ERP Next + Square Integration

Integrate ERP Next to Square in one click, or tell Integrately AI how you want each customer handled. Sync customer records, track payments, update your CRM, and keep your accounting accurate automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready WorkflowsReady Workflows   for ERP Next + Square Integration

Sync customers, record successful payments, update customer details, and log transactions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ERP Next + Square flow

Sync customer records to marketing tools, log transactions in accounting software, and notify your support team instantly. Pick a combination and activate it in one click.

ERP Next
Square
+
ShopifyShopify (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZendeskZendesk (3)
S
E
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Create a customer in ERP Next when a Shopify order is created, and create a customer in Square
New Shopify orders instantly add customer profiles to ERP Next and Square, eliminating manual data entry across platforms.
S
E
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When a customer is created in Square, add them to ERP Next and create a matching customer in Shopify
Square customer creations automatically update ERP Next and Shopify so your storefront and ERP share identical records.
E
S
S
When a document is submitted in ERP Next, update the customer in Square and update the customer in Shopify
Approved ERP Next documents trigger immediate profile updates across Square and Shopify to keep customer data consistent.
S
E
S
Use ChatGPT to review Shopify order details before creating a customer in ERP Next and updating Square
ChatGPT analyzes incoming Shopify orders to format customer data before sending it to ERP Next and Square.

Supported triggers and actions for ERP Next and Square

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
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What can you automate with ERP Next + Square?

Streamline your customer synchronization, payment logging, and operational workflows between Square and ERP Next.

What you can automate?
🔄
Sync customer records instantly between Square and ERP Next
Automatically create a customer in ERP Next whenever a new customer is registered in Square. Eliminate double-entry and keep both platforms perfectly aligned.
📋
Capture every submitted field from ERP documents
Map all available fields from submitted ERP Next documents into Square customer profiles instead of basic contact info. Ensure complete data accuracy.
🔔
Alert your team the moment a payment succeeds
Send instant channel notifications in Slack or email alerts whenever a payment is successful in Square, keeping revenue teams informed.
🔀
Route workflows based on submitted payment details
Trigger different actions depending on whether a Square payment is successful or failed. Handle successful orders and failed transactions through dedicated paths.
📝
Keep customer profiles updated across both platforms
Automatically update customer details in Square whenever a document is updated or submitted in ERP Next. Maintain consistent information everywhere.
🔍
Search and update existing records to prevent duplicates
Search for existing leads or customers before creating new entries in ERP Next or Square. Keep your database clean and free of duplicate records.
⚠️
Handle payment failures and status changes automatically
Create support tickets or update CRM records immediately when a Square payment fails. Address billing exceptions without manual delays.
🚀
Extend your workflow to Slack or Google Sheets
Connect your core ERP Next and Square data flow to Slack or Google Sheets for team notifications and spreadsheet logging in one click.
And much more...

Who is ERP Next + Square integration for?

Operations managers, finance teams, and business owners streamline customer synchronization and payment reconciliation without manual data entry.

Finance managers
Finance managers
Support leads
Support leads
Account managers
Account managers
Store operators
Store operators
Sales representatives
Sales representatives
Operations coordinators
Operations coordinators
📈
Finance managers
You're reviewing point-of-sale revenue reports in ERP Next but your payment records only update when someone manually exports Square transactions, so the totals you're reconciling against are always a few hours behind — with this integration, every successful payment updates your records instantly and your financial data stays current.
Support leads
You manage customer inquiries in Zendesk but payment failures in Square require manual cross-referencing in your ERP, so customers wait too long for billing help — connecting these apps means every failed transaction creates a support ticket automatically and your team can resolve issues immediately.
🤝
Account managers
You answer to clients who expect their account profiles and order history to sync across sales channels, but manual updates lead to missing details — automating both apps means every customer creation or order update flows instantly between Square and ERP Next without manual oversight.
🏪
Store operators
You handle high volumes of daily point-of-sale transactions that overwhelm staff trying to re-type customer orders into ERP Next by hand, leading to frequent data entry errors — this integration means every new customer and order is recorded instantly across your systems without manual strain.
💼
Sales representatives
You own the customer follow-up process and depend on upstream order approvals to reach out, but manual handoffs leave leads sitting unassigned — connecting these apps means every submitted ERP document instantly updates your customer records so you can engage buyers right away.
📋
Operations coordinators
You need a reliable history of customer interactions across sales and accounting, but disconnected platforms leave constant gaps in your database — automating both apps means every profile update and payment event is logged cleanly in ERP Next and Square.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ERP Next + Square

Build and manage your ERP Next + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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😍
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in $19.99

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Frequently Asked Questions

How do I connect ERP Next to Square?
Frequently Asked Questions
You can connect ERP Next to Square in 1 click using ready workflows on Integrately, or use Integrately AI to build your exact integration. It also connects seamlessly with tools like Shopify, Mailchimp, Slack, and Google Sheets.
Can I automatically sync customer records between Square and ERP Next?
Frequently Asked Questions
Can I connect ERP Next, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Square?
Frequently Asked Questions
How does ERP Next handle customer records in this integration?
Frequently Asked Questions
Can Square trigger actions in ERP Next when payments succeed?
Frequently Asked Questions
Do I need coding skills to connect ERP Next and Square?
Frequently Asked Questions
Is the ERP Next and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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