Linking Square as a source

The Square connector syncs payments, refunds, customers, locations, and catalog data from your Square account into PostHog.

Adding a data source

1. Go to the sources tab of the data pipeline section in PostHog.

2. Click + New source and then click Link next to Square.

3. You need a Personal Access Token from Square. In the Square Developer Dashboard, open your application (or create one) and navigate to Credentials. Copy your Personal Access Token.

   Grant the following read permissions for the data you want to sync:

   • PAYMENTS_READ – payments and refunds
   • CUSTOMERS_READ – customers
   • MERCHANT_PROFILE_READ – locations
   • ITEMS_READ – catalog

4. Back in PostHog, paste the access token into the Access token field and select your Environment:

   • Production – for live Square data (connect.squareup.com)
   • Sandbox – for test data (connect.squareupsandbox.com)

5. Click Next. Select the tables you want to sync and configure the sync method and frequency. Click Import.

Once the syncs are complete, you can start using Square data in PostHog.

Configuration

Sync methods

The payments and refunds tables support incremental syncing using created_at as the replication key. This means only new records are fetched on each sync.

The customers, locations, and catalog tables sync via full table refresh only. Square's API doesn't expose a server-side time filter for these resources on their GET endpoints.

Note: The catalog table includes items, categories, taxes, and other catalog objects from your Square account.