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[Gateways]Square

https://admin.rebillia.com/main/settings/store/gateway-config

For companies looking to use their Square account with Rebillia to process transactions, this documentation page will explain the step by step integration and management of the gateway with Rebillia.


Integration

To integrate Square to your Rebillia account, follow the steps below:

  1. Go to “Sales Channel” in the main navigation and into “Payments” from the sub-navigation menu.
  2. Click on the “Add Payment Source” button on the top-right corner of the content section.
  3. Select Square from the list of available payment sources.
  4. From the overlay that opened, select to connect to “sandbox” or “live” account.
  5. You will then be redirected to login to your Square account.
  6. Once logged in, you will be presented with a page describing all of the functionality Rebillia asks permissions to perform in your Square account. This includes items like creating transactions, storing cards on file, refunding etc…
  7. Accept and submit the form.
  8. You will then be redirected back to Rebillia with Square connected.

Configuration Check

It is always recommended to perform a quick, and a periodic, configuration check to verify the connection to your gateway is still valid and working properly. To do so, navigate back to “Settings” –> “Payments”, click on the equalizer button next to the gateway you want to test, click the “Test Configuration” button and submit the test. You will then be presented with a response from our software to let you know the health state of your gateway integration.

If, for some reason, you receive an error message – please contact our team for assistance.

Smart Routing

Now that you have your gateway connected, you need to assign the gateway to which currencies you want it to work with, as well as assign the specific Merchant Account ID (if applicable) you want Rebillia to communicate with. In Square, a merchant account ID is called “Location ID”.

To configure the Smart Routing, go to the “Smart Routing” sub-navigation section and click the “Set Source” button next to each currency you want this gateway to work with, then you will be able to set the specific Merchant Account ID (if applicable).

Sale Channel Usage

To allow Rebillia to process transactions with this gateway on your sale channel integration, you will need to activate the gateway in your sale channel settings.

To do so, go to “Sales Channel”, manage the platform, and go into the settings of your select sale channel. There, scroll down to the “Payment List” section and check the gateway’s checkbox to activate it. Don’t forget to “Save” at the bottom of the page.

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