How to Import Merchants Data from Square into Excel

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

Learn how to import Merchants object data from Square into Excel using Coefficient to manage and analyze your seller accounts.

“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”

5 star rating coeff g2 badge

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.

  • Step 2:

    Select “Import from Objects” → “Merchants.”

  • Step 3:

    Click “Import” and verify columns.

  • Step 4:

    Enable auto-refresh if needed.

Step-by-Step Guide

Coefficient sidebar showing import option
Square objects list including Merchants
  • Check fields Confirm merchant ID, name, country, and status appear correctly, then rename headers as needed.
  • 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 Merchants from Square?

      down-chevron

      1. Open Coefficient sidebar → “Import from Objects.”2. Select “Merchants” → “Import.”Coefficient pulls all merchant profiles into Excel.

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

      down-chevron

      Use “Import from Objects,” choose “Merchants.”You’ll see every registered seller.

    • How to export Merchants to Excel?

      down-chevron

      In Coefficient, click “Export to Excel,” map fields, then run.Your sheet updates with live merchant data.

    • How do I update Merchants from Excel to Square?

      down-chevron

      Choose “Export to Square,” set mappings, then click “Update.”Excel edits sync back to Square.

    • How to send email alerts about Merchants data?

      down-chevron

      Configure an email automation in Coefficient.Select Merchants fields and schedule.Receive alerts on profile changes.

    500,000+ happy users
    Get Started Now
    Connect any system to Google Sheets in just seconds.
    Get Started

    Trusted By Over 50,000 Companies