Square Connector Syncs for Integrati...

Starting with Square Connector Syncs, this feature allows for enhanced integration between Square and NetSuite, facilitating efficient synchronization of orders, fulfillments, products, and refunds. Managing these integrations can significantly streamline operations for businesses using both platforms.

How Does Order Sync Work?

The Square Order Sync retrieves all point-of-sale (POS), online, and invoice orders from Square into NetSuite. Orders processed at POS are recorded as Cash Sale transactions in NetSuite.

Order Sync Settings

Below are the main settings for configuring the Order Sync:

Setting	Description
Default NetSuite Item For Gift Cards Received in Orders With Blank SKU	Specifies a default item for orders containing gift cards that arrive without a SKU. Defaults to "WebOrderGiftCard" if no value is provided.
Default NetSuite Item For Service Fee Received in Orders With Blank SKU	Specifies a default item for service fees without a SKU. NetSuite uses a default SKU for blank service fees if no value is specified.
Default NetSuite Item For Quick Charge Received in Orders With Blank SKU	Specifies a default item for quick charges without a SKU, defaulting to a pre-set SKU if none is provided.
Post Online Square Orders as Sales Order	By default, Square orders are posted as cash sales. Enable this setting if you wish to post online store orders as sales orders instead.
Post Square Open Invoices as Invoices	By default, open invoices are posted as cash sales. Enable this option to post them as actual invoices instead.

Fulfillment Sync Details

Square Fulfillment Sync enables the exchange of routing requests for order fulfillment. When orders are fulfilled in NetSuite, corresponding fulfillment information is relayed back to Square, ensuring proper inventory management across both platforms.

Understanding Product Sync

The setup for product sync involves mapping essential items to align with the inventory:

Flag Field: Defines the NetSuite field used as a flag field.
Category: Maps categories to the designated flag field.

Product Sync Mappings Steps

Here’s how to configure product sync mappings:

Log in to your FarApp account at app.farapp.com.
Select the Square connector associated with your account.
Navigate to Square > Mappings > Products.
Choose an appropriate Sync Type:
- Price and Quantity Only
- Full Product
Note: Select only one sync type at a time.
Click Add Mappings and select the required mappings from the 'Required' drop down menu.

Storefront Field	NetSuite Field
ITEM-category_names	custitem_fa_product_flag_shop
ITEM-name	displayName
sku	itemId
description_html	purchaseDescription
ITEM-tax_ids	taxSchedule.name
ITEM_VARIATION-name	displayName
ITEM_VARIATION-upc	upcCode
present_at_location_ids	location.name
pricing_type	custitem_fa_sqre_prce_type
price	stock_quantity
Flag Field (default)	custitem_fa_square_flag
CATEGORY	PRICE
sku	itemId
stock_quantity	purchaseDescription

Click Save.

Note: For Price/Quantity sync, disable category sync by toggling off Full Product sync.

How Does Refund Sync Work?

The Square Refund Sync brings all refund details created in Square into NetSuite effectively.

Field	Description
Import Refunds created after	Specifies the date to capture refunds for storefront orders.
Quick Charge Refund NetSuite Item	Defines the SKU field for processing quick charge refunds.

By utilizing these sync features, businesses can ensure an accurate and timely integration of their Square transactions and inventory management within NetSuite.

Frequently Asked Questions (4)

How does the order sync handle POS orders in NetSuite?

Orders processed at point-of-sale (POS) in Square are recorded as Cash Sale transactions in NetSuite.

Can online Square orders be posted as sales orders instead of cash sales in NetSuite?

Yes, by enabling the 'Post Online Square Orders as Sales Order' setting, you can ensure that online store orders are posted as sales orders instead of the default cash sales.

What are the steps to configure product sync mappings in NetSuite for the Square connector?

To configure product sync mappings, log in to your FarApp account, select the Square connector, navigate to Square > Mappings > Products, choose a Sync Type, add the required mappings, and save the configuration. Only one sync type can be selected at a time.

Is it possible to customize the SKU for Quick Charge refunds in NetSuite?

Yes, there is a 'Quick Charge Refund NetSuite Item' setting that defines the SKU field for processing quick charge refunds within NetSuite.

Square Connector Syncs for Integration in NetSuite