Add information to Microsoft Excel when an order is created in Square
Add information to Microsoft Excel when an order is created in Square
Launch this workflow to connect
Square &
Microsoft Excel
!
■Overview
Manually transferring sales information to Microsoft Excel every time an order is placed in Square can be time-consuming. When you're busy with daily operations, these repetitive tasks can become a burden and lead to data entry errors. With this workflow, whenever a new order is created in Square, the order information is automatically added to a specified Microsoft Excel file. Eliminate manual data management and build a more accurate and efficient workflow.
■Recommended for
- Anyone who manually transfers and manages Square order data in Microsoft Excel
- Store operators who spend too much time entering daily sales data and want to streamline their operations
- Anyone who wants to automate the integration between Square and Excel, eliminate data entry errors, and maintain accurate records
■Benefits of using this template
- When an order is created in Square, the related information is automatically recorded in Microsoft Excel, reducing the time spent on manual data entry.
- Because the system transfers the information automatically, it prevents human errors such as incorrect entries and omissions, helping maintain data accuracy.
■Flowbot steps
- First, connect Square and Microsoft Excel to Yoom.
- Next, select Square as the trigger and set the “When an order is created” action to define what starts the Flowbot.
- Then, select Square again as an operation and use the “Get specific order information” action to retrieve the order details based on the information received by the trigger.
- Finally, select Microsoft Excel as an operation and set the “Add a record” action to add the retrieved order information to the specified Excel file.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- For Square’s “Get specific order information” action, set the order ID and other details obtained by the trigger as variables to dynamically specify which order to retrieve.
- When adding a record to Microsoft Excel, you can specify which file and sheet to use. You can also freely customize which Excel columns should contain each piece of data retrieved from Square, such as the order date and time and amount.
■Notes
- Connect Square, Square (Webhook), and Microsoft Excel to Yoom individually.
- Microsoft365 (formerly Office365) offers home and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
- For information on configuring operations that work with Microsoft Excel databases, see “Configuring operations for working with Excel databases”.
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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.
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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
Create Draft Invoice
List Credit Cards
Search Invoices
Publish Invoice
Create Order
Search for Order Information for a Specific Customer
Get Worksheet Information
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
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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