Copper and Square
Square integrates with Copper, so you can manage functions like sales conversations, business development, customer interactions and account management. Copper allows you to focus on people relationships, instead of manually entering data or keeping track of contracts. You can also add leads, update deals, look up past interactions, create Google Calendar events and follow up on tasks – all from your Gmail inbox.
Integrate with Copper
To integrate Copper with your Square account, follow these steps:
Visit the Apps section of your online Square Dashboard > click Visit App Marketplace.
Search for Copper in the search bar > click Search.
Under Copper, click Get Started.
Allow permissions to access your Square account information.
If you run into any issues at all, take a look at the Copper Support Website for help getting started.
Square’s fee for payments processed through Copper will vary depending on the types of payments processed (e.g. in-person, online, etc.). To learn more about Copper pricing, visit their Copper Support Website.
Payments and Reporting
You’ll receive transfers for your Copper transactions just like your Square Point of Sale payments – following your transfer schedule.