Ooma Office Pro Pluspro plus users can integrate their Ooma Office service with Square. Once integration is enabled, legal staff will have streamlined and automated phone communication with clients. Users will enjoy the following benefits:

  • Caller-ID lookup for incoming and outgoing calls will bring up matching client information like recent transactions and upcoming appointments in the Ooma Office desktop application.

Please note that any changes that are made within the Square application will take about five minutes to reflect in the Ooma interface.

Enabling Square integration

Before you can get started, an account admin will need to enable CRM integration for your account.

Then, you can turn Square integration on by following these instructions:

  1. Using the new look in the Ooma Office desktop application, navigate to the Settings menu and select the + option beside Square.
  2. If you are not logged in to Square, log in at this time.
  3. Choose the option to allow Ooma Office to access Square.
  4. Once you’ve granted permissions to Ooma Office, you will be redirected back to the Ooma Office desktop application

Integrating contacts into your Ooma directory

You can integrate your Square clients into your Ooma directory.

Once you have enabled contact integration throughAgencyZoom, your CRM’s contacts will appear in your personal directory in the Desktop App and in a new directory on your IP phone.

When you initially connect Ooma and Square, you will be prompted to enable contact integration at that point. If you’d like to toggle this integration on or off in the future, follow the instructions below:

  1. Log in to the Desktop App and go to the Settings menu
  2. Locate Square under the Integrations header
  3. Click the … icon to customize your preferences and update your contact integration settings

Viewing client information

Once Square and Ooma Office are integrated, the remote party’s caller-ID be matched to the phone numbers of existing records in Square. If there is a match, you will see that contact information and the contact’s matters in the Ooma Office desktop application anytime you make or receive a call.

You can use the Open CRM button to open the matching contact in Square.

If there are multiple matches, you’ll need to select one from the list.

If you need to create a new client in Square, you can use the add icon to add the client’s information to Square.