Sync your Square customer database — new customers are added automatically when they book or transact through Square.

Steps

  1. Go to Integrations from the main navigation
  2. Find Square under Available integrations
  3. Click Activate on the Square card
  4. You will be redirected to Square to authorize the connection
  5. Grant LeadBounty permission to access your customer data
  6. Wait for the initial sync to complete
  7. Your Square customers will appear in the Customers section
  8. Optionally, send batch welcome emails to onboard them into your referral program

Outcome

Your Square customer database is synced into LeadBounty — ready to be activated as referrers with one click.

Tips

  • After connecting, send batch welcome emails to convert imported customers into active referrers
  • Square data stays in sync — new Square customers are automatically imported
  • Once connected, Square moves to Active integrations, where you can Configure or disconnect it