Square logo + Jobber logo

Automate Square & Jobber

Stop paying for mismatched spreadsheets. Sync data between Square and Jobber in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Square"]
        T1(["Completed Payment"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Jobber"] A1(["Add Note to Request"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Square and Jobber operate independently, payment confirmations from Square often fail to reflect in Jobber, leading to discrepancies in job status. For instance, when a customer pays via Square, the payment data, including transaction IDs and amounts, may not automatically update in Jobber. This results in field service teams manually checking payment statuses, wasting valuable time that could be spent on customer service or job execution. The accounting team is also burdened with reconciling payments against services rendered, leading to potential revenue loss.

Top Ways to Automate Square & Jobber

  • Automated Invoicing: Instantly generate and send invoices in Jobber based on completed sales in Square, ensuring timely billing and reducing manual entry errors.
  • Real-Time Payment Updates: Sync payment statuses between Square and Jobber, allowing field service teams to access up-to-date financial information and improve cash flow management.
  • Comprehensive Reporting: Consolidate sales and service data from both platforms into a single dashboard, providing actionable insights that drive strategic decision-making and enhance overall business performance.

How to Build the Square → Jobber Sync

  1. Set up a standard webhook in Square to listen for the 'payment.success' event. This webhook should be configured to send the payload containing 'transaction_id', 'amount', and 'customer_email' to your specified endpoint.
  2. On your server, create an endpoint (e.g., /api/square/payment) to receive the webhook POST request from Square. Extract the 'transaction_id', 'amount', and 'customer_email' from the incoming JSON payload.
  3. Utilize the Jobber REST API to insert the payment data. Make a POST request to the Jobber endpoint (e.g., /api/v1/payments) with the following JSON body: { 'transaction_id': '', 'amount': '', 'customer_email': '' }.
  4. Ensure that your server responds with a 200 OK status to acknowledge receipt of the webhook from Square, preventing it from retrying the delivery.

Developer Warnings & API Gotchas

  • Ensure that the 'transaction_id' from Square is unique and not reused across different payments, as Jobber may reject duplicate entries.
  • Be cautious with the data types; Square sends 'amount' as an integer (e.g., 1000 for $10.00), while Jobber may expect a float. Confirm the correct formatting before sending the data.
  • Check the Jobber API documentation for any required fields that may not be included in the Square webhook payload, such as 'payment_method' or 'service_id', to avoid failed inserts.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Square... Completed Payment
    Do this in Jobber Add Note to Request
  • When this happens in Square... Fetch Custom Actions
    Do this in Jobber Add Tags to Client
  • When this happens in Square... Item Variation
    Do this in Jobber Create Client
  • When this happens in Square... List Appointment Service
    Do this in Jobber Create Job
  • When this happens in Square... Locations
    Do this in Jobber Create Quote

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