Square Integration

Setup time: 15 minutes • Difficulty: Easy

Seamlessly add event insurance to your Square checkout flow

Quick Setup

Install Square Plugin

Add the Daily Event Insurance plugin from Square App Marketplace

Connect Account

Authorize the integration using your Daily Event Insurance credentials

Configure Settings

Set up quote triggers and coverage options

Test & Launch

Process a test transaction to verify the integration

Step-by-Step Instructions

1. Install from Square App Marketplace

Log in to your Square Dashboard
Navigate to Apps → App Marketplace
Search for "Daily Event Insurance"
Click "Add to Square" and follow the installation prompts

2. Connect Your Daily Event Insurance Account

After installation, click "Connect Account"
Log in with your Daily Event Insurance credentials
Authorize Square to access your insurance account
Select the Square locations to enable insurance for

3. Configure Integration Settings

Set up your configuration using the Square app settings:

square-config.json

{
  "square_integration": {
    "enabled": true,
    "environment": "production",
    "application_id": "sq_app_abc123",
    "location_id": "L1234567890",
    "auto_quote": {
      "enabled": true,
      "minimum_transaction": 500,
      "event_types": ["wedding", "reception", "party", "corporate"],
      "default_coverage": 100000
    },
    "checkout_display": {
      "show_as_addon": true,
      "position": "before_payment",
      "label": "Event Insurance Protection"
    },
    "webhook_url": "https://api.dailyeventinsurance.com/webhooks/square"
  }
}

4. Test the Integration

Enable test mode in the app settings
Process a test transaction using Square's test cards
Verify that insurance quote appears at checkout
Complete the test purchase and check your insurance dashboard
Disable test mode when ready to go live

Features & Capabilities

Automatic Quote Generation

Insurance quotes are generated automatically based on transaction details

Single Checkout Flow

Customers can purchase insurance without leaving Square checkout

Real-time Sync

Transaction data syncs instantly with your insurance dashboard

Custom Coverage Rules

Set up rules to offer specific coverage based on event type or amount

Payment Processing

Insurance premiums are collected as part of the Square transaction

Instant Policy Issuance

Policies are issued immediately upon successful payment

Webhook Payload Example

When a transaction with insurance is completed, Square sends this data:

webhook-payload.json

{
  "event": "transaction.completed",
  "data": {
    "transaction_id": "sq_trans_abc123",
    "amount": 2500,
    "customer_email": "customer@example.com",
    "event_details": {
      "type": "wedding_reception",
      "date": "2026-06-15",
      "guests": 150,
      "venue": "Downtown Event Center"
    },
    "insurance_quote": {
      "quote_id": "DEI_QUOTE_789",
      "premium": 125.00,
      "coverage_amount": 100000,
      "selected": true
    }
  }
}

Important Notes

•Insurance premiums are collected as part of the Square transaction
•Commission is automatically deposited to your account monthly
•Customers receive policy documents via email immediately after purchase
•Refunds must be processed through the Daily Event Insurance dashboard
•Multi-location businesses can configure settings per location

Need Help with Setup?

Our support team can help you configure your Square integration