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Square Setup

Overview

Your developer configures the Square application, webhook, and secrets so NOMA Sync can receive order events. Once that’s done, you use the Dashboard to set defaults and location overrides and to verify syncs.

What you do in the Dashboard

1. Default constituent (orders with no customer)

For orders that don’t have customer info, set the default constituent in Dashboard → Settings (Square default constituent): email, first name, last name. The system will attach those orders to that constituent in LGL.

2. Location overrides

In Mappings, configure how Square locations map to LGL campaigns. See Location Overrides.

3. Verify

  1. Place a test order in your Square store (or sandbox).
  2. Open Dashboard → Syncs, filter by source Square.
  3. Confirm a new row with status success.
  4. Check LGL for the constituent and gift.

Troubleshooting

IssueWhat to do
Order not syncingCheck order state in Square; if already synced, use Square Orders → Resync with Force only if you need to re-push.
Wrong constituentSet or correct the default constituent in Settings for orders with no customer.
Wrong fundUpdate Square type default or location override in Mappings.