Connect Square to Email Calculator
Track payment processing and revenue attribution by connecting your Square account
Step 1: Get Square API Credentials
- Log in to your Square Developer Dashboard
- Create a new application or select an existing one
- Navigate to the OAuth page
- Copy your Production Access Token
- Go to the Locations page
- Copy your Location ID
💡 Tip: Use production credentials for live data. Sandbox credentials are for testing only.
Step 2: Add Square Integration in Email Calculator
- Go to Settings → API Integrations
- Select ROI Platforms from the dropdown
- Choose Square
- Enter your Access Token
- Enter your Location ID (optional, for multi-location businesses)
- Click Connect Platform
Step 3: Track UTM Parameters
To attribute Square payments to specific email campaigns, add UTM parameters to:
- Payment reference_id field
- Payment note field
- Order metadata (utm_source, utm_medium, utm_campaign)
Email Calculator will automatically extract UTM parameters from these fields to attribute payments to campaigns.
What Gets Synced
- Payment ID and status
- Amount and currency
- Customer email and name
- Created date and location
- Order details (if applicable)
- UTM parameters from reference_id, note, or metadata