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Zapier makes it easy to integrate Microsoft Excel with Square - no code necessary. See how you can get setup in minutes.
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Help
Microsoft Excel
Microsoft Excel
1. Choose trigger event
Square
Square
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Inventory Change Type
Required
Location
Required
Catalog Object
Required
Quantity
Required
Ignore unchanged counts
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Required
Order ID
Required
Customer ID
Required
Accepted_payment_methods
Required
Payment due date
Required
Tipping enabled
Invoice title
Invoice number
Description
Delivery method
Required
Scheduled at
Date of sale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment
Required
Refund amount
Reason
Team member
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Help_text
Location
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
First Name
Last Name
Email_address
Phone_number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer_id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Location
Required
Field_help
Customer
Fulfillment_state
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Location
Required
Field_help
Customer
Fulfillment_state
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and Square with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Add Customer to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Microsoft Excel and Square
Track new payment data in Excel
Stay on top of your small business transactions. When a new payment is created in Square, Zapier automatically adds the transaction details as a new row in a Microsoft Excel spreadsheet stored in your OneDrive for Business. This workflow helps you maintain accurate financial records and saves hours of data entry.
Keep customer records centralized. When a new customer is created in Square, Zapier automatically logs their details into a Microsoft Excel spreadsheet. This automation ensures all customer information is neat and organized for troubleshooting or for sharing with other departments.
Automate payment documentation. When a new order is processed in Square, Zapier automatically updates your Microsoft Excel sheet by adding the necessary billing details. This workflow saves time, ensures accuracy, and keeps your project finances well-organized.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Square on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Square
How can I integrate Microsoft Excel with Square?
You can integrate Microsoft Excel with Square by using our integration tools that support triggers and actions between the two applications. This involves setting up workflows where data from Square transactions can automatically update an Excel spreadsheet.
What data can be synchronized between Square and Excel?
You can synchronize various data sets including sales transactions, customer information, and inventory counts from Square. These data points can trigger updates or additions in your Excel spreadsheets, helping you maintain up-to-date records.
Are there triggers available for when a new transaction occurs in Square?
Yes, when a new transaction is completed in Square, it can trigger actions such as updating a row or adding new data to your Excel sheet. We support multiple triggers that help automate your workflow across both platforms.
Can I update my product inventory in Excel based on changes made in Square?
Absolutely! When your product inventory changes in Square, such as adding or removing items, it can trigger automatic updates to your corresponding inventory records in Excel. This helps ensure consistency across your platforms.
Is it possible to export sales reports from Square to an Excel spreadsheet?
Yes, you can automatically export sales reports from Square into an Excel spreadsheet. By setting up specific actions triggered by new report generation in Square, you ensure seamless integration of your sales data for further analysis or reporting.
How do I handle errors during the integration process between Excel and Square?
When errors occur during the integration process, our system will notify you with detailed error messages. You can manage these through our dashboard, which provides tools for troubleshooting and resolving common issues efficiently.
What if I need custom triggers or actions not currently available?
If you need custom triggers or actions beyond what we currently offer, we recommend reaching out through our support channels. Our team may assist with creating specialized workflows tailored to your specific use cases.
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
