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Importing Refunds from Square into Excel helps you monitor refund trends and manage customer returns.
This guide covers importing your Refunds object with Coefficient and setting up auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Square.
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Step 2:
Select “Import from Objects” → “Refunds.”
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Step 3:
Click “Import,” verify columns.
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Step 4:
Enable auto-refresh if needed.
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 Refunds from Square?
1. Open Coefficient sidebar → “Import from Objects.”2. Select “Refunds” → “Import.”Coefficient brings all refund records into Excel.
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How do I get a list of Refunds in Square?
Use “Import from Objects,” pick “Refunds.”View every issued refund.
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How to export Refunds to Excel?
Click “Export to Excel,” map fields, then run.Your sheet updates with live refund data.
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How do I update Refunds from Excel to Square?
Choose “Export to Square,” configure mappings, then “Update.”Excel edits sync back to Square.
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How to send email alerts about Refunds data?
Create an email automation in Coefficient.Select Refunds fields and schedule.Receive notifications on new refunds.
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