How to Import Locations Data from Square into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Locations object data from Square into Excel using Coefficient to manage your physical and online storefronts.

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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.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Optionally, enable auto-refresh.

Step-by-Step Guide

Coefficient sidebar menu
Square objects list including Locations
  • Review columns Ensure location ID, name, address 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

    Frequently Asked Questions

    • How to get Locations from Square?

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      1. Open Coefficient sidebar → “Import from Objects.”2. Select “Locations” → “Import.”Coefficient loads all locations into Excel.

    • How do I get a list of Locations in Square?

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      Use “Import from Objects,” choose “Locations.”All storefronts and online endpoints appear.

    • How to export Locations to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet updates with live location data.

    • How do I update Locations from Excel to Square?

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      Choose “Export to Square,” configure mappings, then click “Update.”Spreadsheet edits sync back to Square.

    • How to send email alerts about Locations data?

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      Create an email automation in Coefficient.Select Locations fields and timing.Get notifications on added or changed locations.

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