Help with integration

WagBend — Wed, 22 Apr 2020 22:39:03 GMT

I hope this finds the right person(s)

I recently posted about CRM integration with square. Well, well I found a great Bay Area company that will build their platform around my new venture.

Problem is that their list of vendors to use for integration for purchasing and using memberships doesn’t include square. There are a bunch of other companies, including PayPal, but no square. The processing companies hang onto the card numbers, and the developers suspect this is the issue with square.

An m outfit called spreedly is the integration.

Any suggestions on making this work with square?

I am fiercely loyal to square, and will continue to use it in my daycare and kennel, but the Ranch is it’s own entity and I need the CRM

any help or suggestions are appreciated

Justin

Re: Help with integration

nika — Sat, 25 Apr 2020 17:12:04 GMT

Hey @WagBend. I ran this by some API specialists. Are we understanding correctly that the CRM you want to use doesn't have Square as a processor? If that's the case, that CRM will need to add us as a processor for you to use our services.

As for hanging on to the card number- yes we hold the card numbers which are tokenized. Therefore they can't be transferred to another processor to charge their customers.

Let me know if you have any follow up questions.

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Help with integration

Re: Help with integration