How to connect Square with SharePoint

This documentation describes how to set up your Layer2 Cloud Connector to synchronize data stored in Square with a SharePoint online list in Office 365.

Contents

1. Configuring Square

2. Configuring the Layer2 Cloud Connector

3. Hints and known issues

1. Configuring Square

Go to your Square developer account https://squareup.com and create an app.

Give your application a name:

Copy your Personal Access Token. We are going to use it in the Layer2 Cloud Connector. You can also use the OAuth to generate a client id in order to use the OAuth flow to authenticate.

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

We are going so synchronize our Square to a custom SharePoint list. 

Your initial synchronization should always be uni-directional to assure that both data entities are identical before switching to bi-directional syncs.

Create a new connection in the Layer2 Cloud Connector, name it and set the direction to uni-directional. 

2.2. Configuring the start system

Select the provider for Square.

Select the source system and name it.

Set the connection string with the parameters from your Square app.

Connection String:

OAuthAccessToken=your_token;InitiateOAuth=GETANDREFRESH;

The Select statement:

SELECT * FROM Items;

Set your primary key too. 

If everything runs fine you will be prompted to login and your data will be visible after.

2.3. Configuring the end system

We are going to send the data to a custom SharePoint list. Create the list first with the desired columns and copy the URL.

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

Connection string:

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Microsoft_Modern;

If the fields from SharePoint are named identical to the fields from the source system, the auto-mapping function will match appropriate columns. We mapped our fields manually in this case.

2.4. Running your connection

You can now run your connection.

Data overview on the Square entity.

And the transferred data to our custom SharePoint list.

3. Hints and known issues

3.1. Data model

To see all the tables and views you can access with the Square provider, use these queries in the Select statement:

SELECT * FROM sys_tables

SELECT * FROM sys_views

If there are more tables or views available, you can load them with the option "load more" in the popup window.

3.2. Connection direction

As far as tested, the connection direction supports uni-directional as well as be bi-directional synchronizations. 

3.3. Batch operations

If you try to make multiple operations at the same time, you can get the error batch operations not allowed. Set the parameter Other=’BatchSize=1’ in your connection string to avoid this error. 

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