How to connect Square to the Welcome by SalesVu app

How to connect Square with WELCOME by SalesVu

1. Open the WELCOME by SalesVu app
2. Touch on the ‘Gear’ icon (settings)
3. Touch on ‘Connect with Square’
4. Touch on ‘Click Here’ (safari browser will appear)
5. Login with your Square Credetials (allow permissions and select location if more than one)
6. Go back to the WELCOME by SalesVu app
7. Touch on ‘Connect a Reader’ (applies to Square EMV contactless reader)
8. Press and hold on the button until a flashing orange light appears
9. Wait for the status to display ‘Ready’
10. The card reader is now successfully connected to the WELCOME by SalesVu app

Note: Connecting your Square account can be completed directly from the SalesVu Management portal. 

1. Sign into SalesVu.com
2. Click on ‘Settings’
3. Click on the drop down (3 dots)
4. Click on ‘Square Integration’
5. Click on ‘Connect’ and login with your square credentials
6. Allow all permissions and select your Square location if there are multiple
7. The Square account is now successfully connected