Nextiva NEXT - Square Setup Guide

Overview

Use this guide to install and connect the Square integration from the NEXT Marketplace.

The Square integration connects Xbert AI directly to your Square booking and customer data. During installation, you will configure a connection using your preferred authentication method to authorize NEXT to interact with your Square account.

Note: A Square account is required to use this integration. The Square integration is compatible with Xbert AI only.

Before You Begin

Ensure the following:

• You have an active Square account.

• You know the authentication method your Square setup requires (Basic, Header auth, Query params, or None).

• You have permission to install apps in the NEXT Marketplace.

Install Square in NEXT

Step 1: Open the App in Marketplace

1. Select App marketplace in the left navigation.

2. Select Square.

3. Select Install.

 

You will see a confirmation screen titled:

You are about to add Square for NEXT

1. Select the checkbox to accept the Terms and Privacy Policy.

2. Select Next.

 

Step 2: Connect

On the Connect screen, complete the following fields:

 

Connection type

Defaults to Cloud. Leave this as Cloud unless your organization uses an on-premises group.

Authentication type

Select Header auth.

Header authorization

Once you select Header auth, a Header authorization section appears. Enter the following:

To find your Square Access Token, log in to your Square Developer account and retrieve the access token for your application.

Endpoint has case-sensitive headers?

Leave as No.

Base URL

Enter: https://connect.squareupsandbox.com/v2/

Note: This is the sandbox endpoint. For production use, replace this with your Square production API base URL.

Use custom TLS/SSL certificate settings

Leave as No.

After completing all fields, select Connect, then select Next.Installation Complete

If the connection is successful, you will see the Review screen confirming the installation is complete.

Select:

• Done to exit, or

• Manage apps to review the integration.

Verify the Connection

After installation:

1. Select App marketplace in the left navigation, then select Manage apps.

2. Select Square.

3. Confirm the status shows Active.

4. Initiate a test interaction in NEXT that involves a Square booking or customer lookup.

5. Confirm the data appears correctly in Square.

Troubleshooting

Connection fails at the Connect step

• Verify the Authentication type matches your Square account's requirements.

• If using Basic auth, confirm the username and password are correct.

• If using Header auth or Query params, verify the credential values are accurate and have no extra spaces.

Integration status not showing Active

• Return to App marketplace → Manage apps and check if the connection shows an error state.

• Select Square and re-enter the connection details.

• Reconnect the integration.

Data not syncing between NEXT and Square

• Confirm the Base URL points to the correct Square API endpoint.

• Verify the authenticated user has access to the relevant Square locations, bookings, or customer records.

• Check if TLS/SSL certificate settings are required and configured correctly.