■Overview Manually entering the same information into Shopify every time a new customer is created in Square is time-consuming and prone to errors. Such repetitive tasks can also eat into the time that should be devoted to customer support and store operations. By using this workflow, when customer information is created in Square, the customer information will also be automatically registered in Shopify. This eliminates challenges such as duplicate data entry and input mistakes.
■Recommended for ・E-commerce staff who use both Square and Shopify and feel challenged by manual entry of customer data ・Store operations managers who want to reduce management mistakes in customer information and improve data accuracy ・Those who want to automate manual registration tasks and spend more time on more creative work ■Notes ・Please connect Yoom with both Shopify and Square. ・The Shopify app is available only with the Team Plan and Success Plan. On the Free Plan or Mini Plan, the flow bot operations or Data Connect that you have configured will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Register customer information in Shopify when member information is registered in Smaregi" flow automates data linkage between Smaregi and Shopify to streamline business workflows. It eliminates the hassle of double entry of customer information and achieves accurate data management. Every time a new member is registered in Smaregi, the same customer information is automatically added to Shopify, enabling smooth customer management.
■Who we recommend this template for ・Store operators using both Smaregi and Shopify ・Data management personnel who want to reduce the hassle of double entry of customer information ・Team leaders aiming to streamline tool integration and expedite sales and customer service operations ・Individuals who wish to maintain accurate customer data and enhance marketing activities
■Precautions ・Please link each of Smaregi and Shopify with Yoom. ・Shopify is an app available only on the Team plan and Success plan. If you are on a Free plan or Mini plan, the operations or data connections of the flow bots you have set will result in errors, so please be careful. ・Paid plans such as Team plans and Success plans offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Please refer to the following link for how to link Smaregi My Apps: https://intercom.help/yoom/ja/articles/6435753
You can reflect Square's payment and transaction information in other systems. It is also possible to automatically register with Square, triggered by customer information registration in other systems.
After creating payment information with Square, create a client in freee Accounting
■Overview This flow creates a client in freee Accounting when new payment information is created in Square. By linking Square and freee Accounting, you can automatically create clients, preventing any missed or incomplete information management. Additionally, you can register Square's payment information individually in freee Accounting.
■Recommended for ・Accountants handling many daily payments using Square ・Those who wish to enhance team collaboration using freee Accounting ・SME owners considering automation due to time-consuming manual data entry ・Those aiming to optimize workflows through API integration ・Those looking to streamline payment information management and reduce errors
■Notes ・Please link both Square and freee Accounting with Yoom. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies by plan, please take note.
This flow notifies Slack when a payment occurs on Square.
■Notes ・Please link both Square and Slack with Yoom. ・The trigger can select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
We introduced how to integrate data between Shopify and Square! By automatically linking Shopify data to Square, you can reduce the hassle of double data entry and streamline data registration and customer management! Additionally, with this data integration, the manual data entry tasks are reduced, allowing tasks that used to take time to be completed quickly. This could be a significant advantage for departments handling a large amount of customer and product data.
Moreover, the data integration introduced here can be achieved even by beginners using Yoom. Since it can be set up intuitively without specialized skills, it should be easy for those who have given up or hesitated on data integration to take on the challenge!
Registration is completed in 30 seconds, and you can start operating immediately after registration. Why not take this opportunity to take a step towards automating your business?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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