How to Configure Hike with Square
Hike supports the integration with Square on PC, Mac, iPad and Android tablets. The integration is supported in Australia, Canada, Japan, UK and US. The device we support on PC and Mac, for now, is Square Terminal, while on iPad and Android tablets is Square Reader and Square Terminal.
Before you start the process, please make sure that your payment terminal has been connected to the internet if you are using Square Terminal, and you've got your Square account ready.
Payment type setup in Hike for Square Terminal (PC/Mac)
1. Login to your hike store
2. Go to Store setup ->Payment types -> Add new payment type -> enter the payment name -> select Square as payment type -> click “Save". Here, you can play with the payment name.
3. Once above payment type is created, you will see it listed in the payment type page in Hike. Click on "configuration required", and it will direct you to the page below, where you will need to login to your Square account.
Please sign in with your Square account.
4. After signing in successfully, you will be directed back to Hike. Then, you will need to choose the payment device you want to integrate with Hike.
We choose Square terminal at this stage.
5. Please map the cash register with the square device ID. It will come up in the dropdown list automatically.
6. Click on PAIR SQUARE DEVICE, and you will get a device code. Please note, you may have a different device code from the screenshot below.
7. Please click on "Sign In" and then "Use a Device Code" on the terminal. Then use the code to sign in on the terminal.
You terminal will show "Ready to take a payment" after signing in.
8. Click on "Next" in your browser, and you will be prompted to name your device.
9. The configuration is done! You can click on the x button to close the configuration window, and run sales.
Payment type setup in Hike for Square Reader (iPad/Android tablets)
1. We will first need to complete the configuration on a computer. Please login to your hike store
2. Go to Store setup ->Payment types -> Add new payment type -> enter the payment name -> select Square as payment type -> click “Save". Here, you can play with the payment name.
3. Once above payment type is created, you will see it listed in the payment type page in Hike. Click on "configuration required", and it will direct you to the page below, where you will need to login to your Square account.
Please sign in with your Square account.
4. After signing in successfully, you will be directed back to Hike. Then, you will need to choose the payment device you want to integrate with Hike.
We choose Square Reader at this stage.
5. Please map the cash register with the square device ID. It will come up in the dropdown list automatically.
Then, please click on "Configure" to complete the configuration.
6. Please go to your tablet and visit Menu -> Settings -> General settings. Click on "Data Sync" there, which will bring the newly created payment type to your tablet.
7. Last, you will need to pair your Square Reader in the Square app on your tablet.
- Download and install the Square app on your tablet if you haven't done so.
- Open the app and visit Menu -> Settings -> Hardware -> Card Readers.
- Click on "Connect a Reader" and follow the instructions to finish the pairing.
Now, you have finished the configuration and can use Square devices to process sales and refund.
Payment type setup in Hike for Square Terminal (iPad/Android tablets)
1. Please follow the instructions on how to set up Square Terminal with Hike on a PC/Mac, and set it up on your computer.
2. Please go to your tablet and visit Menu -> Settings -> General settings. Click on "Data Sync" there, which will bring the newly created payment type to your tablet.
Please note:
1. If you are using a Square Reader, it doesn't support refund via 3rd-party due to API limitations. Therefore, please refund the sale with a non-integrated payment type, and finish the actual return of the payment in the Square app.
2. If you are using a Square Terminal, the refund does not require the presence of the terminal or the bank card, and the cancellation of a transaction needs to be initiated on the terminal.
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