Square to OneDrive

Automatically Export & Sync Square Data to OneDrive

Square
a black arrow pointing to the right
OneDrive
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

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

Built for Synchronization

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

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

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

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Square from the Data Source dropdown and OneDrive from the Data Destination dropdown.

Step 2

Authorize Square with your credentials using the OAuth flow.

Step 3

Authorize OneDrive with your credentials using the OAuth flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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