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Get the Report →Build Automated Square-Connected Workflows in Zapier
Use CData Connect Cloud to connect to live Square data and build automated workflows in Zapier.
Zapier is an online automation tool that connects your apps and services. When paired with CData Connect Cloud, you get access to live Square data for your workflows. This article shows how to connect to Square and build workflows with live Square data in Zapier.
Connect to Square from Zapier
To work with Square in Zapier, we need to connect to Square from Connect Cloud, provide user access to the connection, and create OData endpoints for the Square data.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to Square through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to Square from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Square" from the Add Connection panel
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Enter the necessary authentication properties to connect to Square.
Square uses the OAuth authentication standard. To authenticate using OAuth, you will need to register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.
Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.
- Click Create & Test
- Navigate to the Permissions tab in the Add Square Connection page and update the User-based permissions.
Configure Square Endpoints for Zapier
After connecting to Square, create a workspace and virtual dataset for your desired table(s).
- Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
- Select the Square connection (e.g. Square1) and click Next.
- Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection and Workspace configured, you are ready to connect to Square data from Zapier.
Connect to Square Data in Zapier Workflows
To establish a connection from Zapier to CData Connect Cloud using the OData protocol, follow these steps.
- Log into Zapier.
- Click Create Zap.
- In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.
- Under Event, select Retrieve Poll.
- Fill in the connection details:
- URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
- Key: Enter "value.name."
- Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect Cloud username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
- Click Test. If the connection is set up properly, sample records will appear.
Simplified Access to Square Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live Square data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect Cloud page.