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Sync Square data to Sourcetable


Square provides various solutions to run your business by offering financial services, hardware for contactless payments, and even point of sales systems. It allows users to track important business KPIs including Conversion by Payment Method, Conversion by Specific Input and Payment Platform Uptime, among others.

Sync Square data to Sourcetable

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Sourcetable logo

Find out how to make the most of your Square payment processing data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to guarantee customer retention. Sourcetable is an ideal tool for assessing key data from Square and other platforms in one simple, accessible spreadsheet – allowing users to analyze Square payments history, build MRR (monthly recurring revenue) and ARR (annual recurring revenue) reports and understand behaviour paying users at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.


Syncing your Square data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your website’s performance quickly and easily, without having to learn SQL.

All your business data in one place

Sourcetable intuitively brings together key data from over 35 different platforms and databases, including Square. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from your Square payment processing data with Sourcetable

A Magic Wand

Smart Templates

Use out of the box tried and tested templates in order to merge database and payments data, and improve data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyse your Square payments data alongside insights from other platforms, accessing cross channel reports in the blink of an eye

A Magic Wand

Ease Of use

Compile all your Square data into one spreadsheet so you can query it and find the business intelligence behind the numbers.

Who uses Square data in Sourcetable

💸 CFOs & Accountants

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

🏢 Ecommerce businesses

Here's a sample of Square data that will be available in your Sourcetable spreadsheets:

Show all (45)


Contains transaction, location, amount money and created at fields

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Contains information of additional receipient receivable, refund, location, and amount money

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Contains information of refund, location, amount money, description and additional recipient receivable

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Contains location, break name, expected duration, is paid , version and timestamps of created at and updated at

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Contains card type, brand, last4, expiration month, year, cardholder name, billing address, prepaid type and fingerprint

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Contains payment information, card information, application cryptogram, identifier, and name, cvv status, avs status, device details, entry method, statement description, status, verification method and results

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Contains catalog object id and name

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Contains catalog object id, name, discount type, percentage, amount money, pin required, label color

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Contains catalog object, name, description, abbrevation, label color, available online, available for pickup, available electronically, image url, product type, skip modifier screen

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Contains catalog item, catalog modifier list, min selected modifier, max selected modifier, and enabled

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Contains catalog item, catalog modifier list, catalog modifier, and on by default

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Contains association of catalog item and catalog tax

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Contains category item, name, sku, upc, ordinal, pricing type, price money, track inventory, inventory alert type and threshold, user data and service duration

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Contains association of catalog object and location along with fields of present and absent

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Contains catalog object, price money and name

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Contains association of catalog modifier and catalog modifier list

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Contains catalog object, name and selection type

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Contains type, version, is deleted, catalog v1 ids, present at all locations, present at location ids, absent at location ids

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Contains catalog object, calculation phase, name, inclusion type, percentage, enabled, applies to custom amounts

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Contains family name, given name, nickname, email address, address, phone number, birthday, reference id, note, creation source

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Contains associations of customer and card

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Contains associations of customer and group info

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Contains id and name

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Contains first name, last name, id and timestamps of created at and updated at

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Contains associations of employee and location

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Contains employee, title and hourly wage

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Contains catalog object, location, calculated at, catalog object type, state and quantity

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Contains catalog item variation, item name, location, price money, price type, track inventory, inventory alert type and threshold

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Contains name, address, capabilities, timezone, status, country, merchant id, currency, phone, business name, type, website url

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Contains customer, location, reference id, order source name, closed at, state, return amount, net amount, total money, total tax money, total discount money and service charge money

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Contains uid, order id, catalog object id, type, state, pickup details

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Contains uid, order id, catalog object id, name, quantity, note, variation name, base price money, gross sales money, total tax money, total money, and total discount money

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Contains uid, order id, catalog object id, type, name, percentage, scope, amount money, and applied money

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Contains uid, order line item id, catalog object id, name, base price money and total price money

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Contains uid, order id, catalog object id, name, type, percentage, applied money and scope

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Contains uid and source order id

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Contains order return id, source line item id, catalog object id, name, quantity, qunatity unit, note, variation name, variation total price money, base price money, gross sales money, total tax money, total money, total discount money

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Contains information of order return line item, orer line item modifier, catalog object, base price money, total price money and name

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Contains order id, catalog object id, name, percentage, taxable, amount money, applied money, total money, total tax money, calculation money

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Contains information of location, order, customer, amount money, app free money, billing address, buyer email address, delay action, delay duration and until, employee id, note, receipt number, receipt url, status, total money

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Contains location id, transaction id, order id, tender id, payment id, reason, amount money, amount currency, status, processing fee money

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Contains location id, transaction id, order id, amount money, note, tip money, customer id, type, card details status, last4, fingerprint, entry method

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Contains receivable id, tender id, location id, amount money and description

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Contains location id, tender id, order id, client id, product, refunds, refernce ids, shipping address

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Contains start of week, start of day local time, version and timestamps of created at and updated at

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Sample companies

Online businesses integrating Square with Sourcetable have access to all relevant data on orders, purchases, skus, refunds, support tickets and signups.

  • Retail online stores

  • Retail offline stores

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect your Square data with 30+ other sources, and query the numbers to drive decisions and improve payment options.

A Magic Wand


Create workflow templates based on your Square payments history, and share with teammates, no knowledge of SQL required

A Magic Wand


Automate your Square data and processes so you can focus on running your business as successfully as possible

Frequently Asked Questions

How do I sync my Square data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Square data.
How easy is it to visualize my Square data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you need to create shareable reports.
What common integrations do Sourcetable users combine with Square?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Square - and other payment processing platforms such as Braintree and Stripe - at a glance, without prior knowledge of SQL or other data languages.
Can I combine Square and Segment data using Sourcetable?
Both integrations can be combined in Sourcetable to build reporting funnels, such as leads-to-paying-customers. The Square data you need for analytics gets loaded right next to your web and mobile usage data in Segment, so you can start exploring what drives revenue up or down and the lifetime value of customers. Learn more about our pricing options.

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