--- id: "integration-11398" type: "integration" lang: "en" title: "Square Integration: Orders, Payment Links and Stock Checks in Chat - Square at Binom" url: "https://binomai.com/integrations/square-integration/" translation_group: "integration-11363" translations: ru: url: "https://binomai.com/ru/integrations/square-integration/" markdown: "https://binomai.com/ai/ru/integrations/square-integration.md" uk: url: "https://binomai.com/ua/integrations/square-integration/" markdown: "https://binomai.com/ai/ua/integrations/square-integration.md" categories: ["Payments"] published: "2026-10-21T10:30:37Z" updated: "2026-10-21T12:50:05Z" --- # Square Integration: Orders, Payment Links and Stock Checks in Chat - Square at Binom *Updated: 21.10.2026, 12:50 UTC* The Square integration connects Binom conversations with your cash register and online sales: the AI employee answers questions about products and stock, creates an order and a payment link, issues an invoice, and checks a gift card. The customer places and pays for a purchase without leaving the chat. Square is available on request in your Binom account: Integrations → More integrations → Square. ## What Binom can do in Square Binom here refers to your AI employee. After Square is connected, it calls the service's actions when a conversation needs that data. You decide which actions it can use. In the account, each action is marked: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Square). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Catalog and stock | Products and variations, catalog search, stock by location | Creating and editing products, adjusting stock | | Orders | Orders, search by location, cost calculation | Creating, editing, paying, and duplicating an order | | Payment links | Payment links | Creating, editing, deleting a link | | Payments and refunds | Payments, refunds, payouts | Payment, completing and canceling a payment, full or partial refund | | Invoices | Invoices, search by customer and status | Invoice draft for an order, editing, sending to the customer, canceling | | Customers | Customer profiles, search by phone, email and name, groups and segments | Creating and editing customers, adding to groups | | Subscriptions | Subscriptions and their events | Enrolling, changing, canceling, resuming | | Gift cards | Cards and their transactions | Creating a card, linking to a customer, topping up and deducting | | Locations and team | Sales locations, employees, timesheets | Changing locations and employees | ## Can a chatbot send a payment link through Square? Yes. When the customer has chosen a product, Binom creates a Square payment page using the "Create Payment Link" action and sends the link into the chat. Payment is completed on the Square page, so card details never enter the conversation. If an order has several items, Binom first calculates it ("Calculate Order") and states the total. ## Product availability at your locations Binom searches for the product in the catalog ("Search Catalog Items") and checks stock by location ("Batch Retrieve Inventory Counts"). The customer immediately learns which store has the product. ## Invoices, gift cards and refunds - Invoice to the customer: an invoice draft for an order ("Create Invoice") and sending it ("Publish Invoice"). - Gift card: checking by number ("Retrieve Gift Card From GAN") and linking to a customer. - Refund: full or partial ("Refund Payment"), with confirmation when "Ask before changing data" is turned on. ## How to get the Square integration Square is connected on request: first, the Binom team sets up the integration for your account. General catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), type "Square" in the "Search integrations" field, and open the Square card. 2. The "Square integration for assistant" page will show the message "Integration is available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in Square. 3. Click "Request integration". "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Square page. 5. Click "Connect", go through the steps in the "Connect Square" window, and click "Done". After "Connecting...", the status will change to "Connected". If you see "Confirmation has not arrived yet. The connection may still complete, so check again in a minute.", click "Check again". ## How to choose what Binom can do in Square A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant may perform. Until something is selected, it has access to none of them." 1. On the Square page, check the actions you need in the "Actions" list. The "Filter actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it intends to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To start, "Search Catalog Items", "Batch Retrieve Inventory Counts", "Search Customers" and "Create Payment Link" are enough. Add write and delete actions when you are ready to trust Binom with changes in Square. ## How to check that the integration works - Start a new conversation with your Binom, for example through the [public chat link](https://binomai.com/faq/public-chat-link/), and ask about stock of a product at one of your locations. Compare the answer with Square. - Ask it to process a small test purchase and check that a payment link arrives. - Delete the test payment link or order after checking. ## Possible problems ### Binom does not use Square data in its answers **What to check:** that the Square status is "Connected" and the needed actions are selected (for example "Search Catalog Items"). **What to do:** select the actions and click "Save". **How to tell it is resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Square data. ### "Could not record the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Square). **How to tell it is resolved:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been recorded." Nothing else is needed: the request is saved, and you will receive a notification when Square can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access details, so the assistant doesn't use them." **What to do:** open the Square page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect", and go through the connection window again. **How to tell it's fixed:** the status shows "Connected". ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Square), and a screenshot of the message. **How to tell it's fixed:** the "Connect Square" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we'll let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page. For how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, go back to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Square again. ### "You don't have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Square themselves. More: [team access levels](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's fixed:** after refreshing the page, the integration settings open. If the problem isn't resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of your Binom, the integration, and a screenshot of the message. ## How to disconnect Square On the Square page, click "Disconnect". The "Disconnect Square?" window will show a warning: "The assistant will lose access to the service. To restore it, the integration will need to be connected again and the access details entered again." Confirm, and "Integration disconnected" will appear. ## Other questions ### Can Binom check the balance of a Square gift card? Yes. With the "Retrieve Gift Card From GAN" action, Binom finds the card by its number and reports its details. ### Do I need a developer to set up the Square integration? No. You request Square in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [Shopify chatbot: answers about products and orders](https://binomai.com/ru/integrations/chat-bot-shopify/) - [Xero integration: invoices and payments in accounting](https://binomai.com/integrations/xero-integration/) - [How to connect a product catalog](https://binomai.com/faq/how-to-connect-the-product-catalog/) --- ## Updated on 21.10.26 The Square integration connects conversations with your register and online sales: the AI employee answers questions about products and stock, creates an order and a payment link, issues an invoice, and checks a gift card. The customer places and pays for their purchase without leaving the chat. Square is available on request in your Binom account: Integrations → More integrations → Square. ## What Binom can do in Square Here, Binom means your AI employee. After Square is connected, it calls the service's actions when a conversation needs that data. You decide which actions it can use. In the account, each action is marked: **read** (Binom only views data), **write**, or **delete** (Binom changes or deletes data in Square). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Catalog and stock | Products and variations, catalog search, stock by location | Creating and editing products, adjusting stock | | Orders | Orders, search by location, cost calculation | Creating, editing, paying, and duplicating an order | | Payment links | Payment links | Creating, editing, and deleting a link | | Payments and refunds | Payments, refunds, payouts | Creating, completing, and canceling a payment, full or partial refund | | Invoices | Invoices, search by customer and status | Invoice draft for an order, editing, sending to the customer, canceling | | Customers | Customer profiles, search by phone, email, and name, groups and segments | Creating and editing customers, adding them to groups | | Subscriptions | Subscriptions and their events | Creating, editing, canceling, resuming | | Gift cards | Cards and their transactions | Creating a card, linking it to a customer, topping up and deducting | | Locations and team | Sales locations, employees, timesheets | Editing locations and employees | ## Can the chatbot send a payment link through Square? Yes. When the customer has chosen a product, Binom creates a Square payment page using the "Create Payment Link" action and sends the link in the chat. Payment takes place on the Square page, so card details never enter the conversation. If the customer needs an order with several items, Binom first calculates it ("Calculate Order") and states the total. ## Product availability at your locations Binom searches the catalog ("Search Catalog Items") and checks stock by location ("Batch Retrieve Inventory Counts"). The customer immediately finds out which store has the product in stock. ## Invoices, gift cards, and refunds - Invoice to the customer: a draft for an order ("Create Invoice") and sending ("Publish Invoice"). - Gift card: verification by number ("Retrieve Gift Card From GAN") and linking to a customer. - Refund: full or partial ("Refund Payment"), with confirmation when "Ask before changing data" is turned on. ## What access you will need Connection method: sign-in via OAuth 2.0 (you log in to your service account and confirm access). Details for each method are shown in the "Authentication" section on the Square page in your account. ## How to get the Square integration Square is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions on [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Square" in the "Search integrations" field, and open the Square card. 2. The Square integration page for the assistant will show the message "This integration is available on request. Request it now, and we will set it up for you as a priority." Here, the assistant is your Binom. The "Authentication" section shows what access will be needed, and the "Actions" list shows everything Binom can do in Square. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. Once the integration is ready, a "Connect" button will appear on the Square page. 5. Click "Connect," go through the steps in the "Connect Square" window, and click "Done". After "Connecting...", the status will change to "Connected". If the message "Confirmation hasn't arrived yet. The connection may still complete. Check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Square A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant may trigger. Until something is selected, it has access to none of them." 1. On the Square page, check the actions you need in the "Actions" list. To find them by name, use the "Filter actions" field. The counter shows how many are selected. 2. Review the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes data, Binom will describe what it intends to do and wait for your response. 3. Click "Save". The message "Allowed actions saved" confirms your changes. To get started, "Search Catalog Items," "Batch Retrieve Inventory Counts," "Search Customers," and "Create Payment Link" are enough. Add actions that change or delete data when you are ready to let Binom make changes in Square. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and ask about product availability at one of your locations. Compare the answer with Square. - Ask it to process a small test purchase and check that a payment link arrives. - Delete the test link or order after checking. ## Possible issues ### Binom does not use Square data in its answers **What to check:** that the Square status is "Connected" and the required actions are selected (for example, "Search Catalog Items"). **What to do:** select the actions and click "Save". **How to tell it is resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Square data. ### "Could not record the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Square). **How to tell it is resolved:** the button shows "Requested". ### "The integration is temporarily unavailable. Your request has been recorded." You don't need to do anything else: your request is saved, and you will receive a notification when Square can be connected. ### "Reconnection required" **What it means:** "The service no longer accepts saved access details, so the assistant can't use them." **What to do:** open the Square page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect" and go through the connection window again. **How to tell it's fixed:** the status shows "Connected". ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Square) and a screenshot of the message. **How to tell it's fixed:** the "Connect Square" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need and we'll let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, go back to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Square again. ### "You don't have permission to manage this section." **What it means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Square themselves. More details: [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's fixed:** after refreshing the page, the integration settings open. If the problem isn't resolved, write to support@binomai.com or send "I want to talk to a person" in the [Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream) chat. Include the name of your Binom, the integration, and a screenshot of the message. ## How to disconnect Square On the Square page, click "Disconnect". The "Disconnect Square?" window will show a warning: "The assistant will lose access to the service. To restore it, you'll need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom check the balance of a Square gift card? Yes. With the "Retrieve Gift Card From GAN" action, Binom finds the card by its number and reports its details. ### Do I need a developer to integrate Square? No. You request Square in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [Shopify chatbot: answers about products and orders](https://binomai.com/ru/integrations/chat-bot-shopify/) - [Xero integration: invoices and payments in accounting](https://binomai.com/integrations/xero-integration/) - [How to connect a product catalog](https://binomai.com/faq/how-to-connect-the-product-catalog/)