Connect Square with Cascade to automatically sync your payment processing, customer transactions data to your Cascade environment. This will allow you to track, report, and visualize almost any data from Square alongside any strategic data within Cascade. With this integration, you can ensure a seamless and automated workflow and eliminate the need to manually transfer data between Square and Cascade.
Please note that the steps in this article provide a general guideline and please reach out to us for assistance if you are looking to connect Square with Cascade and create an automated workflow.
Prerequisites:
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Cascade: An Enterprise+ account in Cascade.
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Square: Obtain the necessary API credentials from your Square account or administrator.
Custom integration with Square:
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Obtain the necessary API credentials from your Square account or administrator.
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Identify the specific data points in Square that you would like to be integrated with Cascade.
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Understand how these data points map to the corresponding fields in Cascade.
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Identify and utilize the best way to retrieve or send data between the platforms while handling data mapping and transformation as needed. For example, APIs, data exports, webhooks, etc.
By leveraging Square’s data export and retrieval methods, you can:
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Import customer transaction figures into Cascade.
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Sync Cascade with the project status updates from Square.
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Aggregate key data and figures to be represented in your Cascade Metric library.
Our advanced integrations can supercharge your strategy by tying your technical ecosystem together directly into Cascade. This will eliminate the need for almost any duplication of effort and will keep your Cascade environment up to date with the most recent data no matter where you are tracking it.
Reach out to us anytime to start the conversation on how we can help leverage our API to integrate with your data.