Migrate from the Transactions API

Learn how to migrate from the Transactions API to the Payments API.

The Transactions API previously allowed you to create online payments. The API had limitations that prevented Square from adding features and flexibility that customers requested. As a result, Square split the API into the new Payments API and a more robust Orders API. Square continues to enhance these APIs, offering you the flexibility to use the two APIs together or separately.

The Transactions API is deprecated. Square does not plan to add any new features. Square continues to support the Transactions API until a date yet to be determined. The new Payments API is released alongside the Transactions API instead of replacing it. This gives you time to develop and test in parallel and migrate when you are ready. If you are using Square SDKs, you need to update the SDK to version 2.20190814.0 or later (or 2.22.0 or later if you are using the .NET SDK) to use the Payments API and Refunds API. For more information, see Square SDKs changelog.

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Migration benefits

The Payments API and Refunds API provide these benefits:

• Support for refunds up to 1 year after the payment is taken.

• Support for paying with Square Gift Cards and other payment methods.

• Support for collecting tips at the time of payment.

• Additional information about CVV and AVS statuses, and improved card decline reasons.

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General guidance

The following payment processing general guidelines apply:

• Use the Square Payments API and Refunds API to process payment when developing new applications.

• You can continue to use payment tokens with the Payments API. There is no change to how you use the Square payments form or In-App Payments SDK to generate a payment token.

• Refunds of cash and external type payments taken before 2021 are available in the Square Orders API. These are not available using the Payments API (GetPaymentRefund or ListPaymentRefunds). For more information, see Access old transactions using the Payments API and Refunds APIs.

You can provide feedback by contacting Developer Support or joining our Slack channel.

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Code migration to use the Payments API and Refunds API

This section provides examples of how to move common payment processing tasks from the Transactions API to the Payments API.

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Example 1: Payment using a secure token

The following Transactions API Charge request charges $1 USD to the payment source identified by a payment token. In the request:

• The endpoint URL includes the seller location.

• The Authorization header provides the seller access token.

• card_nonce in the body identifies the payment source.

• delay_capture in the body is set to false to request immediate payment completion.

curl https://connect.squareup.com/v2/locations/{LOCATION_ID}/transactions \
  -X POST \
  -H 'Square-Version: 2021-06-16' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "card_nonce": "cnon:CBASEIFNPdBL1ZkxDB36example",
    "note": "this is a test",
    "delay_capture": false
  }'

After receiving the request, Square charges the payment source and deposits the funds in the Square account of the seller. The response shows the tender status as CAPTURED, indicating the payment source was successfully charged.

To migrate the preceding example to use the Payments API (CreatePayment endpoint), note the following differences between the Transactions API and the Payments API:

The following is a Payments API example using the CreatePayment endpoint to charge $1 USD:

curl https://connect.squareupsandbox.com/v2/payments \
  -X POST \
  -H 'Square-Version: 2023-01-19' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "autocomplete": true,
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "source_id": "cnon:CBASEGMfgZGSjE0_WUiNexample"
  }'

For information about the payment object in the response, see Payment.

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Example 2: Payment using a card on file

The Payments API CreatePayment endpoint supports the source_id field to set a payment source, which can be a card on file ID or a payment token.

The following Transactions API charge request charges $1 USD to the payment source identified by a card on file. In the request:

• customer_card_id identifies payment source, which is the ID of a card on file.

• customer_id identifies the customer to whom the card on file is attached.

curl https://connect.squareup.com/v2/locations/{LOCATION_ID}/transactions \
  -X POST \
  -H 'Square-Version: 2021-06-16' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "customer_card_id": "ccof:65aSD6rnUryWexample",
    "customer_id":"SV2K57WMQCS7QAMKKZQexample",
    "note": "this is a test",
    "delay_capture": false
  }'

The following is an equivalent example that uses the Payments API CreatePayment endpoint to charge $1 USD:

curl https://connect.squareupsandbox.com/v2/payments \
  -X POST \
  -H 'Square-Version: 2023-01-19' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "autocomplete": true,
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "source_id": "ccof:65aSD6rnUryWexample",
    "customer_id": "SV2K57WMQCS7QAMKKZQexample"
  }'

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Example 3: Refund a payment

The following Transactions API CreateRefund request refunds $1 USD. In the request:

• The endpoint URL provides both the transaction ID and seller location.

• The Authorization header provides the access token of the seller. Square takes funds out of the Square balance of the seller to refund the customer.

• tender_id in the body provides the payment ID being refunded.

curl https://connect.squareup.com/v2/locations/{LOCATION_ID}/transactions/{TRANSACTION_ID}/refund \
  -X POST \
  -H 'Square-Version: 2021-06-16' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "tender_id": "EKR9mDvBetVQVMKNeexample",
    "reason": "testing create refund",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    }
  }'

To migrate the preceding example to use the Refunds API RefundPayment endpoint, note the following differences between the Transactions API and the Refunds API:

The following is an equivalent example that uses the Refunds API (RefundPayment endpoint) to refund $1 USD:

curl https://connect.squareupsandbox.com/v2/refunds \
  -X POST \
  -H 'Square-Version: 2023-01-19' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "payment_id": "EKR9mDvBetVQVMKNeexample",
    "reason": "testing create refund",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    }
  }'

For more information about the Refund object in the response, see PaymentRefund.

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Example 4: Payments with delay capture

The following Transactions API Charge endpoint request charges $1 USD to a card on file. The request specifies delay_capture=true in the body to obtain an authorization to charge the card.

curl https://connect.squareup.com/v2/locations/{LOCATION_ID}/transactions/{TRANSACTION_ID}/refund \
  -X POST \
  -H 'Square-Version: 2021-06-16' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "customer_card_id" : "ccof:65aSD6rnUryWexample",
    "customer_id" : "SV2K57WMQCS7QAMKKZQexample",
    "reason": "a reason",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "delay_capture": true
  }'

To migrate the preceding example to use the Payments API (CreatePayment endpoint), note the following differences between the Transactions API and the Payments API:

The following is an equivalent example using the Payments API CreatePayment endpoint to charge $1 USD and requests delayed capture by setting the autocomplete parameter to false in the request body.

curl https://connect.squareup.com/v2/payments \
  -X POST \
  -H 'Square-Version: 2023-01-19' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "source_id": "ccof:65aSD6rnUryWexample",
    "customer_id": "SV2K57WMQCS7QAMKKZQexample",
    "autocomplete": false
  }'

For information about the Payment object in the response, see Payment.

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Example 5: Collect a developer application fee

This example assumes that the application developer collects a fee for each payment processed on behalf of the seller (known as an application fee). After processing the payment, Square splits the payment funds between the application developer account (who gets the application fee) and the seller (who gets the rest of the funds minus the Square payment processing charges).

In the example, the seller and developer have separate Square accounts.

The following Transactions API Charge endpoint request charges $1 USD and gives $0.20 USD to the developer. The seller gets the rest of the amount (minus the Square payment processing fee). In the request:

• The endpoint URL specifies the seller location.

• The additional_recipient field in the body specifies the application fee and location of the application developer.

• The Authorization header specifies the OAuth access token that identifies the seller and developer accounts. Square uses this information when splitting the payment.

curl https://connect.squareup.com/v2/locations/{LOCATION_ID}/transactions \
  -X POST \
  -H 'Square-Version: 2021-06-16' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "additional_recipients": [
      {
        "location_id": "P8DDS5P8JN70N",
        "description": "Application fees",
        "amount_money": {
          "amount": 20,
          "currency": "USD"
        }
      }
    ],
    "customer_card_id": "ccof:65aSD6rnUryWzHexample",
    "customer_id" : "SV2K57WMQCS7QAMKKZQA4example"
  }'

To migrate the preceding example to use the Payments API (CreatePayment endpoint), note the following differences between the Transactions API and the Payments API:

The following example uses the Payments API CreatePayment endpoint to charge $1 USD and gives $0.20 USD to the developer:

curl https://connect.squareupsandbox.com/v2/payments \
  -X POST \
  -H 'Square-Version: 2023-01-19' \
  -H 'Authorization: Bearer {ACCESS_TOKEN}' \
  -H 'Content-Type: application/json' \
  -d '{
    "idempotency_key": "{UNIQUE_KEY}",
    "amount_money": {
      "amount": 100,
      "currency": "USD"
    },
    "source_id": "ccof:CLr9K6X7rbjJw9example",
    "customer_id": "SV2K57WMQCS7QAMKKZQA4example",
    "app_fee_money": {
      "amount": 20,
      "currency": "USD"
    }
  }'

For more information, see Take Payments and Collect Fees.

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Access old transactions using the Payments API and Refunds APIs

You might have old transactions created with the Transactions API. This section explains how you can get these transactions using the Payments API, Refunds API, or Orders API.

This is an example Transaction object created by the Transactions API Charge endpoint. The transaction has Tender and Refund objects.

{
  "transaction": {
    "id": "5apT3UsV4eJW2GpWyWkAtLmeV",
    "location_id": "X9XWRESTK1CZ1",
    "created_at": "2019-10-21T18:54:01Z",
    "tenders": [
      {
        "id": "sOt7GR6knQVf8tcZwQd3rsMF",
        "location_id": "X9XWRESTK1CZ1",
        "transaction_id": "5apT3UsV4eJW2GpWyWkAtLmeV",
        "created_at": "2019-10-21T18:54:00Z",
                ...
        }
      }
    ],
    "refunds": [
      {
        "id": "MnBifltgmC7XJAClam95S",
        "location_id": "X9XWRESTK1CZ1",
        "transaction_id": "5apT3UsV4eJW2GpWyWkAtLmeV",
        "tender_id": "sOt7GR6knQVf8tcZwQd3rsMF",
        "created_at": "2019-10-21T19:10:40Z",
                ...
      }
    ],
    ...
  }
}

The following guidelines describe how the Payments API and Refunds API get these old transactions.

• Transactions are now returned as orders. Use the Orders API to access the old transactions. The Transaction.id from the previous example maps to an Order.id. The following BatchRetrieveOrders can return old transactions as shown. The request specifies a list of order IDs, one of which is also the ID of an old transaction.

  Batch Retrieve Orders

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  curl https://connect.squareupsandbox.com/v2/orders/batch-retrieve \
    -X POST \
    -H 'Square-Version: 2023-01-19' \
    -H 'Authorization: Bearer {ACCESS_TOKEN}' \
    -H 'Content-Type: application/json' \
    -d '{
      "order_ids": [
        "old_transaction_id",
        "order_id_1",
        "order_id_2"
      ]
    }'

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  The response includes three Order objects, one of which represents the old transaction.

• Transaction tenders of all types (card, cash, or other) are now payments. Regardless of the Transaction.Tender.type (Tender) type (card, cash, or other types), each tender is available as a Payment object. The Tender.id maps to Payment.id. The Payments API (GetPayment and ListPayments endpoints) returns these tenders as Payment objects. The following is an example ListPayments request:

  List Payments

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  curl https://connect.squareupsandbox.com/v2/payments \
    -H 'Square-Version: 2023-01-19' \
    -H 'Authorization: Bearer {ACCESS_TOKEN}' \
    -H 'Content-Type: application/json'

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  The response can include payments created with the Payments API CreatePayment endpoint and tenders created with the Transactions API charge.

• Refunds of transaction tenders of all types (card, cash, or other) can be accessed using the Refunds API. Regardless of the Transaction.Tender.type (Tender) type (card, cash, or other), you can access the tender refunds using the Refunds API. The refund ID is the concatenation of the tender ID and refund ID with an underline (for example, Tender.id_Refund.id).

  The following GetPaymentRefund request retrieves refund information about an old transaction. The request specifies the <Tender.id>_<Refund.id> as the refund ID in the endpoint URL.

  List Payment Refunds

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  curl https://connect.squareupsandbox.com/v2/refunds \
    -H 'Square-Version: 2023-01-19' \
    -H 'Authorization: Bearer {ACCESS_TOKEN}' \
    -H 'Content-Type: application/json'

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  Note

  Refunds of cash and external type payments taken before 2021 are available in the V2 Orders API. These are not available using the Payments API (GetPaymentRefund or ListPaymentRefunds). Using the Orders API, you first retrieve the old transaction by specifying the transaction ID as the order ID. You then search the Order object for refunds.