Square + Syncro Integration

Connect Square to Syncro in 1 click

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1.
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
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2.

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Ready Workflows Ready Workflows   for Square + Syncro Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Square + Syncro Integration

Create Syncro customer for new Square customer

When you create a customer in Square, it's important to also create that customer in Syncro. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

IT Service Providers
IT Service Providers
Field Service Technicians
Field Service Technicians
Point of Sale Managers
Point of Sale Managers
Accounting Professionals
Accounting Professionals
Small Business Owners
Small Business Owners
IT Service Providers
IT service providers often need to manage customer billing efficiently. Connecting Syncro and Square helps them keep their invoicing synchronized with payments, reducing manual data entry and errors.
Field Service Technicians
Field service technicians face challenges in collecting payments on site. Integrating Syncro and Square can help them instantly process payments after completing a service, updating records in real-time.
Point of Sale Managers
Point of Sale managers need to ensure transaction records are accurately maintained across systems. Syncro and Square integration ensures seamless data flow, keeping inventory and sales data consistent.
Accounting Professionals
Accounting professionals often struggle with reconciling payment data with invoices. By integrating Syncro and Square, they can automate syncing transaction records, improving financial accuracy and reducing audit risks.
Small Business Owners
Small business owners need to streamline their operations to save time. Integrating Syncro with Square allows automatic updating of customer and sales data, helping them focus on growing their business.
Square logo
Syncro logo

What Can You Automate With Square + Syncro

Sync Invoices to Payments
When you create a new invoice in Syncro, automatically update Square with the payment details once it's paid. This ensures that your billing records are consistent and you stay on top of your finances without manual entry.
Record Completed Service Payments
After a field service is completed, automatically process the payment through Square and update Syncro records. This helps you manage on-site customer payments seamlessly, without paperwork delays.
Keep Customer Records Updated
When you add a new customer in Syncro, automatically create or update their record in Square. This keeps your CRM and sales data in sync, reducing repetitive data entry tasks.
Sync Payment Receipts to CRM
Each time a payment is processed in Square, automatically log the transaction details in Syncro. This provides a complete view of customer interactions, helping you track billing history accurately.
Auto-update Inventory After Sales
When a product is sold through Square POS, automatically adjust the inventory levels in Syncro. This ensures you always have up-to-date stock information, reducing the risk of overselling.
And much more...
Automations

Top 10 Most Popular Square Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Square logo
Create Square customer from new Elementor Forms form submission
Activate
Moodle logo
Square logo
Create Square customer from new Moodle student enrollment
Activate
Square logo
Zoom logo
Create Zoom meeting for new Square customer
Activate
Square logo
GoHighLevel (Legacy) logo
Create GoHighLevel contact for new Square customer
Activate
Square logo
MailerLite logo
Create MailerLite subscriber for new Square customer
Activate
Elementor Forms logo
Square logo
Create Square customer from new Elementor Forms form submission
Activate
Moodle logo
Square logo
Create Square customer from new Moodle student enrollment
Activate
Square logo
Zoom logo
Create Zoom meeting for new Square customer
Activate
Square logo
GoHighLevel (Legacy) logo
Create GoHighLevel contact for new Square customer
Activate
Square logo
MailerLite logo
Create MailerLite subscriber for new Square customer
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Amelia logo
Square logo
Create Square event for new Amelia booking
Activate
Square logo
Referral Rock logo
Create Referral Rock contact for new Square customer
Activate
Square logo
LeadConnector logo
Create LeadConnector contact for new Square customer
Activate
Loyverse logo
Square logo
Create Square customer for new Loyverse customer
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Amelia logo
Square logo
Create Square event for new Amelia booking
Activate
Square logo
Referral Rock logo
Create Referral Rock contact for new Square customer
Activate
Square logo
LeadConnector logo
Create LeadConnector contact for new Square customer
Activate
Loyverse logo
Square logo
Create Square customer for new Loyverse customer
Activate

Top 10 Most Popular Syncro Automations from
Integrately Community

Most popularmost-popular-automations
01
Syncro logo
MailerLite Classic logo
Create MailerLite Classic contact for new Syncro invoice
02
Syncro logo
Wave logo
Create Wave invoice for new Syncro invoice
03
Google Sheets logo
Syncro logo
Create Syncro customer for new Google Sheets row
04
CompanyHub logo
Syncro logo
Create Syncro customer for new CompanyHub record
05
Salesforce logo
Syncro logo
Create Syncro customer for new Salesforce record
cloud
Syncro
app integration
06
EasyCSV logo
Syncro logo
Create Syncro customer for new EasyCSV data
07
Bubble logo
Syncro logo
Create Syncro customer for new Bubble data thing
08
PostgreSQL logo
Syncro logo
Create Syncro customer for new PostgreSQL row
09
SeaTable logo
Syncro logo
Create Syncro customer for new SeaTable row
10
Shoplazza logo
Syncro logo
Create Syncro customer from new Shoplazza customer
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Square or Syncro With 1400+ Other Apps

Square
Square
Square is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.
Syncro
Syncro
Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.