Library / Reports, Analytics & Dashboards
Reports, Analytics & Dashboards
Import Daily Square Sales Reports into Google Sheets
Every day, it pulls the previous day's sales from each Square location, compiles a sales summary matching the Square dashboard, and uploads it to Google Sheets.
What it does
## Automatically Pull Square Report Data Into Google Sheets ## What It Does This workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run daily and pull the previous day's sales into a Google Sheet for easy analysis and reporting. ## Prerequisites To use this workflow, you'll need: - A Square API credential (configured as a Header Auth credential) - A Google Sheets credential ## How to Set Up Square Credentials: - Go to Credentials > Create New - Choose Header Auth - Set the Name to Authorization - Set the Value to your Square Access Token (e.g., Bearer ) ## How It Works 1. Trigger: The workflow runs every day at 4:00 AM 2. Fetch Locations: An HTTP request retrieves all Square locations linked to your account 3. Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date 4. Filter Empty Locations: Locations with no sales are ignored 5. Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report 6. Output: A cleaned, consistent summary that can be consumed by parent workflows or other nodes ## Example Use Cases - Automatically store daily sales data in Google Sheets for analysis and historical tracking - Automatically create charts or visualizations based on the imported data - Build weekly/monthly reports by looping over multiple dates - Quickly calculate commissions or rent payments based on sales volume ## How to Use - Configure both HTTP Request nodes to use your Square API credential - Set the workflow to Active so it runs automatically - Select the Google Sheet you want to import data into and map the data to your columns ## Customization Options - Add pagination to handle locations with more than 1,000 orders per day - Expand the workflow to save or send the report output via additional integrations (email, database, webhook, etc.) ## Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.
The steps
- Get Square Locations
- Turn Locations Into List
- Ignore Locations w/o Sales
- Get Sales from Square
- Compile Sales Reports
- Schedule Trigger
- Upload Sales to Google Sheets
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