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Overview
Square fetcher enhances your workflow by automating data collection. To use the fetcher feature, you must first establish a connection to the third-party application. We utilize connectors to enable precise data collection with minimal user input.
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NOTE: The steps provided on this page may require the assistance of your internal team’s Square admin and a ZenGRC Pro Admin.
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Square Configurations
Start by generating an access token within Square to connect your accounts. To manage the connection you will need:
- Square admin access
- Access Token
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Tip: Visit Suare Support for step-by-step instructions, click here to learn more.
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Connector Setup
Creating a Connector
This process only needs to be completed once. Once a connector has been established, fetchers can be created on any object.Â
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Learn more:
ZenGRC Classic:
ZenGRC Pro:
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Creating a FetcherÂ
Fetchers can be customized for specific data retrieval needs and are supported across a range of object types.
- Available Fetchers for Square:Â
- List of Team Members:Â which retrieves an attachment with a list of all team members in Square
- Fetchers run periodically, with a slight delay possible based on queue size. Please allow at least 5 minutes past the scheduled time for updates.
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Parameters
For Square fetchers, no parameters are required.
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Managing a Custom Fetcher
Once created, your fetchers will run at the increment specified (daily, weekly, monthly, or yearly) until they expire or are removed. If no expiration date was set, fetchers will run until removed or the connection is deleted.Â
- Open the desired object and go to the Custom Fetchers tab.
- Click a fetcher from the list to open the fly-out
Here you will see details about past and upcoming fetches.Â
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Fetcher Outputs
A fetcher needs to be added on a specific object. Each time it runs it either creates a new piece of evidence on the attachments tab or updates a field on the object itself.Â
Note: Each time a fetcher tied to a custom attribute runs, it replaces the information in the linked field with the most up-to-date information.Â
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Fetch Now
To activate the fetcher immediately, click Fetch Now on the fetcher. This will enable the fetcher and have it run immediately.