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Sync Square to Smartsheet

Square Smartsheet

Automatically sync your Square data into Smartsheet with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data
One-way Sync
For Non-technical Users
Connect Square to Smartsheet Which Square API does Flatly use?

Source: Square

Square, Inc. is a financial services, merchant services aggregator, and mobile payment company based in San Francisco, California.

Auth: OAuth

Available datasets

  • BankAccounts
  • CashDrawerShifts-Alltime
  • CashDrawerShifts-Last X days Date-ranged
  • CatalogList-Items
  • CatalogList-ItemsVariations
  • Customers-All
  • Customer Groups
  • Customers by Group
  • Device Codes
  • Disputes
  • InventoryCounts by Location
  • InventoryCounts+Items by Location Combo
  • Locations
  • Orders-All by Location
  • Orders-Last X days by Location Date-ranged
  • Payments-Alltime
  • Payments-Last X days Date-ranged
  • Refunds-Alltime
  • Refunds-Last X days Date-ranged
  • Shifts
  • TeamMembers
  • TeamMember Wages
  • Workweek Configs

Destination: Smartsheet

Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc.

Auth: OAuth

Supported file formats

  • Smartsheet

How it works

  1. 1

    Connect Square

    Authenticate Square (OAuth) and Smartsheet (OAuth) in the Flatly dashboard. You only have to do this once.

  2. 2

    Choose your datasets

    Pick which Square datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.

  3. 3

    Data lands in Smartsheet

    Flatly uploads your Square data to Smartsheet automatically and refreshes it based on your sync frequency.

What Square Payments look like in Smartsheet

Flatly writes a header row to Smartsheet, then one row per record. Nested Square fields are flattened into their own columns, so the Payments-Alltime dataset arrives as 44 columns.

Square Payments-Alltime
Sample Square Payments-Alltime rows in Smartsheet, showing 8 of 44 columns
amount_money_amountamount_money_currencyapplication_details_application_idapplication_details_square_productapproved_money_amountcard_details_avs_statuscreated_atid
555USDsq0ids-Pw67AZAlLVB7hsRmwlJPuAVIRTUAL_TERMINAL555AVS_ACCEPTED2021-10-13T19:34:33.524ZbP9mAsEMYPUGjjGNaNO5ZDVyLhSZY
1110USDsq0ids-Pw67AZAlLVB8hsRmwlJPuAVIRTUAL_TERMINAL1110AVS_ACCEPTED2021-10-10T19:34:33.524ZbP9mAsEMYPUGjjGNaNO6ZDVyLhSZY
1665USDsq0ids-Pw67AZAlLVB9hsRmwlJPuAVIRTUAL_TERMINAL1665AVS_ACCEPTED2021-10-07T19:34:33.524ZbP9mAsEMYPUGjjGNaNO7ZDVyLhSZY
Payments
Example data. Showing 8 of 44 columns.
All 44 Square Payments-Alltime columns
  • amount_money_amount
  • amount_money_currency
  • application_details_application_id
  • application_details_square_product
  • approved_money_amount
  • approved_money_currency
  • card_details_auth_result_code
  • card_details_avs_status
  • card_details_card_bin
  • card_details_card_card_brand
  • card_details_card_card_type
  • card_details_card_exp_month
  • card_details_card_exp_year
  • card_details_card_fingerprint
  • card_details_card_last_4
  • card_details_card_prepaid_type
  • card_details_card_payment_timeline_authorized_at
  • card_details_card_payment_timeline_captured_at
  • card_details_cvv_status
  • card_details_entry_method
  • card_details_statement_description
  • card_details_status
  • created_at
  • delay_action
  • delay_duration
  • delayed_until
  • employee_id
  • id
  • location_id
  • note
  • order_id
  • processing_fee_1_amount_money_amount
  • processing_fee_1_amount_money_currency
  • processing_fee_1_effective_at
  • processing_fee_1_type
  • receipt_number
  • receipt_url
  • source_type
  • status
  • team_member_id
  • total_money_amount
  • total_money_currency
  • updated_at
  • version_token

FAQ: Square to Smartsheet

How frequently can I sync data from Square to Smartsheet?
Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Square data during the sync?
No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Square and securely loads it into Smartsheet without altering your original source data.
Do I need to write code to connect Square to Smartsheet?
No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable
Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Square to Smartsheet

Get started today with a 14-day free trial. No credit card required. Both human and AI support are available.

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