• Square logoSquare logo
  • Microsoft Excel logoMicrosoft Excel logo

Square + Microsoft Excel Integrations

How to connect Square + Microsoft Excel

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  • Square triggers, actions, and search
    New Catalog Item
    Triggers when a new catalog item is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Add Customer to Group
    Adds a customer to a group.
    Action
    Write
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Square triggers, actions, and search
    Create Invoice
    Creates a new draft invoice for an order.
    Action
    Write
  • Square triggers, actions, and search
    Create Order
    Creates an order.
    Action
    Write
  • Square

    Removes a customer from a group.

    Scheduled

    Action

  • Square

    Sends an existing draft invoice.

    Scheduled

    Action

  • Square

    Updates a customer.

    Scheduled

    Action

  • Square

    Finds a customer based on email, phone number, or reference ID.

    Scheduled

    Action

  • Square

    Finds an order based on customer, fulfillment status, or order state.

    Scheduled

    Action

  • Square

    Find a customer. Optionally, create one if none are found.

    Scheduled

    Action

  • Square

    Find an order. Optionally, create one if none are found.

    Scheduled

    Action

  • Microsoft Excel

    Triggers when a new row is added to a worksheet in a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a new row is added to a table in a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a new worksheet is added to a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a row is added or updated in a worksheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Adds a new row to the end of a worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Adds a new row to the end of a specific table.

    Scheduled

    Action

  • Microsoft Excel

    Creates a new spreadsheet

    Scheduled

    Action

  • Microsoft Excel

    Updates a row in a specific worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Finds a row by a column and value. Returns the entire row if one is found.

    Scheduled

    Action

  • Microsoft Excel

    Finds or creates a specific find row.

    Scheduled

    Action

How Square + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Square and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Square Tutorials

Microsoft Excel Tutorials

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square logo

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.
Learn more

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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.

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