Let's get started by setting you up with the proper Square notifications, and then we'll walk you through how to set up email forwarding to your Ship.com orders dashboards for your Square orders. Once complete, all *new* Square invoices will automatically show up in your orders dashboard.
First, you will need to make sure you have turned on Square email notifications for invoices. You can do this by logging into Square, going to Invoices and then Notifications under Settings on the left. Please verify the following three boxes are checked:
NOTE: Using your email address as the customer's email address or copying/CCing yourself on invoices will not allow Ship.com to automatically import your orders. To proceed, you will need to retrieve your forwarding address for your Ship.com account if you don't have it readily available.
You will need to get your forwarding address from your Ship.com account to complete the setup.
Open your Outlook Desktop.
Find the drop-down arrow to the far right, then click
Then click 'Classic Ribbon' from the dropdown
Then click 'Rules' and then 'Create Rule...'
Click the "+ Add new rule" link.
Give your rule a name (Ex: "Ship.com Square Invoice Forwarding").
Under "Add a condition", click the dropdown and choose From.
Enter "invoicing@messaging.squareup.com" in the text box to the right of "From", and press ENTER.
Under "Add an action", click the dropdown and choose "Forward to".
Get ready to paste your unique Ship.com Forward Address into the designated text box on the right side of the screen, labeled "Forward to." Before you embark on this task, remember this vital piece of information: Your Ship.com Forwarding Address is special and unique to your account. So, don't be fooled by the screenshot shown below—it won't be the same as yours.
Click "Save" at the top of the screen.
Congratulations! You've completed a crucial step and your orders will now appear in the Ship.com orders dashboard. However, there's a small note to keep in mind for those with multiple Square accounts. If you decide to forward emails from Square using different accounts (perhaps you have two separate businesses with their own Square accounts), make sure your invoice numbers are unique across all your accounts.