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Square Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=square

Intro

Square, Inc. is a financial services, merchant services aggregator, and mobile payments company. You can use Domo's Square connector to retrieve financial data such as settlements, payments, refunds, and so on. To learn more about the Square API, go to https://docs.connect.squareup.com/.

The Square connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

This topic discusses the fields and menus that are specific to the Square connector user interface. For general information about adding DataSets, setting update schedules, and editing DataSet information, see Adding a DataSet Using a Data Connector.

Primary Use Cases

Use this connector to retrieve data about inventory, sales, payments, refunds, and bank deposits.

Primary Metrics

  • Items in inventory

  • Payment and sales information

  • Refunded amounts

  • Cashflow going to bank account

  • Locations payments are being made

  • Amounts generated per location

Primary Company Roles

  • CFO

  • Accounting

  • Sales

  • Warehouse

Average Implementation Time

A few minutes

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

Prerequisites

To connect to your Square account and create a DataSet, you must have the following:

  • The email address you use to log into your Square account

  • The password for your Square account 

Connecting to Square

This section enumerates the options in the Credentials and Details panes in the Square connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

The Square connector uses OAuth to connect. Click Add account to open the Square OAuth screen where you can enter the email address associated with your Square account and your password. An authenticated user session in Square in another browser tab should complete OAuth for the user with the active browser session. After you have entered valid credentials, you can use the same account in Domo any time you create a Square DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

In this pane you choose your report type as well as any required parameters.

Menu

Description

Report 

Select a Square report. The following reports are available:

Items 

Returns summary information for all of the merchant's items.

Locations Returns details on all locations in which transactions have been made.

Merchant 

Returns the merchant's account information, such as business name and email address.

Payments 

Returns summary information for all payments taken by the merchant or any of the merchant's mobile staff.

Refunds  

Returns details for all refunds initiated by the merchant or any of the merchant's mobile staff.

Settlements 

Returns summary information for all deposits and withdrawals initiated by Square to the merchant's bank account.

Date From

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in Date To.

Select Specific Date From

Select the first date in your date range.

Note: The connector will throw an error if a date range greater than 1 year is selected.
Date To Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Date From.
Select Specific Date To

Select the last date in your date range.

Note: The connector will throw an error if a date range greater than 1 year is selected.
Date From Offset

Enter the number of the farthest day back that should be represented in the report. Combine with Date To Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago.

Date To Offset

Enter the number of the most recent day that should be represented in the report. Combine with Date From Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago.

 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

  • Ensure your credentials are valid.

  • Make sure you have reasonable date ranges. The connector will throw an error if a date range greater than 1 year is selected.