How To Use Square With Shopify – The Best of Both Worlds

Do you have an ecommerce store on Shopify, but wish you could use the Square products for your POS? You’re not alone. Even though Shopify doesn’t have a native integration with Square, there’s still a way to have Square with Shopify.

In this article, we’ll look at how merchants and entrepreneurs can easily integrate their stores to both platforms in order to maximize the benefits of both. We’ll also discuss why having access to these two powerful ecommerce tools is important for businesses today. And, we’ll explain how integrating them makes running an online store and retail store more efficient than ever before.

Read on for all the details about putting Shopify and Square together as one cohesive platform that helps you sell online and in person, easier than ever.

Ready to connect Square with your Shopify store? Install MESA to save time from manual tasks saving data between these two systems.

To be clear, you can NOT use Square as the payment processor for Shopify. That simply isn’t possible.

What is Square?

Square payments dashboard

Square is a cloud-based point-of-sale (POS) system and payment gateway.

Whether you want to accept payments in your store, at an event, or online, Square makes it easy with its intuitive user interface and powerful in person payments capabilities. Not only that, they also offer essential business management tools like employee tracking, analytics, and inventory management.

Thanks to the versatility and depth of capabilities provided by Square products, you can seamlessly integrate it with Shopify data despite not being a native integration or an app.

Key features include support for major credit and debit cards, as well as Apple Pay, plug-and-play hardware setup, real-time analytics and reporting, seamless integration with third-party apps, strong security measures such as fraud prevention and encryption, and robust customer support, making it an attractive choice for businesses of all sizes.

What is Shopify?

Shopify payments dashboard

Shopify is an ecommerce platform used by thousands of businesses to manage their online presence.

As a leading provider in its space, Shopify allows you to create beautiful storefronts and easily sell products. It helps merchants integrate with a popular payment gateway like PayPal or Stripe, or use Shopify Payments; their own payment processor.

Shopify’s raise to fame comes from its user-friendly interface, expansive third-party app store, and tailored marketing tools. It’s a great solution for entrepreneurs looking to quickly launch their business without sacrificing features or customer service.

Shopify is favored by businesses worldwide for its numerous attractive features. These include customizable, mobile-responsive website designs without requiring coding knowledge, the ability to manage unlimited products and categories, support for various payment methods such as Shopify Payments, built-in analytics tools for performance tracking, and comprehensive customer support, making it an appealing option for businesses of all sizes.

Why Square and Shopify are better together

Shopify and Square together is a powerful combination that keeps businesses organized, efficient, and profitable.

Square with Shopify

With all that said, let’s clarify some of the most frequently questions about the two ecommerce platforms:

Can I use Square with Shopify?

Yes, but it’s not straightforward. Shopify doesn’t support Square as a payment method and there is not a Square app in the Shopify App Store that could help. You can certainly use Shopify for online sales and Square POS for in-person transactions. Then, using an automation platform like MESA, you can access Shopify data and Square payments into the system you choose as your single source of truth.

Does Square work with Shopify?

No, not natively. Since they’re considered competitors, there are no one-click integrations between these two platforms. You can certainly use both as Square has arguably the best point of sale system and Shopify dominate the online store space. You then need to save the data occurring in both systems to be saved into a single database or source of truth like an ERP or CRM system.

MESA Template ID

create-shopify-order-when-square-order-created

Is Square compatible with Shopify?

There is not a native integration between the two platforms so technically, no. However, there is nothing making them incompatible either. With the right workflow, you can easily make workflows the move data between the two systems if they’re both being used in your business.

When you integrate Square + Shopify, these solutions provides notable benefits, including simplified payment management, streamlined checkout processes, enhanced customer service, and automated analytics. This integration also enables greater scalability, fostering business growth and adaptability. By streamlining payments, connecting data, enriching customer experience, and expanding sales channels, these solutions create a seamless and efficient business ecosystem with in-person selling opportunities.

Businesses benefit from the simplicity of managing all their operations on one platform – Shopify. Meanwhile, Square offers reliable a payment gateway for retail stores that makes it easy to manage finances and scale growth.

Here are three key reasons why it makes sense to integrate these two platforms

Here are three key reasons why it makes sense to integrate these two platforms.

1. Consolidating sales data from both platforms

With Shopify and Square integrated, businesses have access to a unified view of their sales data. Connect Square payments and online transactions from your Shopify store into a single source of truth. This makes it easier to monitor overall business health and identify trends across online stores and retail stores.

2. Leveraging advanced analytics and trends

Shopify and Square offer powerful analytics and reporting, giving businesses insights into customer behavior, sales performance, and key metrics. Connecting Shopify payments and Square payments help you achieve a higher understanding of omnichannel customer activity. At the end of the day, Integrating these two platforms ultimately gives you a deeper understanding of your data.

3. Making data-driven decisions for business growth

With the powerful data tracking capabilities of Shopify and Square, businesses can make better decisions to drive growth. Comprehensive reporting allows you to understand customer preferences and trends, optimize operations, and develop strategies for scaling your business. 

Benefits of Square Shopify integration

By leveraging both platforms together, companies will find their sales go further than ever before. Let’s take a closer look at each of the benefits of combining Square and Shopify for your business.

Expanding Sales Channels with Square and Shopify

When trying to expand your business’s sales channels, you may find some limitations with Square. However, when integrated together, Shopify + Square allows businesses to leverage the features of both, resulting in increased sales opportunities.

A third-party integration makes it easy to connect Shopify with Square, creating a unified sales strategy for online and brick-and-mortar stores.

This approach improves product listing, inventory management, and automates customer service tasks, saving time and resources while expanding outreach.

Here’s how:

Leveraging Shopify’s checkout: Shopify is an ideal e-commerce platform, offering secure payment processing, custom checkout pages, and abandoned checkout workflows. Integrating Square into your business provides a seamless, secure payment experience while leveraging Shopify’s tools to maximize sales.

Utilizing Square for in-person sales and events: By integrating Square’s in-person payment processing capabilities, businesses can easily set up their physical storefronts and start selling right away. This also opens up opportunities to attend markets or events, allowing merchants to expand their reach even further. 

Creating an omnichannel retail experience: By combining Square with Shopify, businesses can create an omnichannel retail experience that provides customers with a unified shopping journey regardless of where or how they shop. This allows merchants to provide a seamless shopping experience across both online and physical storefronts while also leveraging the features and capabilities of each platform.

In-Person Selling Opportunities

When it comes to in-person selling opportunities, Square with Shopify offer incredible solutions that integrate seamlessly with your business. The two platforms can easily be connected in order to create a smooth process from checkout to inventory updates.

This merged system can take care of both in-store and online sales, streamlining supply chain management and customer satisfaction. With the combination of Square with Shopify, you will be sure to maximize your business’s potential in an efficient manner.

Set up Square POS with Shopify integration to receive real-time order updates and offer customers a faster checkout experience. This integration allows businesses to track sales data across both platforms and leverage the powerful tools from each system.

Square and Shopify enhance the customer experience at brick-and-mortar locations by offering a personalized shopping experience. Square and Shopify allow customers to access their online accounts in-store or link sales data to loyalty programs. 

Managing and tracking sales data from multiple sources will also be a breeze. With Square integrated into Shopify, businesses can easily access sales reports from both platforms and better understand their customer base and performance.

Integrating Shopify with Square offers businesses an all-in-one solution to grow sales channels, manage inventory, and provide a unified shopping experience.

Connect Shopify Inventory with Square

If you’re relying on both Shopify and Square to manage your inventory and sales, you may have noticed duplicate data since the two platforms don’t offer a native integration. However, there is still a way to connect your inventory across both platforms.

In a few simple steps, merchants can sync both systems and easily manage customer orders with ease. You’ll receive the following benefits:

Real-time inventory updates across channels: If you’re selling in-store and online, it can be difficult to keep track of inventory levels. By integrating Shopify and Square, merchants benefit from real-time updates that ensure the correct stock levels are reflected across the board.

MESA Template ID

update-inventory-in-shopify-when-a-square-order-is-created

Streamlined product and SKU management: With Square and Shopify combined, merchants can easily set up products and instantly connect them across both platforms. This simplifies the product management process and helps to ensure that customers always see accurate inventory levels no matter where they are shopping.

MESA Template ID

update-inventory-in-square-when-a-shopify-order-is-created

Simplifying restocking and order fulfillment: Connecting inventory between Shopify and Square makes it simple to restock shelves or fulfill online orders. This allows merchants to save time, money, and resources when managing their sales. 

Unify Processing Fees

Your payment processor greatly impacts your business, from lowering fees to improving security and fraud prevention.

Merchants once needed separate payment processors for online and in-person sales, but unified solutions have changed that.

Reporting and Analytics

Leveraging both Square with Shopify can provide you with an in-depth view of your business data. Reporting and analytics help entrepreneurs make informed decisions, like when to launch a new product or assess promotions.

By integrating these two platforms, businesses can track financial data from Square reports along with metrics from the Shopify dashboard. Merchants can access key sales metrics like lifetime orders, Customer Lifetime Value (CLV), and average order value (AOV). Using reporting and analytics helps you understand customer behavior and trends, allowing you to maximize profits.

Conclusion

Integrating Square with Shopify is a great way for businesses to take advantage of both platforms. With a unified view of sales data, powerful analytics, and better decisions from customer behavior, businesses improve efficiency and profitability. At the end of the day, by integrating both platforms you’ll position your business for exponential growth.

Whether you’re a small business looking to grow or an established enterprise looking for an edge, integrating Square + Shopify is a great way to get the most out of your sales.

With the right workflow to connect data, you can be sure that your customers will have the best shopping experience possible.

What you should do now

Whenever you’re ready…here are 4 ways we can help you grow your business:

  1. Add MESA to your Shopify store. The best way to get started is by adding the MESA app from the Shopify App store. Every plan includes the first 7-days free so you can be assured your workflow is running properly.
  2. Browse pre-made templates. Our customizable workflow templates are a great way to get started more quickly.
  3. Talk to our automation experts. If you need help personalizing any workflow template, guidance how to make any automation or, simply want us to make your workflow, we can help.
  4. If you know another merchant who’d enjoy reading this page, share it with them via LinkedIn, YouTube, Twitter, or Facebook.

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