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Importing Payouts from Square into Excel lets you reconcile transferred funds and bank deposits efficiently.
This guide explains how to import your Payouts object with Coefficient and set up auto-refresh.
TLDR
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Step 1:
Install Coefficient and connect to Square.
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Step 2:
Select “Import from Objects” → “Payouts.”
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Step 3:
Click “Import,” confirm columns.
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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 Payouts from Square?
1. Open Coefficient sidebar → “Import from Objects.”2. Select “Payouts” → “Import.”Coefficient brings all payout records into Excel.
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How do I get a list of Payouts in Square?
Use “Import from Objects,” pick “Payouts.”View every bank transfer entry.
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How to export Payouts to Excel?
Click “Export to Excel,” map fields, then run.Your sheet updates with live payouts data.
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How do I update Payouts from Excel to Square?
Use “Export to Square,” configure mappings, then “Update.”Excel changes sync back to Square.
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How to send email alerts about Payouts data?
Set up an email automation in Coefficient.Select Payouts fields and schedule.Receive alerts when new payouts occur.
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