Microsoft Excel + Square

Manage new Square payments by adding rows in Microsoft Excel

Keep track of your Square payments directly in Microsoft Excel with this useful workflow. Whenever a new payment is registered in Square, it creates a new row in your chosen Excel spreadsheet. This efficient process lets you maintain an organized record of all your transactions without manual data entry, saving you time and ensuring accurate financial management.

Keep track of your Square payments directly in Microsoft Excel with this useful workflow. Whenever a new payment is registered in Square, it creates a new row in your chosen Excel spreadsheet. This efficient process lets you maintain an organized record of all your transactions without manual data entry, saving you time and ensuring accurate financial management.

  1. When this happens...
    SquareSquare
    New Payment

    Triggers when a new payment is created.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row(s)

    Adds one or more rows to the end of a worksheet (with line item support).

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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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Related categories

  • Microsoft
  • Spreadsheets

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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.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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