ampEducator - Square Payments API Integration

1. Login to https://developer.squareup.com/console/en/apps using the credentials you normally use for Square.

Note: If this is your first time, you may need to agree to terms and conditions as well as confirm / verify your user.

2. Under Applications, Click the + sign to add a new Application.

3. Name your Application 'ampEducator' and Click Next.

4. Under the Question "What will you build first?" Check "Accept Payments" then Click Next:

5. Under the Question "Find your audience" Check "A company" and then Click Complete:

6. Enter Credentials into ampEducator.

Copy the "Application ID" and click "Show" to Copy the "Access Token" Credentials (alpha-numeric codes) from the Sandbox and the Production environment:

7. Click on the Locations menu and Copy your Sandbox and Production Location ID:

8. Login to your ampEducator Account and navigate to Username (top right) / Institution Config / Accounts / Payments / Under Merchants, Click "New Merchant".

9. A modal window will appear with fields to configure and copy the credentials stored above into:

a. Merchant Name: Square

b. Description: This is internal to your staff as a reference to the merchant we recommend "Online Payment" or similar.

c. Locations: Check the Locations that this Square Account will be available to be used for processing payment.

Note: You can only have 1 Merchant Account per Location, but you can have multiple Locations use the same Merchant Account.

d. Merchant: Select - Square

e. Application ID: Copy your Production Application ID here.

f. Application Token: Copy your Production Token here.

g. App Location ID: Copy your Production Location ID here.

h. Sandbox Application ID: Copy your Sandbox Application ID here.

i. Sandbox Application Token: Copy your Sandbox Token here.

j. Sandbox App Location ID: Copy your Sandbox Location ID here.

k. Sandbox / Testing: Check this if you are Testing otherwise do not check this box.

l. Payment Account: Select "Online Payment" or similar Account. 

Note: If you do not have an "Online Payment" Account you can create one under Institution Config / Accounts / Accounts / Payment Accounts / Click New Payment Account and add "Online Payment". This is recommended as the Merchant Transaction will track whether it was Visa, Mastercard etc. specifically.

m. Description: This is the Description that the Prospect or Student will see so it is important to label this accordingly. We recommend using "Online Payment" or similar.

n. Apply Surcharge: If set a percentage of the total payment will also be charged.

Note: For more information on Surcharges, please refer to the Payments Guide:

https://ampeducator.freshdesk.com/support/solutions/articles/11000127551-ampeducator-payment-processing-late-fees-interest-charges-guide#4.-Add-Merchant-Gateway-&-Surcharges

10. Click "Add" to complete the configuration.

For more information please refer to the Payments Guide:

https://ampeducator.freshdesk.com/support/solutions/articles/11000127551-ampeducator-payment-processing-late-fees-interest-charges-guide