Library / Reports, Analytics & Dashboards
Reports, Analytics & Dashboards
Pull Square Sales Summary Reports as a Reusable Sub-Workflow
When another workflow calls it, it connects to the Square API and returns a daily sales summary across all locations that matches the Square dashboard.
What it does
## Programatically Pull Square Report Data Into N8N ## What It Does This sub-workflow connects to the Square API and generates a daily sales summary report for all of your Square locations. The report matches the figures displayed in the Square Dashboard > Reports > Sales Summary. It’s designed to be reused in other workflows, ideal for reporting, data storage, accounting, or automation. ## Prerequisites To use this workflow, you'll need: - Square API credentials (configured as a Header Auth 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 ) ## Example Use Cases - Automatically store daily sales data in Google Sheets, MySQL, or PostgreSQL for analysis and historical tracking - Automatically send daily email or Slack reports to managers or finance teams - Build weekly/monthly reports by looping over multiple dates - Push sales data into accounting software like QuickBooks or Xero for automated bookkeeping - Calculate commissions or rent payments based on sales volume ## How to Use - Configure both HTTP Request nodes to use your Square API credential. - If you are not in the Toronto/New York Timezone, please change the "start_at" and "end_at" parameters in the second HTTP node from "-05:00" to your local timezone - Use as a sub-workflow inside a main workflow. - Pass a report_date (formatted as YYYY-MM-DD) to the sub-workflow when you call it. ## 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
- When Executed by Another Workflow
- Compile Sales Reports
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