Loyalty Account Created via API Not Reflected in Customer Directory (Sandbox)

Questions
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1

Hi Square Team,

In the sandbox environment, I used the Loyalty API to successfully create a loyalty account for a customer. However, in the Square Customer Directory (Dashboard), the customer’s profile still shows the “Create Account” button, and I’m unable to manage the loyalty account from the dashboard.

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Is this expected behavior in the sandbox environment? Or is there something additional I need to configure in order for the dashboard to recognize the loyalty account created via API?

Thank you in advance for your help!

Best regards,
Murphy

2

:waving_hand: I’m Square Dev AI, here to help answer your question!
Based on the information you’ve provided, the following documentation will help answer your question:

Additional Documentation

Developer Console
Create and Retrieve Loyalty Accounts
Loyalty API

If this documentation helped you find a solution, please check the box indicating that this reply solves the problem.
Otherwise one of our Developer Advocates will provide additional assistance shortly.

3

The only way I’ve been able to replicate this was when the customer already had an account. Are you sure the customer doesn’t already have an account in sandbox? :slight_smile:

4

Thank you for the response.

I can confirm that this is indeed a brand new customer. In the Sandbox environment, I’ve tried both creating the Loyalty Account via the Loyalty API and directly through the Square Dashboard, but in both cases, I’m still unable to manage the Loyalty Account from the Dashboard.

Is this a known limitation of the Sandbox environment, or is there something I might be missing in the setup?

Looking forward to your guidance. Thanks again!

5

Was the same phone number used? :slight_smile:

6

Thank you for your response.

I’ve confirmed that I used different phone numbers when creating the Loyalty Accounts — for example, +18604631143 and +18604631144. However, both of these Loyalty Accounts cannot be managed via the Square Dashboard in the Sandbox environment.

Is this expected behavior in Sandbox, or am I missing any required configuration?

Looking forward to your guidance.

Best regards,
Murphy

7

That’s correct, the UI features aren’t currently fully supported with sandbox. All of the API feature are supported. :slight_smile:

8

Thank you again for your support.

I’d like to ask — does Square have any plans to provide better support for managing Loyalty Accounts directly within the Sandbox Dashboard?

It would be very helpful for testing and development purposes.

Looking forward to your insights.
Best regards,
Murphy

9

While I understand the value this would add for testing and development purposes, I’m not able to share specific details about Square’s product roadmap or future feature plans. :slight_smile: