Skip to content
Caramel Docs

Connect Square

Connect Square to pull your point-of-sale customers and order history into Caramel. Once synced, you can target Square buyers in Segments, enroll them in Journeys, and send campaigns across Email, SMS, Push, and WhatsApp.

Plan Square counts as one integration slot. See Usage and limits.

Before you begin

Section titled “Before you begin”
  • You need owner or admin access to your Square account.

Connect

Section titled “Connect”
  1. Open Integrations and find the Square card.
  2. Click Connect. A Square sign-in popup opens.
  3. Sign in and authorize Caramel to access your Square data. The popup closes.
  4. The Square settings panel opens and shows Connected.

Map fields

Section titled “Map fields”
  1. Open the Field Mapping tab.
  2. Square customer fields (given name, family name, email, phone, reference ID) appear on the left. Map each to the corresponding Caramel customer field.
  3. Click Save mapping.

Sync

Section titled “Sync”

Caramel syncs Square data on a schedule. You can also click Sync now in the Overview tab to trigger an immediate sync.

The panel shows the count of customers processed, inserted, updated, and any that were skipped or failed.

What syncs

Section titled “What syncs”
From SquareTo Caramel
Customer profiles (name, email, phone)Customers
Orders and payment historyCustomer event history

Note Caramel does not process payments or create Square orders. Square remains your POS system.

Disconnect

Section titled “Disconnect”
  1. Open Integrations and click the Square card.
  2. Click Disconnect and confirm. Sync stops; existing Caramel customer records are not deleted.

Next steps

Section titled “Next steps”