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.
-
Step 2:
Pick “Import from Objects” → “Payments.”
-
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
Frequently Asked Questions
Trusted By Over 50,000 Companies