Category: Square

How to Import Refunds Data from Square into Excel

Importing Refunds from Square into Excel helps you monitor refund trends and manage customer returns.

This guide covers importing your Refunds object with Coefficient and setting up auto-refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Square.

  • Step 2:

    Select “Import from Objects” → “Refunds.”

  • Step 3:

    Click “Import,” verify columns.

  • Step 4:

    Enable auto-refresh if needed.

Step-by-Step Guide

Coefficient sidebar menu
Square objects list including Refunds
  • Check data Confirm refund ID, amount, status appear correctly, then rename headers.
    • Auto-refresh scheduling options

    What Square Data is Imported?

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