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Customer Information Not Being Passed to Square

Posted: January 14, 2023 at 11:19 am


mkreik

January 14, 2023 at 11:19 am

We set up the Event Espresso Square Gateway, and while the transactions are making it into Square the customer information (name, email, address) is not. So our customers are not getting confirmations from Square. All Event Espresso transactions in Square show unknown customer which will make refunding transactions difficult. I have looked through the settings and cannot see where I can make sure customer information gets passed to Square. Could you let me know?


mkreik

January 16, 2023 at 4:40 pm

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Tony

  • Support Staff

January 17, 2023 at 7:26 am

Hi there,

We’ve been checking into this and it looks like there has been a permissions change, I’ve just pushed an update out for the Square payment method which should fix this but after updating to the latest version you will need to disconnect and reconnect the Square payment method for it to work (to update permissions).

If you don’t see the update available on your site just yet, go to Event Espresso -> General Settings.

Make no changes and just hit save to force an update check.

The update for the square payment method should then show in Dahsboard -> Plugins.


mkreik

January 17, 2023 at 12:58 pm

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mkreik

January 18, 2023 at 9:13 am

As you recommended last night I updated the Event Espresso plugin and the Event Espresso Square plugin and then disconnected the Square payment method and reconnected it. This morning a transaction came in with the paid by field in the transaction as unknown name. I also exported the transaction into a CSV to see if the customer name is anywhere else in Square, and it isn’t.


mkreik

January 18, 2023 at 9:13 am

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Tony

  • Support Staff

January 18, 2023 at 2:00 pm

Hmmm, I’m guessing you don’t know if the user clicked the checkbox to allow the details to be stored by Square?

Can you link me to an event I can run a couple of test registrations on so I can take a look over the forms on your site?


mkreik

January 18, 2023 at 2:07 pm

I doubt that they’re checking that box. I didn’t even notice it. I’m assuming that box cannot be checked by default since it’s the customer’s choice, not ours, correct?


Tony

  • Support Staff

January 18, 2023 at 2:17 pm

I’m actually double-checking on that currently.

If I recall correctly we added it for the very reason you’ve mentioned, however, because this is a transaction and the details saved are related specifically to the payment for that transaction I don’tthink explicit consent is required.

That would be a whole different answer if we took those details and signed someone up to say a newsletter with it, but storing payment related data with a payment without explicit consent is an acceptable use case iirc.

Disclaimer – the above is my own view and should not be taken as any kind of advice on how to handle data.


mkreik

January 20, 2023 at 10:43 am

Any updates on this? Can we set the field to checked by default so we can see customer information in Square? It makes it easier to identify transactions that way instead of using a transaction code.


Tony

  • Support Staff

January 20, 2023 at 3:58 pm

Hi there,

No updates for this on our end as yet, however, I can give you a snippet to check the above checkbox by default:

https://gist.github.com/Pebblo/41ec1194be1b1c183d72258d9691e63c

You can add that to a custom functions plugin on your site, we have some documentation on creating one here:

https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

A quick disclaimer as we haven’t made this an official change, as mentioned in my previous reply we went for explicit consent for Square storing data to cover all bases. I personally think the above is a valid reason for not needing explicit consent as it relates to a payment but do your own research on this 🙂


mkreik

January 25, 2023 at 12:43 pm

Since we have a child theme and have already edited EE php in some places, could we do the same to make the checkbox checked by default rather than creating a plugin? If so, could you tell me which php file?


Tony

  • Support Staff

January 25, 2023 at 1:36 pm

I’m curious as to what you feel the difference would be?

In short, no you can’t, you need that code to run and it’s not within a template file, so can’t override it within the theme like that. You can place it in functions.php (which is basically just a theme dependent plugin) if you wish but it’s almost the same as a plugin just tied to the theme.


mkreik

January 25, 2023 at 1:57 pm

Ok. I will add it to the functions.php. I appreciate your help. Will you be adding the option to set the default for that box to EE settings in the future?


Tony

  • Support Staff

January 27, 2023 at 6:30 am

I’m not sure what will happen with that checkbox just yet, we may add an option for it within the settings or even remove it completely and send the details to Square by default.

It depends on the reason it was added as to wether or not we need to keep it in place.

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