Retrieve product information from Square payments and add it to Google Sheets
Retrieve product information from Square payments and add it to Google Sheets
Launch this workflow to connect
Square &
Google Sheets
!
■Overview
Do you manually transfer payment details from Square to Google Sheets every time a payment is made for sales tracking? As the number of payments increases, this task can become a significant burden and lead to data entry errors. With this workflow, whenever a payment is processed in Square, the associated product information is automatically added to Google Sheets. This frees you from repetitive daily tasks so you can focus on more important work.
■Who should use this template
- Store or e-commerce operators who manually transfer and manage Square payment information
- Anyone looking to streamline sales aggregation and analysis in Google Sheets
- Anyone looking to automate their payment information management process and eliminate human error
■Benefits of using this template
- Data is automatically recorded in Google Sheets after a Square payment is completed, reducing the time spent on manual data entry.
- By eliminating manual data entry, you can prevent human errors such as transfer mistakes and missing information while maintaining data accuracy.
■How the Flowbot works
- First, connect Square and Google Sheets to Yoom.
- Next, select Square as the trigger and set the “When a payment succeeds (Webhook)” action.
- Then, set Square’s “Get specific order information” action as an operation to identify the order details from the payment information.
- Next, configure the “Loop” feature as an operation to repeat the process for each product included in the retrieved order information.
- Within the loop, set Square’s “Get specific product information” action as an operation.
- Finally, set Google Sheets’ “Add a record” action as an operation to add the retrieved product information to the specified sheet.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customize this workflow
■Customize this workflow
- For each Square action, set the target location ID, order ID, item ID, and other details as needed.
- For the Loop feature, select the values you want to process repeatedly, such as product information, from the order information retrieved by the preceding operation.
- When adding a record to Google Sheets, set the spreadsheet ID and sheet name for the destination as needed.
■Notes
- Connect both Square and Google Sheets to Yoom.
- Actions between “Repeat the same process” operations are available on the Personal plan and above. On the Free plan, the configured Flowbot operations and Data Connect will result in errors. Please take note.
- Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.
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About the Apps
Templates using
Square
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Google Sheets
Related apps
Templates using
Google Sheets
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About the apps you use
Square
Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.
see detailsTemplates
When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.
After creating payment information with Square, create a client in freee Accounting
This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.
Notify Microsoft Teams when a payment is made via Square
This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.
Notify Slack when a payment is made with Square
Similar apps
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
No-Code API Actions
Executable API actions
Flowbot triggers
When a Payment Is Created
When a Booking Is Created
When a Booking Is Updated or Canceled
When a Row Is Added
When a Row Is Updated
Flowbot operations
Get Customer Details
Search Customers
Get Payment Details
Retrieve a Specific Order
Get Item Details
Create Customer
Get Invoice Details
List Locations
Get Item Variation Details
List Payments
List Invoices
Create Draft Invoice
List Credit Cards
Search Invoices
Publish Invoice
Create Order
Search for Order Information for a Specific Customer
Set a Value in a Cell
Flowbot triggers
When a Payment Is CreatedWhen a Booking Is CreatedWhen a Booking Is Updated or Canceled
Flowbot operations
Get Customer DetailsSearch CustomersGet Payment DetailsRetrieve a Specific OrderGet Item DetailsCreate CustomerGet Invoice DetailsList LocationsGet Item Variation DetailsList PaymentsList InvoicesCreate Draft InvoiceList Credit CardsSearch InvoicesPublish InvoiceCreate OrderSearch for Order Information for a Specific Customer
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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