Once the payment is completed with Square, register it in Microsoft Excel.
Once the payment is completed with Square, register it in Microsoft Excel.
Launch this workflow to connect
Square &
Microsoft Excel
!
■Overview
This is a flow that registers payments completed with Square into Microsoft Excel.
■Recommended for
1. Stores using Square
・Those who use Square as a payment system
・Store owners utilizing Square by offering multiple payment options
2. Those managing payment data
・Those who centrally manage payment data in Microsoft Excel
・Those who analyze payment data for marketing strategies
■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.
■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
Templates using
Square
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Templates using
Microsoft Excel
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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
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.
see detailsTemplates
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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
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
Get worksheet information
Get a specific cell value
Get range by column
Get range by row
Add worksheet
Rename sheet
Get table list
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 invoices
Flowbot triggers
There is no action.
Flowbot operations
Get worksheet informationGet a specific cell valueGet range by columnGet range by rowAdd worksheetRename sheetGet table listAdd TableEnter Formula in CellEnter Value in CellGet item IDDelete SheetSort a specified range in ascending or descending orderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList sitesList drives in siteGet worksheet information (SharePoint)Get the value of a specific cell (SharePoint)Get range by column (SharePoint)Get range by row (SharePoint)Add worksheet (SharePoint)Rename worksheet (SharePoint)Get table list (SharePoint)Add table (SharePoint)Set formula in cell (SharePoint)Set value in cell (SharePoint)Delete sheet (SharePoint)Sort a specified range in ascending or descending order (SharePoint)Unprotect worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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