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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.”
Accessing your Square Customers data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Square Customers data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Square account.
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Step 2:
Step 2. Select Import from… and choose Square, then select the Customers object.
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Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Customers data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Square in the list of connectors. You’ll be guided to connect your Square account securely.
Step 2: Import Square Customers Data
After connecting, you’ll see options for importing data from Square.
- Select the “Customers” object from the available options.
- Choose the specific customers you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Square Customers data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Square based on your schedule.
Available Square Objects
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
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Frequently Asked Questions
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How to get Customers from Square?
Connect Square to Google Sheets using Coefficient. You can then select the ‘Customers’ object and import the data directly into your sheet.
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How do I get a list of Customers in Square?
Use Coefficient’s import feature for Square. Select the ‘Customers’ object to pull a list of available customers into your Google Sheet.
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How do I import Customers from Google Sheets to Square?
Coefficient supports two-way sync, allowing you to push updates from Google Sheets back to Square effortlessly for supported objects.
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How to automate importing Square Customers to Google Sheets daily?
With Coefficient, you can set up a daily auto-refresh schedule for your Square Customers import. This keeps your sheet updated automatically.
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How do I download Customers data from Square?
Coefficient allows you to download or import live Customers data from Square directly into Google Sheets, avoiding manual export processes.
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