Accessing your Square Refunds 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 Refunds data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.
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Step 2:
Step 2. Select Import from… and choose Square, then select the Refunds object.
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Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Refunds 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 Refunds Data
After connecting, you’ll see options for importing data from Square.
- Select the “Refunds” object from the available options.
- Choose the specific refunds 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 Refunds 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
How to Import Bank Accounts Data from Square into Excel
Importing Bank Accounts from Square into Excel helps you reconcile deposits and track balances without manual exports.
This tutorial shows you how to use Coefficient to import your Bank Accounts object and keep it fresh with auto-refresh.
TLDR
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Step 1:
Install Coefficient and connect to Square in Excel.
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Step 2:
Select “Import from Objects” → “Bank Accounts.”
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Step 3:
Adjust any filters and click “Import.”
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Step 4:
Optionally, enable auto-refresh on your preferred schedule.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Customers Data from Square into Excel
Importing Customers from Square into Excel lets you analyze purchase behavior and demographics in one sheet.
This guide covers importing your Customers object with Coefficient and enabling auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Square.
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Step 2:
Select “Import from Objects” → “Customers.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh if desired.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Disputes Data from Square into Excel
Importing Disputes from Square into Excel gives your team a clear view of chargebacks as they happen. No more manual exports or stale spreadsheets.
In this guide, you’ll learn how to set up Coefficient, import your Disputes object, and keep it fresh with auto-refresh.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect to your Square account.
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Step 2:
Step 2. Select “Import from Objects” and pick “Disputes.”
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Step 3:
Step 3. Configure filters and import into your sheet.
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Step 4:
Step 4. (Optional) Set up auto-refresh on a schedule.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Gift Cards Data from Square into Excel
Importing Gift Cards from Square into Excel gives you a clear ledger of gift card issuance and usage.
This guide walks you through using Coefficient to import Gift Cards and automate updates.
TLDR
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Step 1:
Install Coefficient and connect to Square.
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Step 2:
Select “Import from Objects” → “Gift Cards.”
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Step 3:
Click “Import” and verify columns.
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Step 4:
Enable auto-refresh if desired.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Invoices Data from Square into Excel
Importing Invoices from Square into Excel gives you a live view of billing status and amounts due.
This guide walks you through importing your Invoices object with Coefficient and enabling auto-refresh.
TLDR
-
Step 1:
Install Coefficient, connect Square.
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Step 2:
Select “Import from Objects” → “Invoices.”
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Step 3:
Click “Import,” verify columns.
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Step 4:
Enable auto-refresh as needed.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Locations Data from Square into Excel
Importing Locations from Square into Excel helps you track each store or online outlet in one place.
This tutorial covers importing your Locations object with Coefficient and setting up auto-refresh.
TLDR
-
Step 1:
Install Coefficient, connect Square.
-
Step 2:
Choose “Import from Objects” → “Locations.”
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Step 3:
Click “Import,” verify fields.
-
Step 4:
Optionally, enable auto-refresh.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Payments Data from Square into Excel
Importing Payments from Square into Excel gives real-time visibility into transaction amounts, statuses, and methods.
Follow this guide to import your Payments object with Coefficient and enable auto-refresh.
TLDR
-
Step 1:
Install Coefficient, connect Square.
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Step 2:
Pick “Import from Objects” → “Payments.”
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Step 3:
Click “Import” and verify fields.
-
Step 4:
Enable auto-refresh if desired.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Merchants Data from Square into Excel
Importing Merchants from Square into Excel gives you centralized insight into each seller’s profile and status.
This guide shows you how to import your Merchants object with Coefficient and keep it updated automatically.
TLDR
-
Step 1:
Install Coefficient and connect to Square.
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Step 2:
Select “Import from Objects” → “Merchants.”
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Step 3:
Click “Import” and verify columns.
-
Step 4:
Enable auto-refresh if needed.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
How to Import Payouts Data from Square into Excel
Importing Payouts from Square into Excel lets you reconcile transferred funds and bank deposits efficiently.
This guide explains how to import your Payouts object with Coefficient and set up auto-refresh.
TLDR
-
Step 1:
Install Coefficient and connect to Square.
-
Step 2:
Select “Import from Objects” → “Payouts.”
-
Step 3:
Click “Import,” confirm columns.
-
Step 4:
Enable auto-refresh if desired.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds