iMIS (iAppConnector) + Square

Add new Square orders as activities in iMIS

Need to find a way to track when one of your members make a payment using your Square account? With this integration you can easily track when payments are made via Square at your in-person event and, by using Square's customer email address, automatically look to see if their email is in iMIS to associate that payment with their record as an Activity.

When this happens...
New Order
Triggers when a new order is processed.
TriggerScheduled
automatically do this!
Create Activity
Creates a new activity in the contact record.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- IQA PathRequired
- Parameter List
Trigger
Scheduled
Try It
- Track Fields
Trigger
Scheduled
Try It
- notice
- Batch Id
- Batch Date
- TypeRequired
- Donor IDRequired
- List As
- Anonymous Gift
- Request
- AmountRequired
- Gift ItemRequired
- Source Code
- Soft Credit Notice
- Contact ID
- Percentage
- Amount
- Moves Manager ID
- Tribute Type
- Tributee Name
- Tribute Message
- Notify Contact ID
- Payment method
- Check Number
- Do not reciept
Action
Write
- CodeRequired
- TitleRequired
- Description
- CategoryRequired
- Standard PriceRequired
- Discount PriceRequired
Action
Write
- Add User Security RoleRequired
- UsernameRequired
Action
Write
- Panel Source Name (Type) (Identity)Required
Action
Write
- iMIS IDRequired
Action
Write
- Add or UpdateRequired
- Work Phone
- Country Code
- Email
- Website
Action
Write
- Add/UpdateRequired
- IDRequired
Action
Write
- File
Action
Write
- Event CodeRequired
- Event Name
- Event Description
- Event Start Date/Time
- Event End Date/Time
- Capacity
- Time Zone
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Search by Company WebsiteRequired
Action
Search
- IQA PathRequired
- Return First Result?
Action
Search
- EmailRequired
- Add or UpdateRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Informal Name
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
Action
Search or write

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
New Contact Record Added
Triggers when a new contact is added in iMIS.
Trigger
Scheduled
Try It
- Event CodeRequired
- Registration Option CodeRequired
- Registrant IDRequired
Action
Write
- Add or UpdateRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Informal Name
- Email
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
Action
Write
- Add/Remove RelationshipRequired
- Relationship TypeRequired
- Contact IDRequired
- Title
- Effective Date
- Expiration Date
Action
Write
- iMIS IDRequired
- Address Id
- Override Address Id
- Address PurposeRequired
- Address Line 1
- Address Line 2
- City
- State Code
- Country Code
- Postal Code
- Email
- Phone
- Notes
Action
Write
- API Docs
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- authheaders
- Additional Request Headers
- Body
Action
Write
- Activity TypeRequired
- SEQN #
- IDRequired
- Transaction Date
Action
Write
- Clone from Event Code
- Event CodeRequired
- Event NameRequired
- Event Description
- Event Start Date/TimeRequired
- Event End Date/TimeRequired
- Time ZoneRequired
- Capacity
- Registration Code
- Registration Name
- Registration Description
- Registration Start Date/Time
- Registration End Date/Time
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Table NameRequired
- CodeRequired
- DescriptionRequired
- Expansion
Action
Write
- Group NameRequired
- PartyID
Action
Write
- UsernameRequired
- Old PasswordRequired
- New PasswordRequired
Action
Write
- Search by EmailRequired
Action
Search
- Search by Company WebsiteRequired
- Add or UpdateRequired
- Work Phone
- Country Code
- Email
- Website
Action
Search or write

About iMIS (iAppConnector)

iMIS is a leading Engagement Management System for associations and non-profits

Related categories

Databases

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more

iMIS (iAppConnector) + Square

Add new Square orders as activities in iMIS

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Iqa

Updated Contact Record

Gift Entry

Add Product

Add Security Role

Add/Update Panel Source

Update Communication Preferences

Add/Update Company

Add/Update Subscription Records

iMIS to Zap File Conversion

Update Event

Find Company

Search IQA Results

Find or Create Contact Record

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

New Contact Record Added

Add Event Registrant

Add/Update Contact

Add/Remove Relationship

Add/Update Addresses

API Request (Beta)

Create Activity

Create Event

Update GenTable

Update Dynamic Group

Update Password

Search/Add Contact Record

Find or Create Company Record

About iMIS (iAppConnector)

Related categories

About Square

Related categories

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