DLHDLH.io Documentation

Setup Steps

DLH.io Setup Guide for Square Marketplace

Connector Pre-Requisites

Connecting to Square, you need to make sure that:

  • You have access to the Square Marketplace
  • You have access to metadata and can subscribe to Square Marketplace vendors

Instructions

Remember DLH.io securely connects to your Square instance by redirecting you to the Square portal for you to sign in via Square login. DLH.io does not capture or store your password/credentials.

Using the form please complete the following basic steps:

  1. Enter a Name or Alias for this connection that is unique in the 'Name/Alias' field
  2. Enter a unique target schema name for your Snowflake data cloud destination in the 'Target Schema Prefix' where you wish to land the data.
  3. Click the 'Authorize Your Account' button which will transport the page to the Square login, where you will enter your Square account credentials.  Once your credentials are accepted you will be automatically redirect back to this DLH.io portal and you should be able to see a successful connection of your source.

If any issues occur with the Square authorization, simply return to the sources page in DLH.io, edit this source and click the 'Authorize Your Account' or 'Re-Authorize Your Account' button.   If any issues persist please contact our support team via the DLH.io Support Portal.