- The process begins when you receive your activation email.
- You will want to click the link that will send you to your Bankful Dashboard.
- This link will take us to the Bankful Dashboard
- We will then want to enter the login credentials that we received in the activation email found here.
- From here we will want to click “Connect Square App”
- At this point, Bankful will ask for Authorization to connect to your Square account. You will want to click “Authorize This Application”.
- Here, you will see the exact permissions Square and Bankful will need to use to work together. Please click the blue “Allow” button.
- You will now see a confirmation page showing that the authorization was successful. Click the green continue button to finish the process.
- You will now be taken to the Square connect page.
- From here, you will want to choose a location from the drop down menu. If you have more than one store, please choose the one you will want to connect to Bankful.
- You will then want to click the blue “Save” button.
- You will then be taken to the Bankful Dashboard.
- Congratulations! You have now successfully connected Bankful and Square!