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Zapier makes it easy to integrate Microsoft Office 365 with Square - no code necessary. See how you can get setup in minutes.

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Microsoft Office 365 logo
Microsoft Office 365
Microsoft Office 365 logo
Microsoft Office 365
1. Choose trigger event
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Square
Square logo
Square
2. Choose action
Microsoft Office 365 logo
1. Select the event
Setup
Test
Microsoft Office 365 logo
Microsoft Office 365
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

You’re connected!

Zapier seamlessly connects Microsoft Office 365 and Square, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Office 365 + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Square

What is required to set up an integration between Microsoft Office 365 and Square?

To set up the integration, you will need active accounts on both Microsoft Office 365 and Square. Ensure you have administrative access to configure the settings. Our platform will guide you through connecting both services by linking your accounts securely.

How often does data sync between Microsoft Office 365 and Square with this integration?

The frequency of data synchronization depends on the triggers and actions you've set up. For instance, if a new event in your Square account is used as a trigger for creating a calendar event in Microsoft Office 365, it will initiate as soon as the event occurs in Square.

Can I customize which data gets transferred between Microsoft Office 365 and Square?

Yes, you can define specific triggers and actions during setup that determine what data gets transferred. For example, you might set a trigger for when a new appointment is scheduled in Square to create or update a contact entry in Outlook.

Is there a limit on the number of actions I can automate using this integration?

There is no enforced limit on our side; however, performance may vary based on the number of automated tasks and actions you configure. It's advisable to prioritize critical automations for optimal efficiency.

What are some common triggers available when integrating Microsoft Office 365 with Square?

Common triggers include receiving new payments or bookings in Square that can lead to creating events in your Outlook calendar or adding entries to an Excel spreadsheet.

Are there security measures in place for data exchanged between Microsoft Office 365 and Square?

Absolutely, we utilize secure OAuth authentication during setup to protect your information. Data transmission is encrypted, ensuring secure interactions between both platforms.

Can I receive notifications from Microsoft Office 365 when certain events occur in my Square account?

Yes, you can configure triggers such as receiving a notification email whenever there's a new transaction or booking made through your Square account via Outlook’s email service.

Practical ways you can use Microsoft Office 365 and Square

Customer feedback analysis

Automating the process of gathering and analyzing customer feedback to identify trends and areas for improvement.

Business Owner
Project schedule tracking

Creating an automated system for tracking project schedules and deadlines, ensuring timely task completion and updates.

Project Management

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.

triggers, actions, or triggers and actions
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Office 365 on the Zapier blog

Learn how to automate Square on the Zapier blog

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office-365 logo
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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square logo
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About Square
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.
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