/small-business/skills/content-strategy/reference/square-integration.md

Square integration (future enhancement)

Square is listed as an optional connector for content-strategy, but the full integration path is not yet implemented. This document outlines what's needed.

Current state

• Square is named in reference/connectors but not fully wired into the workflow
• QuickBooks and PayPal are the primary, tested paths

What needs to happen

1. Location ID discovery

Square organizations can have multiple locations. Before pulling orders, we need to:

1. Call make_api_request with service="locations" and method="list" to discover available locations
2. Ask user: "Which location(s) should I analyze?" (or default to primary)
3. Fetch location ID(s) for subsequent calls

2. Order fetching

For each location ID:

Call list_orders with:
- location_id: <from step 1>
- begin_time: <90 days ago, ISO 8601>
- end_time: <now, ISO 8601>
- sort_order: "DESC"

Extract:

• Order date
• Line items (product name, quantity, price)
• Total revenue per order

3. Categorization

Square orders may not have explicit "product" or "service" taxonomy — items live in catalog. Correlate line items to catalog entries to extract product names and categories.

Why it's stubbed

1. No test account — would need a Square merchant account to validate end-to-end
2. Catalog complexity — Square's catalog model is more flexible than QuickBooks and adds surface area for errors
3. Location multiplicity — QuickBooks and PayPal have simpler single-account models; Square requires user to pick a location

How to implement

1. Obtain a Square sandbox/test account
2. Write scenarios for single-location and multi-location merchants
3. Add reference/square-orders-example.md with worked example
4. Update SKILL.md workflow to include Square as co-equal path (not just "also supported")
5. Run through scenarios with a Square user before shipping

Time estimate

~4 hours for discovery + implementation + testing, assuming a test account is available.