🤝 Pull Square sales summary reports for automated reporting and analysis

⚡ 374 views · 🤝 CRM & Sales Operations

Description

Programatically Pull Square Report Data Into N8N

What It Does

This sub-workflow connects to the Square API and generates a daily sales summary report for all of your Square locations. The report matches the figures displayed in the Square Dashboard > Reports > Sales Summary.

It’s designed to be reused in other workflows, ideal for reporting, data storage, accounting, or automation.

Prerequisites

To use this workflow, you’ll need:

• Square API credentials (configured as a Header Auth credential)

How to Set Up Square Credentials:

• Go to Credentials > Create New
• Choose Header Auth
• Set the Name to “Authorization”
• Set the Value to your Square Access Token (e.g., Bearer <your-api-key>)

How It Works

1. Trigger: The workflow is triggered as a sub-workflow, requiring a report_date input.
2. Fetch Locations: An HTTP request gets all Square locations linked to your account.
3. Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date.
4. Filter Empty Locations: Locations with no sales are ignored.
5. Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report.
6. Output: A cleaned, consistent summary that can be consumed by parent workflows or other nodes.

Example Use Cases

• Automatically store daily sales data in Google Sheets, MySQL, or PostgreSQL for analysis and historical tracking
• Automatically send daily email or Slack reports to managers or finance teams
• Build weekly/monthly reports by looping over multiple dates
• Push sales data into accounting software like QuickBooks or Xero for automated bookkeeping
• Calculate commissions or rent payments based on sales volume

How to Use

• Configure both HTTP Request nodes to use your Square API credential.
• If you are not in the Toronto/New York Timezone, please change the “start_at” and “end_at” parameters in the second HTTP node from “-05:00” to your local timezone
• Use as a sub-workflow inside a main workflow.
• Pass a report_date (formatted as YYYY-MM-DD) to the sub-workflow when you call it.

Customization Options

• Add pagination to handle locations with more than 1,000 orders per day.
• Expand the workflow to save or send the report output via additional integrations (email, database, webhook, etc.).

Why It’s Useful

This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data—whether for operations, finance, or performance monitoring.

🔗 Nodes Used

HTTP Request, Execute Workflow Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup