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Square + Xledger

Square + Xledger

Square + Xledger integrations

Generate double entry GL items in Xledger for new payments in Square

Streamlining your follow-up workflows and stay responsive to new payments with this Zap. Once active, this integration triggers when a payment is successful in Square, automatically creating a double entry GL import in Xledger,

When this happens...
New PaymentTriggers when a new payment is created.
TriggerPolling
automatically do this!
Create Double Entry GL ItemCreates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
ActionWrite

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More things you can do with Square and Xledger

Discover other triggers and actions you can use with Square and Xledger

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- 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
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- 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
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- 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
Search or write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- External Identifier
- Number of Records
Trigger
Polling
Try It
- Voucher Number
  Required
- Transaction Source
  Required
- Credit Account
  Required
- Debit Account
  Required
- Voucher Date
  Required
- Due Date
- Invoice Number
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- Date
  Required
- Employee Code
  Required
- Expense Type
  Required
- Account Description
  Required
- Amount
  Required
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- Approved
  Required
- Ready For Approval
  Required
Action
Write
- Invoice Date
  Required
- Order Number
- Transaction Date
  Required
- Customer
  Required
- Product
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Tax Rule
- Currency
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- Approved
  Required
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Start Date
  Required
- Billable
  Required
- Timesheet Entry
  Required
- Fund Project
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
- Received Quantity
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- Employee
  Required
- Project
  Required
- Activity
  Required
- Date
  Required
- Text
- Working Hours
- Invoice Hours
- Time Type
  Required
Action
Write
- PO Header
  Required
Action
Write

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Account
  Required
- Pay method
  Required
- Posted Date
- Text
- Amount
- Fee
- Currency
  Required
- Bank Account
  Required
- Detail Amount
  Required
- Detail Text
- Detail Donor
  Required
- Detail Project
  Required
- Detail External Identifier
Action
Write
- Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Start Date
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Voucher Number
  Required
- Transaction Source
  Required
- Account
  Required
- Voucher Date
  Required
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company Code
  Required
- Company Description
  Required
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer Code
  Required
- Customer Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Country
  Required
- Phone
Action
Write
- Code
  Required
- Email
- Description
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Supplier Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Customer Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Code
  Required
Action
Write

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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About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

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