Tutorial 3 of 3
In Progress

Set up Square

Step 1 – Log into your website

Log into your website at yourwebsite.com/login

Once logged in, you will automatically be redirected to your site’s dashboard.

If you are already logged in, then visit your site and select the blue square with a Gear Icon to open the Chasi Control Panel then select Site Dashboard.

Chasi Tutorials Loggin into your website Take3

Step 2 – Access Payment Settings

2.1

On the side menu of your sites dashboard, select Shop > Settings.

Chasi tutorials setup Paypal Step1

2.2

This area has all of the settings for your store, for this tutorial we will select Square.

Chasi tutorials setup Square Step1

2.3

Now, select Connect with Square

Chasi tutorials setup Square Step2

Step 3 – Authorize Access to Square

3.1

You will need to log into your Square account to allow Chasi to communicate with Square.

Chasi tutorials setup Square Step3

3.2

After you log into square, go ahead and select Allow.

Chasi tutorials setup Square Step4

3.3

Once you have authorized access to Chasi, select That’s My Site – Redirect Me.

This will take you back to the payments settings on Chasi.

Chasi tutorials setup Square Step5

Step 4 – Enable Inventory Sync with Square

4.1

Now that Chasi is linked with Square we will need to tell Chasi how to handle inventory syncing.

First we will need to select the Business Location dropdown, and then select your Square Business Name.

Chasi tutorials setup Square Step6

4.2

After you have selected your business location, we will need to choose if Chasi or Square manages your inventory.

For this tutorial, we are going to have square manage product inventory.

Chasi tutorials setup Square Step7

4.3

Now, we are going to Enable Syncing of Inventory.

Note: Syncing your inventory from square is designed for in-person stores. This means that you manage your product and sales on square, and they will automatically update on Chasi.

Chasi tutorials setup Square Step8

4.4

You may also hide products on Chasi, if they are out of inventory or do not exist in your Square inventory.

To do this, enable the toggle for Handle Missing Products.

Chasi tutorials setup Square Step9

4.5

When you are done editing, do not forget to Save Changes!

Chasi tutorials setup Square Step10

Step 5 – Enable Payments with Square

5.1

Go ahead and select the Payments tab.

Chasi tutorial setup payments step2 Take3

5.2

Now, toggle on Enabled in the Square row.

Chasi tutorials setup Square Step11
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Tutorial Completed

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