1.Monitors new payment transactions
Integrate Square and payment processing data to trigger receipt of fully completed transactions into your workflow.
Create completed online payment records in your ledger
Automatically monitor new payment transactions at your Square location across Square and Zapier Tables. Create and update when fully completed online transactions, customer lookup returns data, or payment amounts finalize β so you can filter completions, enrich customer fields, and write ledger records without manual data entry.
How this automation creates ledger payment records
When new Square payment transactions arrive but some are still in progress, reconciliation slows and errors creep into the ledger. This automation filters completed transactions and transforms payment data and then creates a consolidated payment record in Zapier Tablesβso your team can post accurately.
Squareor swap with your favorite app
2.Filters fully completed payments
Integrate Filter by Zapier and transaction status rules to continue only qualifying completed online transactions.
Filter by Zapieror swap with your favorite app
3.Transforms payment fields
Integrate Formatter by Zapier and data transformation tools to convert timestamps to ISO or unix dates and amounts to currency.
Formatter by Zapieror swap with your favorite app
4.Finds matching customers
Integrate Square and customer lookup data to map customer email and name into the ledger record fields.
5.Creates payment ledger record
Integrate Zapier Tables and ledger record tooling to create a payment row with date, amount, and customer details.
Zapier Tablesor swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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