How it works

Follow these 2 simple steps to start automatically creating Shopify orders from your Square sales

Square logo icon

Order Created
App connector: Square • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Square account for new orders and kicks off the entire workflow whenever a customer completes a purchase.

The trigger connects to your Square account and checks for new orders every hour using Square's API. Once connected, it automatically captures order details including line items, pricing, discounts, and customer information without any manual input required. When a new order is detected, it passes all the order data to the next step to begin the Shopify order creation process. This runs continuously in the background once activated.

Shopify logo icon

Create Order
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step takes the Square order data and creates a corresponding order in your Shopify admin, maintaining consistent records across both platforms.

The action maps Square order information to Shopify's order format, automatically setting the fulfillment status to "fulfilled" since the sale already happened in Square. It transfers product names, quantities, and pricing from each Square line item into Shopify line items, while also copying any discount amounts applied. The order appears in your Shopify admin with "Square" as the source name, making it easy to identify cross-platform orders. All field mappings are pre-configured to match the data structure between both systems.

Make it your own

Customize this workflow even further:

Set order tags for better organization
Add tags to identify Square orders by location, payment method, or product category for easier filtering and reporting in Shopify.
Connect inventory management
Extend the workflow to update Shopify inventory levels when Square sales occur, keeping stock counts synchronized across platforms.
Store order data for analytics
Save order details to a Google Sheets database to track cross-platform performance, calculate total revenue, and identify top-selling products.
Add customer notifications
Chain email or SMS steps to automatically notify customers about their order status or send receipt confirmations through your preferred communication platform.

Frequently asked questions

Will orders created from Square affect my Shopify inventory?
No, the workflow is configured with "inventory_behaviour: bypass" which means Shopify won't deduct inventory when these orders are created. Since the sale already happened in Square, this prevents double-counting inventory deductions.
Can I customize which Square order details get transferred to Shopify?
Yes, you can modify the field mappings to include additional Square data like customer information, order notes, or custom attributes. The current setup focuses on core order details but can be expanded based on your needs.
What happens if the same Square order gets processed multiple times?
The workflow will create duplicate Shopify orders since there's no built-in deduplication. Consider adding a condition step to check for existing Shopify orders with the same Square order ID before creating new ones.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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