Category: Square

Accessing your Square Payouts data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Payouts data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Payouts object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Payouts data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Payouts Data

After connecting, you’ll see options for importing data from Square.

• Select the “Payouts” object from the available options.
• Choose the specific payouts you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Payouts data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Disputes data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Disputes data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Disputes object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Disputes data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Disputes Data

After connecting, you’ll see options for importing data from Square.

• Select the “Disputes” object from the available options.
• Choose the specific disputes you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Disputes data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Gift Cards data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Gift Cards data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Gift Cards object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Gift Cards data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Gift Cards Data

After connecting, you’ll see options for importing data from Square.

• Select the “Gift Cards” object from the available options.
• Choose the specific gift cards you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Gift Cards data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Merchants data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Merchants data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Merchants object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Merchants data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Merchants Data

After connecting, you’ll see options for importing data from Square.

• Select the “Merchants” object from the available options.
• Choose the specific merchants you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Merchants data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Locations data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Locations data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Locations object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Locations data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Locations Data

After connecting, you’ll see options for importing data from Square.

• Select the “Locations” object from the available options.
• Choose the specific locations you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Locations data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Payments data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Payments data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Payments object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Payments data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Payments Data

After connecting, you’ll see options for importing data from Square.

• Select the “Payments” object from the available options.
• Choose the specific payments you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Payments data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Invoices data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Invoices data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Invoices object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Invoices data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Invoices Data

After connecting, you’ll see options for importing data from Square.

• Select the “Invoices” object from the available options.
• Choose the specific invoices you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Invoices data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds

Accessing your Square Payouts data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Square Payouts data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.

• Step 2:

  Step 2. Select Import from… and choose Square, then select the Payouts object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Payouts data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.

Step 2: Import Square Payouts Data

After connecting, you’ll see options for importing data from Square.

• Select the “Payouts” object from the available options.
• Choose the specific payouts you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Square Payouts data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.

Available Square Objects

• Bank Accounts
• Gift Cards
• Merchants
• Locations
• Payments
• Invoices
• Payouts
• Customers
• Refunds