How to Connect and Use Square Payment Processor in TekMatix

Tekmatix users can connect their Square accounts for processing payments in their account.

In the modern business world, efficiency and streamlined processes are essential for success. Integration of Square in your Tekmatix account makes handling payments easier, offering a smooth experience for both customers and businesses. 

Let’s have a look at how you can connect Square to your Tekmatix account. 

Businesses will be able to process one-time as well as subscription payments by configuring products under Payments -> Products. This includes support for all features available under sub-account like order forms, invoices, online stores, forms, memberships, payment links and more. Businesses will be able to track all payments made under Payments -> Orders and Transactions and all existing trigger functionalities will also be available along with this integration.

To connect to Square in Sandbox/Test Mode, follow the below steps:

1. Login to your square account - https://app.squareup.com/login

2. Open the sandbox square account from your square dashboard and stay signed in as a square sandbox user

3. Then go to TekMatix and click on the Connect button for Square Test Mode. It will automatically pick that signed in sandbox account and connect it to TekMatix

Connecting Square to TekMatix

Here is how you can connect your Square account to TekMatix:

1. Log in to your TekMatix Account.

2. Go to the Payments menu on the left sidebar

3. Select Integrations option at the top

4. Find and Click on “connect” Beside Square

   

5. Click on Connect button below “Square Live Mode”

   

6. Now, it will ask you to log in to your Square account.

7. After this you can choose the “Set as default” option to use Square for all of your payments.

   

   You can also connect your Square Sandbox Mode, as this will help you test payments from your account. This is helpful when you want to test the funnel you just made.

   
   

   Now you’re all set to accept payments through TekMatix. You can use the checkout links in your funnels or websites to facilitate transactions. You'll be able to collect onetime payments as well as recurring payments using Square. Also, Square is available to be attached to invoices to forms to e-commerce stores to payment links and even membership sites.