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Introduction to Stuart and Square

Updated over a week ago
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Introduction to Stuart and Square

Integrating your Stuart delivery account with Square offers a seamless way to manage your online deliveries. This integration streamlines the process, allowing you to efficiently handle Square Online orders and ensure timely deliveries to your customers.

Content

  1. Create a Stuart account & Retrieve API keys

  2. Connect your Stuart account to Square Online

  3. Set up guide on Square Online interface

  4. Track an order & Contact Customer Support

  5. Useful information on Stuart

  6. Get in touch


0. Check Stuart coverage

To get started with Stuart, first make sure we provide our delivery service in your area. UK coverage

1. Create a Stuart account & Retrieve API keys

  • Create your Stuart Account:

    • If you deliver less than 100 orders/week: Simply click on this link and create an account with Stuart.Then, in the final step, all you need to do is click "Authorise" to connect it with your Square Online account. For more info refer to this article.

    • If you deliver more than 100 orders/week Reach out to our Account Executive Team by completing a brief form here. We'll get in touch with you within 72 hours.

Remember: Once your Stuart Account is set up, you can access the Stuart Dashboard here.

  • If you already have a Stuart account:

    • Simply click on this link and Login with your Stuart credentials. Then, in the final step, all you need to do is click "Authorise" to connect it with your Square Online account. For more info refer to this article.

  • If you do not have yet an account with Square:

    • Simply click on this link to sign up.

    • Alternatively if you process more than £200,000 annually in card payments, speak with the Square team here.


2. Connect your Stuart account to Square

  • Once you've set up your Stuart account, all you have to do is click "Authorise" in the final step. This will take you to the Square oauth to allow Stuart to access the necessary data on Square.

Remember: You can always cancel the authorisation later using this link.

Final step on Stuart connect (see screenshot below):

Final step on Stuart connect:


Square authorisation page:


3. Set up guide on Square Online interface

1. First go to Account & Settings > Fulfillment > Pickup & Delivery

2. Select the location you want to add Seller powered delivery to and click 'Set up location' and select to offer delivery (see screenshot below)

You can also view Square’s help article on how to set it up with instructions: Square Help Article

When an order comes into Square, you will see a new delivery from your Square Online site with the status "New" in Square Order Manager.

IMPORTANT: Stuart will create the delivery job and assign a courier only once the order has been marked as "In Progress". You must --> Accept the order by clicking "Mark as..." > and selecting "In Progress".


4. Track an order & Contact Customer Support

Tracking: To track your orders head to your Stuart Dashboard here.

Tracking: To track your orders head to your Stuart Dashboard here.

When a delivery is successfully made, it will appear in the 'Scheduled' tab on your Stuart dashboard. As the delivery time approaches, a courier will be assigned, and the delivery will move to the 'Ongoing' tab.

Once the order has been moved to the ‘Ongoing’ tab you may notice the first status will be “searching for a courier”

Once a courier has been assigned to your order, you will be able to follow them to the live tracking map.

Once the pickup of your order has been completed, you will be able to continue following the courier to the drop off location provided.

Once an order has been completed it will be moved into the “past” tab where you can see a history of all your delivery jobs to retrieve all relevant information such as courier’s name, price & invoice.

Contact Customer Support: To contact customer support, use the CS widget within the Stuart Dashboard here.


5. Useful information on Stuart

To solve any other question you might have, please consult our Stuart Client Help Center


6. Get in touch

If you have any questions during the onboarding process, please email client.onboarding@stuart.com.

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