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Harmony Square Connection

Introduction

A Square connection is configured via the Square connector to establish access to an account on the Square server. Once a connection is established, you can configure one or more Square activities associated with that connection to use as a source or target within an operation.

Create or Edit a Square Connection

A new Square connection is created using the Square connector from one of these locations:

An existing Square connection can be edited from these locations:

Configure a Square Connection

Configuration of a Square connection includes these fields:

Connections tab

Tip

Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • Connection Name: Enter a name to use to identify the Square connection. The name must be unique for each Square connection and must not contain forward slashes (/) or colons (:).

  • Access Token: Enter the Square personal access token that you saved from when you created an application at the Square server as a developer.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal).

Next Steps

After a Square connection has been created, menu actions for that connection are accessible from the project pane's Components tab. See Connection Actions Menu for details.

After configuring a Square connection, you can configure one or more Square activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Query Activity: Retrieves customers from a Square connection and is used as a source in an operation.

  • Create Activity: Creates new customers at a Square connection and is used as a target in an operation.

  • Update Activity: Updates existing customers at a Square connection and is used as a target in an operation.

  • Delete Activity: Deletes existing customers from a Square connection and is used as a target in an operation.