Once the payment is completed with Square, register it in Microsoft Excel.

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■Overview

This is a flow that registers payments completed with Square into Microsoft Excel.

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■Recommended for‍

1. Stores using Square

・Those who use Square as a payment system

・Store owners utilizing Square by offering multiple payment options

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2. Those managing payment data

・Those who centrally manage payment data in Microsoft Excel

・Those who analyze payment data for marketing strategies

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■Benefits of using this template

Square offers multiple payment options and is a system that can cater to a wide range of customers.
However, if you manage Square's payment data with other tools, there is a risk of data entry errors or omissions due to manual work.

This template is suitable for those who want to streamline manual registration tasks.
By using this template, payment data can be automatically registered in Microsoft Excel once a Square payment is completed, reducing the burden of manual work.

Even if there is a large amount of data to register, the data registration is seamless, allowing you to focus on other important tasks.

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■Notes‍

・Please integrate Square and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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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.

Related apps

Square

Templates using

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Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

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Notion