"Managing customer information separately in WooCommerce and Square is such a hassle..." "Manually registering customer information created in WooCommerce to Square every time is too time-consuming!"
For e-commerce site operators facing these issues, this is a must-read!
By integrating WooCommerce and Square, you can solve these problems and expect to streamline customer management. For example, it will be possible to automatically add customer information created in WooCommerce to Square and manage customer information in a centralized manner.
This article clearly explains what you can do by integrating WooCommerce and Square, as well as how to create a specific integration flow. Please refer to this article and try integrating WooCommerce and Square!
For those who want to try it as soon as possible
By using Yoom, you can easily integrate WooCommerce and Square without any coding. Yoom provides templates for integrating WooCommerce and Square, so you can achieve integration immediately just by registering, even without API knowledge.
Add customer information created in WooCommerce to Square as well.
■Overview The workflow to add customer information created in WooCommerce to Square automates data integration between the online shop and POS system, improving operational efficiency. By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for ・EC operators who use both WooCommerce and Square and are struggling with duplicate customer data entry ・Store managers who want to integrate online and offline sales channels for centralized management ・IT personnel who want to enhance the accuracy of customer information and reduce manual errors
■Notes ・Please integrate Yoom with both WooCommerce and Square.
What You Can Do by Integrating WooCommerce with Square
By integrating the APIs of WooCommerce and Square, you can automatically sync WooCommerce data with Square! For example, you can automatically perform data synchronization like the following without any manual 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 WooCommerce and Square. Registration takes just 30 seconds, so feel free to give it a try!
Add Customer Information Created in WooCommerce to Square
This flow is recommended for cases where you use WooCommerce as a marketing tool while managing customers with Square.
Add customer information created in WooCommerce to Square as well.
■Overview The workflow to add customer information created in WooCommerce to Square automates data integration between the online shop and POS system, improving operational efficiency. By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for ・EC operators who use both WooCommerce and Square and are struggling with duplicate customer data entry ・Store managers who want to integrate online and offline sales channels for centralized management ・IT personnel who want to enhance the accuracy of customer information and reduce manual errors
■Notes ・Please integrate Yoom with both WooCommerce and Square.
Let's Create a WooCommerce and Square Integration Flow
Now, let's create a flow that integrates WooCommerce and Square! We'll proceed with the integration of WooCommerce and Square using Yoom without any code, so if you don't have a Yoom account yet, please create one from this link.
[What is Yoom]
This time, we will create a flow bot that transfers data to Square when a contact is registered in WooCommerce! We will create it in the following major steps.
Integrate WooCommerce and Square with My Apps
Copy the template
Set the WooCommerce trigger and Square operation
Turn on the trigger and verify the integration flow
Add customer information created in WooCommerce to Square as well.
■Overview The workflow to add customer information created in WooCommerce to Square automates data integration between the online shop and POS system, improving operational efficiency. By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for ・EC operators who use both WooCommerce and Square and are struggling with duplicate customer data entry ・Store managers who want to integrate online and offline sales channels for centralized management ・IT personnel who want to enhance the accuracy of customer information and reduce manual errors
■Notes ・Please integrate Yoom with both WooCommerce and Square.
Step 1: Connect WooCommerce and Square with My App
Register My App to connect WooCommerce and Square to Yoom. By completing the My App registration first, you can proceed with the automation settings smoothly.
1. Click on My App on the left side of the Yoom page and select "+ Add". Enter "WooCommerce" in the search box at the top right and click the icon.
2. On the displayed screen, enter the required fields and click "Add".
3. Next, register Square with My App. Similarly, click on My App on the left side of the Yoom page and select "+ Add".
Enter "Square" in the search box. On the displayed screen, enter your email address and click "Continue".
On the next screen, enter your password and click "Login".
If WooCommerce and Square are displayed in My App, the registration is complete.
Step 2: Copy the Template
Let's create a flow from here! Since we are using a template, open the following template page and click 'Try it'.
Add customer information created in WooCommerce to Square as well.
■Overview The workflow to add customer information created in WooCommerce to Square automates data integration between the online shop and POS system, improving operational efficiency. By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for ・EC operators who use both WooCommerce and Square and are struggling with duplicate customer data entry ・Store managers who want to integrate online and offline sales channels for centralized management ・IT personnel who want to enhance the accuracy of customer information and reduce manual errors
■Notes ・Please integrate Yoom with both WooCommerce and Square.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
Step 3: Set Up WooCommerce Trigger
*The following screen appears when you click "Add customer information created in WooCommerce to Square" in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click the app trigger "When a customer is created" on the displayed screen.
2. Enter the required fields on the displayed screen.
Modify the title if necessary, leave the trigger action as is, and click "Next".
3. Enter the "TOP page URL" according to the explanation below the input field. After entering, create a customer for setup, click "Test", and if successful, click "Next".
4. Execute "Test" on the displayed screen, and if successful, click "Save". *The output obtained here will be used in the next setting.
Step 4: Set Up Square
1. Click "Register customer information" to link with the app.
Enter the required fields on the displayed screen and click "Next".
2. Set up the API connection. Select each item such as "Last Name" and "First Name" from the output displayed by clicking the input field. (In reality, the details of the created customer information are reflected next to each item.)
After entering, execute "Test", and if the customer information is reflected in Square, click "Save".
Step 5: Turn ON the Trigger Button and Check the Operation of the Integration Flow
Click the "Turn on the trigger" button in the red frame on the screen below to automatically start the Flowbot.
Other Automation Examples Using WooCommerce and Square API
In addition to integrating WooCommerce and Square, you can automate various tasks.
If you find any automation examples interesting, please give them a try!
Convenient Automation Examples Using WooCommerce
By integrating with other apps, managing products and customer information becomes much easier! Try using it for data management as well!
Add order information to WooCommerce when a row is added in Google Sheets.
■Overview The workflow to add customer information created in WooCommerce to Square automates data integration between the online shop and POS system, improving operational efficiency. By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for ・EC operators who use both WooCommerce and Square and are struggling with duplicate customer data entry ・Store managers who want to integrate online and offline sales channels for centralized management ・IT personnel who want to enhance the accuracy of customer information and reduce manual errors
■Notes ・Please integrate Yoom with both WooCommerce and Square.
■Overview The "Notify via LINE When a Customer is Created in WooCommerce" flow is a business workflow that sends an automatic notification to LINE when a new customer registers. For online shop operators, understanding customer information in real-time is crucial, but manual confirmation can be tedious. By implementing this workflow, you can facilitate smooth integration between WooCommerce and LINE and achieve efficient customer management.
■Recommended for ・Those operating an online shop using WooCommerce. ・Business owners who want to receive immediate notifications upon new customer registrations. ・Marketing personnel who want to strengthen communication with customers using LINE. ・Business owners interested in automation and seeking to enhance efficiency.
■Note ・Please connect WooCommerce and LINE with Yoom.
You can automate sending thank-you emails when a payment is made, notifications to chat tools, registering customer information in the database after payment completion, and notifications to communication tools!
Notify Microsoft Teams when a payment is made via Square
This is a flow to notify Microsoft Teams when a payment is made on Square.
■Notes ・Please link Yoom with both Square and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest startup interval varies depending on the plan.
■Overview The "Notify LINE when payment is completed with Square" workflow utilizes the integration of Square and LINE (square line integration) to automatically send LINE notifications upon payment completion. This enables immediate sharing of sales information, improving store operations and customer service efficiency. It reduces manual verification tasks and supports smooth progression of business workflows.
■Recommended for - Store owners who manage daily payments using Square - Business owners who want to enhance communication with customers using LINE - Executives and team leaders who want to share sales data in real-time within the team for quick decision-making - IT personnel looking to advance automation and reduce manual tasks
■Notes - Please integrate both Square and LINE official accounts with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
In this article, we introduced how to easily integrate WooCommerce with Square.
Even without programming knowledge, anyone can easily achieve data integration using the no-code tool Yoom. This significantly reduces the hassle of manual data entry and management, allowing operations to proceed more smoothly!
If you haven't registered with Yoom yet, sign up for free now and experience the convenient integration flow. Take a step towards making your operations more efficient with Yoom!
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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