Square to Excel Online for Business

Automatically Export & Sync Square Data to Excel Online for Business

Square
a black arrow pointing to the right
Excel Online for Business
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

BankAccounts
Filterable
CashDrawerShifts-Alltime
Filterable
CashDrawerShifts-Last X days
Date Rangable
Filterable
CatalogList-Items
CatalogList-ItemsVariations
Customers-All
Customer Groups
Customers by Group
Filterable
Device Codes
Filterable
Disputes
Filterable
InventoryCounts by Location
Filterable
InventoryCounts+Items by Location
Filterable
Pre-blended combo set ITEM
Locations
Orders-All by Location
Filterable
Orders-Last X days by Location
Date Rangable
Filterable
Payments-Alltime
Filterable
Payments-Last X days
Date Rangable
Filterable
Refunds-Alltime
Filterable
Refunds-Last X days
Date Rangable
Filterable
Shifts
Filterable
TeamMembers
Filterable
TeamMember Wages
Workweek Configs

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Square.

If you only need to export your data one time, check the website of Square to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Square.
Square, Inc. is a financial services, merchant services aggregator, and mobile payment company based in San Francisco, California.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Square from the Data Source dropdown and Excel Online for Business from the Data Destination dropdown.

Step 2

Authorize Square with your credentials using the flow.

Step 3

Authorize Excel Online for Business with your credentials using the flow.

Step 4

Select your Data Set from the 23 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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