Learn how to create a Square for Dynamics Business Central integration using Square Bridge.
Square Integrations: Business Central

Install the Square Bridge Extension Beta release
This is pre-release documentation for an API in public beta and is subject to change.

This guide shows you how to install the Square Bridge extension in Dynamics 365 Business Central before you configure Square Bridge to access your Business Central account.

Important

You need to have D365 EXTENSION MGT permission in your Dynamics 365 Business Central production and sandbox environments to upload and deploy this extension.

  1. Open the Dynamics 365 Business Central dashboard.

  2. On the main search bar, enter Extensions Marketplace.

  3. In the Extensions Marketplace, navigate to Square Point-of-Sale (POS) - Data Synchronization, and then choose Free Trial to install it.

A graphic showing the Square Point-of-Sale extension in the Business Central Extensions Marketplace

  1. Wait for the installation to complete. To check the status of the installation, go to the Extension Management page, choose Manage, and then choose Deployment Status.

Business Central. A graphic showing the deployment status page for the Square Point-of-Sale Extension

The Deployment Status page shows all versions of the Square Bridge extension that you've uploaded along with the final status of the deployment. If you have multiple versions, select the version whose status is InProgress.

After the extension deployment Status is Completed, you can open any Customer Card to see the new fields Square Reference Id, Square Note, Sqare Given Name, and Sqare Family Name. These fields are given values by the integration when a customer is synced to Dynamics 365 Business Central.

Business Central. A screenshot of a customer card featuring a Square Customer ID

You can also open any of the General Journal batch entries to see the custom fields added by the Square Bridge extension.

Business Central. A general journal entry with Square bridge fields