Integrating Square

If you are building a FinTech experience for users that collect payments via popular commerce platforms, then Hurdlr's Square integration might be a game changer for your users. The Hurdlr API allows you to connect your own Square Developer account, so that you own the relationship with Square.

How it works

Hurdlr's Income Streams API makes it easy for your team to provide income tracking functionality to your users from many different data sources. This multitude of income streams can become unwieldy when there is overlap between the income sources.

For example, if your user is a Square seller who also collects payments outside of Square (e.g. directly into their bank account), then your user will want to have Square and their bank account linked to your platform. But, when Square disburses the income (less its processing fees) into the user's bank account, the result could double count the user's income.

Rest assured, the Hurdlr API takes care of all of the above for you, and your development team will not need to do any Square-specific development. Specifically, in the above scenario, the Hurdlr API will:

1. automatically pull in the user's Square data
2. create business income records for the top-line income that was earned
3. create business expense records for Square's processing fees
4. reconcile transactions that come into the bank against the data from Square, resulting in bank transfer records (as opposed to double counting income, making 1099 reconciliation a breeze).

Getting started

If you haven't already done so, you should create a Square Developer account for your company.

Complete Square App setup

Once you have created a Square Developer account, in the Apps dashboard, click the "+" icon to add your App. See our detailed instructions on how to configure your Square App to leverage the Hurdlr integration.

Connect your user's Square accounts

With Hurdlr's Square integration, your team maintains control of where/when in your product's onboarding flow the user is prompted to link their Square account. Your team also has full control of the look and feel of that CTA. Once you've implemented the CTA for your users to link their Square accounts, the Hurdlr API takes care of all of the hard work around the linkage and data flows. Simply, follow our instructions for connecting your users' Square accounts to the Hurdlr API.

Next steps

It's as simple as that! Now your customers will be able to receive income (and expenses for processing fees) from Square, directly into the Hurdlr API. If you have not already implemented the Hurdlr Income Streams API nor embedded the Income Dashboard into your product, that is a great next step.