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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 Payments data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.
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 Payments 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 Payments 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 Payments 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 Payments Data
After connecting, you’ll see options for importing data from Square.
- Select the “Payments” object from the available options.
- Choose the specific payments 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 Payments 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
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 Payments from Square?
Connect Square to Google Sheets using Coefficient. You can then select the ‘Payments’ object and import the data directly into your sheet.
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How do I get a list of Payments in Square?
Use Coefficient’s import feature for Square. Select the ‘Payments’ object to pull a list of available payments into your Google Sheet.
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How to automate importing Square Payments to Google Sheets daily?
With Coefficient, you can set up a daily auto-refresh schedule for your Square Payments import. This keeps your sheet updated automatically.
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How do I download Payments data from Square?
Coefficient allows you to download or import live Payments data from Square directly into Google Sheets, avoiding manual export processes.
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How to send email alerts about Payments data from Square?
While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Square Payments data.
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