How it works

Follow these 4 simple steps to start receiving Square order data in Google Sheets with each line item as a separate row

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Order Created
App connector: Square • Time to complete: 0 minutes (Auto-configured)
Why this matters: This monitors your Square account for new orders and kicks off the entire workflow whenever a customer completes a purchase.

This step automatically connects to your Square account and checks for new orders every hour. When a new order is detected, it captures the basic order information including the order ID, creation time, and location details.

Retrieve Order
App connector: Square • Time to complete: 0 minutes (Auto-configured)
Why this matters: This fetches complete order details including all line items, pricing, taxes, and customer information needed for your spreadsheet.

This step takes the order ID from the trigger and retrieves the full order details from Square's API. It automatically pulls comprehensive data including line items, quantities, prices, taxes, discounts, and totals.

Loop
App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This processes each line item in the order separately, ensuring every product purchased gets its own row in your spreadsheet instead of cramming everything into one row.

This step iterates through each line item in the order to create separate processing cycles. For each line item, it makes available specific data like quantity, product name, base price, tax, discount, and total. The loop runs automatically for however many line items exist in each order.

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Add Row
App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This creates the actual spreadsheet entries, adding one row per line item with the specific columns you've selected during setup.

During setup, you'll configure the spreadsheet name and select which columns to include from options like Created At, Location ID, Line Item Quantity, Line Item Name, Base Price, Tax, Discount, and totals. Each selected field maps to specific data from the loop. The step automatically creates or updates your Google Sheets spreadsheet and adds a new row for each line item processed by the loop.

Make it your own

Customize this workflow even further:

Set order value thresholds
Add conditions to process only high-value orders, automatically flagging VIP customers or filtering out refunds and test transactions.
Connect to inventory management
Link order data to inventory systems to automatically update stock levels, trigger reorder alerts, or mark low-stock items for restocking.
Build customer profiles
Combine order history with customer data tools to create comprehensive buyer profiles, track purchase patterns, and identify repeat customers.
Deploy AI for order analysis
Use AI agents to categorize orders by type, detect unusual purchasing patterns, or automatically assign priority levels based on order characteristics.

Frequently asked questions

Can I track orders from multiple Square locations in the same spreadsheet?
Yes, the workflow captures the Location ID for each order, so you can filter and organize data by location within your spreadsheet. Each row will show which location processed the order.
What happens if an order has modifiers or custom options applied to line items?
The workflow captures the final calculated prices including any modifiers, but doesn't break down individual modifier details. You'll see the total price for each line item with all customizations included.
Will this workflow create duplicate rows if I modify an existing order in Square?
The trigger only fires on new order creation, so order modifications won't create duplicate rows. If you need to track order updates, you'll need to set up a separate workflow for order modifications.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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