Connecting Square
Link your Square account to enable automatic payment tracking, gift card rewards, and customer management.
ViralRef uses your Square account to track payments, issue gift card rewards, and manage customer data. This guide covers the connection process, permissions, and troubleshooting.
Connecting Your Account
- Navigate to Settings > Integrations > Square
- Click Connect Square Account
- You'll be redirected to Square's sign-in page
- Sign in to your Square account and review the permissions
- Click Allow to approve the connection
- You'll be redirected back to ViralRef with your account connected
The connection is secure — ViralRef never sees your Square password. You're signing in directly through Square, which gives ViralRef permission to access your payments, customers, and gift cards.
ViralRef only requests the permissions it needs: viewing payments, managing customers, and managing gift cards. You can review and revoke access at any time from your Square Dashboard.
Selecting Locations
After connecting, you'll choose which Square locations to track:
- Go to Settings > Integrations > Square
- You'll see a list of all locations linked to your Square account
- Toggle on the locations you want to include in referral tracking
- Payments from locations you don't select will not count as referrals
What the Connection Enables
Once connected, ViralRef can:
| Feature | What It Does |
|---|---|
| Payment tracking | Automatically detects when referred customers make purchases |
| Gift cards | Creates and tops up gift cards as referral rewards |
| Customer matching | Links referred signups to your Square customer records |
Everything is set up automatically when you connect — there's nothing else to configure.
Disconnecting
To disconnect your Square account:
- Go to Settings > Integrations > Square
- Click Disconnect
- Confirm the disconnection
Disconnecting stops all payment tracking and gift card rewards. Your existing data is preserved, but no new referrals will be tracked until you reconnect. Referral links stay active, but rewards can't be issued.
Troubleshooting
"Connection failed" error
- Make sure your Square account has an active subscription
- Check that you're signing in with an account that has owner or manager access (not just employee access)
- Try disconnecting and reconnecting
Payments not showing up
- Confirm the correct locations are turned on in Square integration settings
- Make sure the payment was made at one of your tracked locations
- Check Partners > Failed Operations to see if anything got stuck
Gift cards not being created
- Make sure gift cards are turned on in your Square account (you can enable this in Square Dashboard)
- Check that the referrer's program uses Gift Card as the reward mode
- Check Partners > Failed Operations for any errors
Next Steps
Creating a Program
Set up your first referral program with commission rules and rewards.