How to Connect Square to Google Sheets

Published: June 16, 2024 - 4 min read

Julian Alvarado
Connect Square to Google Sheets

Want to keep better tabs on your Square data so you can see how your business is performing? Connecting Square to Google Sheets using Coefficient is a great way to do just that.

By importing your Square data into a spreadsheet, you can take advantage of all the powerful analysis tools Google Sheets has to offer. Plus, it puts all your key business data in one convenient place.

In this simple tutorial, I’ll walk you through exactly how to link up Square and Google Sheets step-by-step. It’s easier than you might think!

Prefer video? Watch the tutorial here!

Advantages of Using Google Sheets to Analyze Square Data

  • Centralized Data: Consolidate your Square payments, invoices, payouts, customers, and refunds in one place, making it easier to access and analyze your business information.
  • Customizable Reporting: Create custom reports and dashboards in Google Sheets to gain insights into your Square data, such as payment trends, customer behavior, and financial performance.
  • Collaborative Analysis: Share your Square data with team members and collaborate on business analysis and decision-making in real-time using Google Sheets’ sharing and collaboration features.

How to Install Coefficient in Google Sheets

Before we get started, you’ll need to install the Coefficient add-on in Google Sheets. Follow these simple steps:

You can either get started here or open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Opening a new or existing Google Sheet and navigating to the Extensions tab.

In the Google Workspace Marketplace, search for “Coefficient.”

Selecting Add-ons > Get add-ons in the Extensions tab.

Follow the prompts to grant necessary permissions.

Searching for “Coefficient” in the Google Workspace Marketplace.

Launch Coefficient from Extensions > Coefficient > Launch.

 Launching Coefficient from Extensions > Coefficient > Launch.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient opening on the right-hand side of the spreadsheet.

Step-by-Step Tutorial: Connecting Square to Google Sheets

With Coefficient set up in your Google Sheets spreadsheet, you’re now ready to import your Square data. Let’s walk through the process step by step:

Step 1: Add Square as a Data Source in Coefficient

In the Coefficient sidebar, click “Import from…” > “Add a Data Source”.

In the Coefficient sidebar, clicking “Import from…” and selecting “Add a Data Source.”

Select “Square” from the list of available data sources.

Selecting “Square” from the list of available data sources in Coefficient.

Follow the prompts to grant Coefficient access to your Square account.

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Following prompts to grant Coefficient access to the Square account.

Step 2: Import Your Square Data

After authorizing Coefficient, select “Start from Scratch.”

After authorizing Coefficient, selecting “Start from Scratch” in the import menu.

Select the object you want to import (e.g. “List Payments”) from the drop-down.  

Selecting an object to import (e.g., “List Payments”) from the dropdown.

Click preview to continue.

Clicking “Preview” to continue in the Coefficient sidebar.

Select the payment data fields you want to include, such as Payment ID, Amount, and Created At.

Selecting payment data fields like Payment ID, Amount, and Created At to include.

Click the “Import” button to import the payment data into your Google Sheets spreadsheet.

Clicking the “Import” button to bring payment data into the Google Sheets spreadsheet.

Step 3. Set Up Auto-Refresh

After importing your data into your spreadsheet, you can activate Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Activating Coefficient’s auto-refresh scheduler in Google Sheets for data updates.

Use Cases for Analyzing Square Data in Google Sheets

  • Monitor Unpaid Invoices: Use the imported invoice data to track unpaid invoices, their due dates, and customer payment statuses, ensuring timely collection.
  • Analyze Payment Trends: Examine your Square payment data to identify patterns, such as processing fees, transaction volumes, and customer payment methods, to inform your pricing strategies.
  • Reconcile Payouts: Match your Square payouts with deposits in your bank account, helping to detect discrepancies, missing funds, or accounting errors.

Tips and Tricks for Analyzing Live Square Data in Google Sheets

  • Use Google Sheets’ built-in functions and formulas to analyze your Square data, such as calculating payment processing fees or generating custom reports.
  • Combine data from multiple Square endpoints (e.g., invoices, payments, customers) to create comprehensive business reports and dashboards.
  • Leverage Google Sheets’ sharing and collaboration features to work with your team on Square data analysis in real-time.
  • Set up scheduled data refreshes in Coefficient to ensure your Square data in Google Sheets is always up to date.

Connect Square to Google Sheets in Seconds with Coefficient

And there you have it! In just a few clicks, you can import all your key Square data like payments, invoices, payouts, customers, and refunds right into a spreadsheet.

If you’re ready to take your Square data analysis to the next level, give Coefficient a try. It’s free to get started and only takes a few minutes to set up. Your future self will thank you for it!

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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