Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Square integration
Look up a Square payment or order in Tidio and issue the refund you agreed.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Square
Find the payment
The Square payment record answers a charge question without asking the customer for a photo of the receipt.
Refund in the conversation
A small refund agreed in chat is issued through Square and confirmed there.
Check stock
Square inventory tells the agent whether the item is actually available.
Recognize a regular
Purchase history shows whether this is a first order or the fiftieth.
Overview
Square is the payment, the order and often the inventory too, especially for a business that sells in person and online. In a chat the customer has a receipt number or an email, and the agent needs the rest. Reading Square into Tidio gives them the payment, the order and whether a refund already went out, and a refund agreed in the conversation can be issued within limits you set. Square stays the payment record.
Key features
- Payment in the chat The Square payment, its status and any refund.
- Order and items See what was bought, in store or online.
- Refunds within limits An agreed refund is issued through Square.
- Stock answers Square inventory says what is available now.
Square
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Square in minutes
1
Connect Square and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a Square webhook do it directly.
2
Set refund limits
An amount cap and an eligible window, decided before anybody can refund anything.
3
Log every action
Refunds are recorded in Square and against the conversation that agreed them.
Discover more integrations
All Integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Square integration
Should agents refund from a chat?
With a cap, yes. A small refund settled in the conversation costs less than the exchange it replaces, and Square records it properly. Set the amount limit and the eligible window first, and review the pattern occasionally rather than trusting it forever.
What about card details?
They never enter the conversation. Square holds the payment method, and the refund goes back to the original card by reference. If an agent ever needs a card number to resolve something, the process is wrong rather than the tool.
Is the Square integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Square integration.