One Church Software integrates with Square. Connecting Square lets your church take card payments in person, including pay-at-the-door collection on forms, and it automatically imports your Square payments into One Church Software as contributions.
Here are some of the Square devices we recommend.
Square Reader Magstripe (USB-C)
Square Reader Contactless Bluetooth
You will need the Financial Settings permission to connect or configure Square.
Connecting Square
Open Settings & Tools (Cog icon in the tool-bar) and select Integrations. Square is listed under the Financial Integrations section.
Click Connect on the Square card. A Square login window opens.
Sign in to Square and authorize the connection. One Church Software receives access automatically and confirms that Square is connected.
Connecting Square automatically grants the permissions needed to charge cards and manage card readers, so there are no extra steps for that.
Tip: Connecting Square imports payments going forward only, from the moment you connect. Past Square payments are not pulled in. To bring in history, use the manual import tool.
What transactions get imported
From the moment Square is connected, One Church Software imports your Square payments and records them as contributions. By default this includes all of your Square payments, such as in-person point-of-sale sales and Square invoices. The key phrase is by default: importing is opt-out, so you can narrow it with the controls in the next section. All Square transactions will be assigned Square as the source.
Warning: A regular in-person Square sale, at the cafe, bookstore, event table, or any other Square checkout your church runs, can show up in One Church Software as a contribuion, not just form payments. If you do not want every Square location to import, review your Square options before you start taking Square payments.
A few details on what does and does not import:
Excluded: payments from any Square location you have unchecked, and Square cash payments when Import cash payments is turned off. A location you have not configured at all still imports, because exclusion is an explicit opt-out.
Only settled or in-flight payments import (Square status completed, pending, or approved). Failed, canceled, or voided Square payments are never imported.
Refunds processed in Square are imported too.
Tips are imported as a separate line, allocated to your configured tip designation, or to Unallocated if none is set.
Managing what transactions get imported
After connecting, click Options on the Square card to open the settings window. All import controls live in Settings & Tools > Integrations > Square > Options.
Tip designation - where tips collected through Square are allocated. If not set, tips go to Unallocated.
Import cash payments - on by default. When off, Square cash payments are skipped and not imported.
Locations - choose which Square locations to import and the default designation for each. Unchecked locations are excluded. Included locations with no designation fall back to Unallocated. See this on how to manage your Square locations.
Terminals - pair Square Terminal hardware here. This generates a code you enter on the device, and is needed only for the Send to terminal option when collecting at the door. Card readers and MagTek attachments do not need pairing and can be used as is; only standalone Square Terminal devices are paired here.
How imported payments are designated
Each imported payment is assigned a designation using this order:
The assigned designation on the ticket/item field on a form
The default designation set for that Square location if a form is not used
Unallocated, as the final fallback.
How transaction are assigned to the payee/donor
If the payment is processed via a card present via swipe or tap, the payee/donor's name will be included on the imported transaction. We will attempt to match this transaction to an existing person profile. If the transaction could not be matched then it will be recorded as a unmatched contribution. See What are unmatched contributions?
Pay at the Door on forms
Connecting Square also lets a form give registrants the choice to pay in person at an event instead of paying online. Staff then collect that payment at the door by scanning a QR code from the registrant's email.