Connect and Test Square Sandbox With MemberPress

Testing payment processing before going live ensures your membership site works correctly without processing real transactions. Square provides a sandbox environment that lets you simulate payments and test your MemberPress integration safely. 

This document explains how to set up and test Square's sandbox mode with MemberPress before accepting real payments from members.

What Is Square Sandbox?

Connecting Square to MemberPress allows you to accept payments from members worldwide. The integration supports both one-time and recurring payments, making it suitable for various membership business models.

Square Sandbox is a testing environment that mimics Square's live payment system without processing actual credit card charges. The sandbox lets you test payment flows, error handling, and integration settings using test card numbers instead of real payment information.

You should always test your connection using Square Sandbox before accepting live payments. This ensures everything works correctly and prevents payment processing issues for your members.

Creating a Square Sandbox

To access the sandbox environment and connect Square to MemberPress, you need a Square developer account:

1. Gehe zu Square Developer Dashboard.
2. Klicken Sie auf Anmeldung if you don't have an account, or Sign In with your existing Square credentials.
3. Complete the registration process if creating a new account.

Once logged in, you'll see the Square Developer Console. Now, you can create your sandbox test account. You'll use this test account for sandbox testing.

Sandbox Test Account

To create your sandbox test account, log into the Square Developer Console:

1. Klicken Sie auf Sandbox test accounts on the left-hand menu.

2. Als nächstes klicken Sie auf das Feld + New sandbox test account Taste. 
3. This will open a pop-up. Give your sandbox test account Name and select a Land.
4. Klicken Sie auf die erstellen. Taste.

Connecting MemberPress to Square Sandbox

Now let's connect MemberPress on your website to Square's test environment. To do this, you should first create a Square gateway in MemberPress Einstellungen. 

Now, you can connect MemberPress to your Square Sandbox:

1. Navigate back to the Sandbox test accounts page. Here, you will now see the sandbox test account you previously created. 

Hinweis: If you logged out previously, log back into your Square Developer Console. Klicken Sie auf das Sandbox test accounts on the left-hand menu to access the Sandbox test accounts Seite.

2. Klicken Sie auf die Square Dashboard link for this test account to access your Square Sandbox Dashboard.

Hinweis: Keep the tab with the Square Sandbox Dashboard open while connecting MemberPress to your Square Sandbox. Otherwise, Square will show a blank white screen when trying to connect.

3. Next, open another tab in your browser and log into your websites.
4. Navigate to your Square payment gateway at Dashboard > MemberPress > Einstellungen > Zahlungen tab.

5. Im Rahmen der Sandkasten Abschnitt, klicken Sie auf die Connect with Square Sandbox Taste.
6. Next, you must allow your MemberPress plugin to access your Square Sandbox. Click Allow to accept the permissions to complete the connection.

7. You will be redirected back to your MemberPress settings page. Your Square Sandbox should now be connected to MemberPress. If the process was successful, you will see the status “Connected" under the Sandbox section of your Square gateway.

8. Prüfen Sie die Use Square Sandbox option to allow test payments with the Sandbox.
9. Klicken Sie auf die Optionen aktualisieren button to save your settings.

Testing with Square Sandbox

Before accepting live payments, test your connection using Square's Sandbox environment.

Once connected to the Sandbox, you can start testing the Square payments:

1. Erstellen einer test membership.
2. Navigate to the registration page of your test membership. Here, submit a test registration unter Verwendung der Quadratisch payment option.

3. Verwenden Sie Square's test card numbers to make your test registration payment.
4. Verify that the transaction is recorded correctly in MemberPress. In case of recurring subscriptions, verify also that the subscription was created properly.
5. Next, verify that the transaction is also visible in your Square Sandbox Transactions page.

The connection is functioning correctly if transactions (and subscriptions for recurring memberships) are properly recorded in MemberPress and Square Sandbox.

Switching to Live Payments

After successful testing, you can enable live payments:

1. Navigieren Sie zu Dashboard > MemberPress > Einstellungen > Zahlungen tab.
2. Im Rahmen der Production section of your Square gateway, connect your Square Merchant account to allow live payments.
3. Deaktivieren Sie das Kontrollkästchen Use Square Sandbox Kontrollkästchen.
4. Klicken Sie auf Optionen aktualisieren um Ihre Änderungen zu speichern.

Now, users can register for your memberships and pay through Square.