Connect Salesforce to Square to accept cards, wallets, and other online payment methods, sync transaction status, and speed up payout reconciliation in one reliable flow.
• Salesforce checkout requests are routed to Square Payments APIs to create payment intents or charges, using tokenized payment method data and idempotency keys to prevent duplicates.
• Order, customer, and currency identifiers from Salesforce are mapped to Square payment objects, with metadata used to persist the cross-system linkage for later lookup.
• Square webhook events for payment.created, payment.updated, and refund.updated are validated and translated into Salesforce payment records and order status updates.
• Authorization, capture, void, refund, and partial refund states are normalized into a common status model in Salesforce, with the Square transaction ID stored as the source-of-truth reference.
• Transaction fees, net amounts, and settlement timestamps returned by Square are synchronized to Salesforce for reconciliation against orders and payouts.
• Retries, error responses, and signature verification results are logged, with failed events queued for reprocessing to preserve event ordering and consistency.
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We map Square payment events (authorization, capture, refund, failure) to Salesforce objects, so each order shows an exact payment status and transaction ID. This keeps the checkout trail consistent without manual exports.
Square can support cards and digital wallets, and we pass the selected method and outcome back into Salesforce for reporting. The final set depends on your checkout setup and country availability in Square.
Yes – refund and status updates can be pushed into Salesforce so finance can reconcile payouts against orders with fewer mismatches. We also align references so your team is not searching across systems.
We keep sensitive card data in Square and only sync the non-sensitive identifiers and statuses into Salesforce. Access and logging are set up so payment actions are traceable in Salesforce.
Yes, we design the flow for reliable event handling and retries, so spikes do not break reconciliation. scandiweb has delivered 2,100+ eCommerce projects, and we build payment integrations with the same production discipline.





