Create a customer in Square when a new order comes in to Shopify

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  Only for a store that already has an admin-created custom app. In the client’s Shopify admin: Apps → Develop apps → the app: its Admin API scopes must include write_customers and read_orders; the token is under API credentials (shown once when it is made; if it is no longer shown, generate a new one).

• Square

  developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Shopify, for “A new order comes in”
2. Connect the client’s Square, for “Create a customer”