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“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.”
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
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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.
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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
Related Square Use Cases
How to Import Payouts Data from Square into Google Sheets
Learn how to easily import live Square Payouts data into Google Sheets using Coefficient for streamlined payout analysis and reporting.
How to Import Customers Data from Square into Google Sheets
Learn how to easily import live Square Customers data into Google Sheets using Coefficient for streamlined customer analysis and reporting.
How to Import Disputes Data from Square into Google Sheets
Learn how to easily import live Square Disputes data into Google Sheets using Coefficient for streamlined analysis and reporting.
Frequently Asked Questions
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How to get Payments from Square?
1. Open Coefficient sidebar → “Import from Objects.”2. Select “Payments” → “Import.”Coefficient syncs all transactions into Excel.
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How do I get a list of Payments in Square?
Choose “Import from Objects,” pick “Payments.”View every sale, refund, and tip line.
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How to export Payments to Excel?
Click “Export to Excel,” map fields, then run.Your sheet updates with live payment data.
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How do I update Payments from Excel to Square?
Use “Export to Square,” adjust mappings, then “Update.”Excel edits push back into Square.
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How to send email alerts about Payments data?
Set up an email automation in Coefficient.Select Payments fields and schedule.Get notified on transaction thresholds.
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