Bubble.io and Square integration: Step-by-Step Guide 2024

Integrating Bubble.io with Square involves several key steps that comprise setting up a Square account, configuring your Bubble application, and establishing the API connection between the two platforms.

Step 1: Create a Square Account

The first requirement is having an active account with Square. If you don't have an account, go to the Square signup page and follow the prompts to create one. After successful account creation, log in.

Step 2: Get a Square App ID and Secret

API integration requires an app ID and an app secret, unique identifiers issued by Square to authenticate your requests.

• Once logged into Square, navigate to the "Applications" dashboard.
• Click on the "New Application" button.
• Provide a name for your application and click on "Create Application".
• You'll be redirected to a page with details about your new application.
• Make a note of the "Application ID" and "Application Secret".

Step 3: Set Up Your Bubble Application

Before proceeding further, ensure you have an up and running application in Bubble.

• Log into your Bubble account.
• Select the application you want to integrate with Square.
• Go to the "Plugins" tab in the left-hand panel.
• Click on "Add Plugins".
• Search for "Square" and install the plugin.

Step 4: Configure the Square Plugin

The Square plugin in Bubble requires the app id and secret you created in Square.

• After installing the Square plugin, click on it to open the "Settings" tab.
• In the Application ID field, enter the Application ID you noted from Square.
• In the Application Secret field, enter the Application Secret you noted from Square.
• Click "Save".

Step 5: Set Up Square Payment Gateway in Bubble

In your Bubble application, there must be a way to process payments via Square. Square Payment Element plugin in Bubble can be used for this purpose.

• Navigate to the "Design" tab in Bubble.
• Add a new page or use an existing page where the payment element will be displayed.
• Click on the "+" icon to add elements.
• Look for "Square Payment Element" and drag it to your page.
• Resize and position the payment element as you desire.

Step 6: Configure the Actions Linked to the Square Payment Gateway

After setting up the visual aspect of Square Payment Element, you need to configure what actions should occur upon making a payment.

• Select the Square Payment Element on your page.
• Go to the "Property Editor" and click on the "Start/Edit Workflow" button next to "When a Square Payment Form Payment is Successful".
• This will launch the Workflow Editor where you can determine what happens after a successful payment (e.g., creating an invoice).
• Repeat the above steps for "When a Square Payment Form Payment is Failed", setting relevant actions for unsuccessful transactions.

Step 7: Test Your Integration

The final step in the process is to begin testing your setup.

• Make sure you're in test mode on both your Square and Bubble applications.
• In Bubble, go to the "Preview" mode of your application,
• Try making a payment using the Square Payment Element.
• If everything is set up correctly, the actions defined in the workflow will execute post-payment.

Follow these steps precisely, and you can successfully integrate Bubble.io with your Square account. After testing is successful, ensure to switch both apps from testing to live modes before launching your application to users.