How to Import Payments Data from Square into Excel

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

Learn how to import Payments object data from Square into Excel using Coefficient for live transaction tracking.

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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

Coefficient sidebar menu
Square objects list including Payments
  • Review data Confirm payment 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

    Frequently Asked Questions

    • How to get Payments from Square?

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      1. Open Coefficient sidebar → “Import from Objects.”2. Select “Payments” → “Import.”Coefficient syncs all transactions into Excel.

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

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      Choose “Import from Objects,” pick “Payments.”View every sale, refund, and tip line.

    • How to export Payments to Excel?

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

    • How do I update Payments from Excel to Square?

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      Use “Export to Square,” adjust mappings, then “Update.”Excel edits push back into Square.

    • How to send email alerts about Payments data?

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      Set up an email automation in Coefficient.Select Payments fields and schedule.Get notified on transaction thresholds.

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