Letterbook Docs
Connect Square
Prepare Square payment and order context for support.
Last updated June 17, 2026
What this guide covers
Connect Square when payment, order, or refund context should be available inside support conversations.
Setup steps
- Authorize Square
- Choose locations or accounts
- Match customers to conversations
- Review orders, payments, and refunds
- Test a support scenario
Configuration details
- Required Square permissions
- Multiple-location behavior
- Supported order and payment fields
- Refund approval rules