If you are using both Square and Shopify tools, don't you find yourself reusing the same product and customer data? In such cases, you end up entering the same data twice, which can feel like a redundant task.
In such situations, we recommend using By integrating, you can input the same data into both Square and Shopify tools, reducing the hassle of entering it twice. This can lead to improved information sharing and more efficient customer management!
This time, we will explain in detail how to integrate data between Square and Shopify, along with the Yoom interface. The setup is designed to be easy even for those new to data integration, so please use this article as a reference and try integrating Square and Shopify!
For those who want to try it as soon as possible:
By using Yoom, you can easily integrate Square and Shopify without any coding. Yoom provides templates for integrating Square and Shopify in advance, so you can achieve integration immediately just by registering, even without API knowledge.
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.
By integrating the APIs of Square and Shopify, you can automatically sync Square's data with Shopify! For example, you can automatically perform data synchronization like the following without human intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Square and Shopify. Registration takes just 30 seconds, so feel free to give it a try!
Register Customers Created in Square to Shopify
You can register customer information recorded in Square to Shopify as well, allowing for centralized management. This flow is recommended for those who want to eliminate the hassle of double data entry.
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.
Let's Create a Flow to Integrate Square and Shopify
Let's go ahead and create a flow that integrates Square and Shopify! This time, we'll be using Yoom to proceed with the integration of Square and Shopify without any coding. If you don't have a Yoom account yet, please issue one from the registration form.
[What is Yoom]
This time, we will create a flow bot that registers a customer in Shopify when they are created in Square! The creation process is broadly divided into the following steps.
Register Square and Shopify as My Apps
Copy the template
Set the trigger in Square that initiates the flow and the subsequent action settings in Shopify
Turn on the trigger button to activate the flow bot
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.
First, register Square and Shopify as My Apps to connect them to Yoom. Completing the My Apps registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings! Click on "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Connect Square
A list of apps will be displayed, so find Square (Webhook) from there or use the search function. When the following screen appears, please set up your account. You can check the access token from here. Go to Applications→Open the Application Name (any name)→Credentials→Production→Production Access token is the access token required for connection.
How to Connect Shopify
Similarly, find Shopify from the list or use the search function. When the following screen appears, please set up your account. For detailed configuration instructions, please check here.
If Square and Shopify 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.
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.
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 do so 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 a customer is created in Square, click "When a customer is created (Webhook)".
Step 3: Set the Square trigger that starts the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
Next, set the "Webhook Name" as desired. This time, it was set as follows. Once the setup is complete, click "Test".
When the test is successful, "Test Successful" will be displayed, so click "Next".
Move to the Square screen and register customer information for testing. The following is an example, so please set it as desired.
When you return to the Yoom screen, the following screen will be displayed, so please click "Test".
When 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 Shopify
Next, to set up Shopify, click "Register Customer Information".
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
*Shopify is an app available only on some paid plans. For other plans, the operations and data connections of the flowbot you have set will result in an error, 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.
When the following screen is displayed, set the "Subdomain" according to the instructions.
Scroll down and set the Customer information. Use the output from Square to select the . Set the other items in the same way. Once the setup is complete, click "Test".
This will also display "Test Successful", so click "Save".
Step 5: Turn on the trigger button and start the flowbot
All item settings 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 a customer created in Square to Shopify.
If You Want to Integrate Shopify Data with Square
Earlier, we introduced how to integrate data from Square to Shopify. Conversely, if you want to integrate data from Shopify to Square, please use the template below.
Register Customer Information Created in Shopify to Square
Manual customer registration is no longer necessary, reducing the workload. This flow is recommended for those who want to automate customer registration and shorten working time.
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.
Other Automation Examples Using Square and Shopify APIs
It is possible to automate various tasks using Square and Shopify APIs. If you find something interesting, please give it a try!
Automation Examples Using Square
You can send a thank you email or notification after a payment is completed with Square. It is also possible to register a customer in Square when they are registered in another system.
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.
You can create folders or send coupons based on product registration or specific product orders in Shopify. When a customer is registered in the database, automatic registration in Shopify is possible.
Notify Microsoft Teams when an order is placed on Shopify.
■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
We introduced how to integrate data between Square and Shopify! By automatically linking Square's data to Shopify, you can reduce the hassle of entering the same data twice, making data registration and customer management smoother! Additionally, this data integration is likely to shorten the time required for transcription tasks. This could be a significant advantage for departments handling a large amount of customer and product data.
Furthermore, 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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