How to Import Payouts Data from Square into Excel

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

Learn how to import Payouts object data from Square into Excel using Coefficient for quick reconciliation of funds transfers.

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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

  • Step 1:

    Install Coefficient and connect to Square.

  • Step 2:

    Select “Import from Objects” → “Payouts.”

  • Step 3:

    Click “Import,” confirm columns.

  • Step 4:

    Enable auto-refresh if desired.

Step-by-Step Guide

Coefficient sidebar menu
Square objects list including Payouts
  • Verify fields Ensure payout ID, amount, date 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 Payouts from Square?

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      1. Open Coefficient sidebar → “Import from Objects.”2. Select “Payouts” → “Import.”Coefficient brings all payout records into Excel.

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

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      Use “Import from Objects,” pick “Payouts.”View every bank transfer entry.

    • How to export Payouts to Excel?

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

    • How do I update Payouts from Excel to Square?

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      Use “Export to Square,” configure mappings, then “Update.”Excel changes sync back to Square.

    • How to send email alerts about Payouts data?

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      Set up an email automation in Coefficient.Select Payouts fields and schedule.Receive alerts when new payouts occur.

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