Importer automatiquement le rapport de synthèse des ventes Square vers Google Sheets
Intermédiaire
Ceci est unCRMworkflow d'automatisation du domainecontenant 14 nœuds.Utilise principalement des nœuds comme If, Code, SplitOut, HttpRequest, GoogleSheets. Importer automatiquement les rapports de vente récapitulatifs Square dans Google Sheets
Prérequis
- •Peut nécessiter les informations d'identification d'authentification de l'API cible
- •Informations d'identification Google Sheets API
Nœuds utilisés (14)
Catégorie
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "8943addf-613e-4169-a9e5-58debec9e076",
"name": "Obtenir les établissements Square",
"type": "n8n-nodes-base.httpRequest",
"position": [
1040,
540
],
"parameters": {
"url": "https://connect.squareup.com/v2/locations",
"options": {},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "7bebea87-6c2e-4a90-8ba5-d4912370bce5",
"name": "Transformer les établissements en liste",
"type": "n8n-nodes-base.splitOut",
"position": [
1260,
540
],
"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
},
"typeVersion": 1
},
{
"id": "ca074893-cb12-49eb-ac27-87f7468932c8",
"name": "Ignorer les établissements sans ventes",
"type": "n8n-nodes-base.if",
"position": [
1760,
540
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "498f5fab-6930-4e89-9fbe-0d67671da8d2",
"operator": {
"type": "array",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.orders }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "4431553a-1ddb-4789-abd6-2011a3f53efc",
"name": "Obtenir les ventes de Square",
"type": "n8n-nodes-base.httpRequest",
"position": [
1520,
540
],
"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "63126724-cdf0-443f-80b9-6355cb39212c",
"name": "Compiler les rapports de ventes",
"type": "n8n-nodes-base.code",
"position": [
2040,
540
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Schedule Trigger').item.json['Readable date'].split(',')[0];\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
},
"typeVersion": 2
},
{
"id": "deb2feb9-da4d-47bd-8bbd-bdb09f43a1b3",
"name": "Note adhésive",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
0
],
"parameters": {
"width": 660,
"height": 1340,
"content": "## Automatically Pull Square Report Data Into Google Sheets\n\n## What It Does \nThis workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run daily and pull the previous day's sales into a Google Sheet for easy analysis and reporting.\n\n## Prerequisites \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Google Sheets credential\n\n## How to Set Up Square Credentials: \n- Go to **Credentials > Create New** \n- Choose **Header Auth** \n- Set the **Name** to `Authorization` \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works \n1. **Trigger:** The workflow runs every day at 4:00 AM \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the specified report_date \n4. **Filter Empty Locations:** Locations with no sales are ignored \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report \n6. **Output:** A cleaned, consistent summary that can be consumed by parent workflows or other nodes\n\n## Example Use Cases \n- Automatically store daily sales data in Google Sheets for analysis and historical tracking \n- Automatically create charts or visualizations based on the imported data \n- Build weekly/monthly reports by looping over multiple dates \n- Quickly calculate commissions or rent payments based on sales volume\n\n## How to Use \n- Configure both HTTP Request nodes to use your Square API credential \n- Set the workflow to **Active** so it runs automatically \n- Select the Google Sheet you want to import data into and map the data to your columns\n\n## Customization Options \n- Add pagination to handle locations with more than 1,000 orders per day \n- Expand the workflow to save or send the report output via additional integrations (email, database, webhook, etc.)\n\n## Why It's Useful \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.\n"
},
"typeVersion": 1
},
{
"id": "2a40012c-8487-45a8-8398-7f656679ff67",
"name": "Note adhésive1",
"type": "n8n-nodes-base.stickyNote",
"position": [
700,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Trigger \n- This workflow runs every day at 4:00 AM. \n- Each day, it pulls the previous day's sales data from Square.\n"
},
"typeVersion": 1
},
{
"id": "1517eef0-281f-43a9-ba60-542c9f93f1ce",
"name": "Note adhésive2",
"type": "n8n-nodes-base.stickyNote",
"position": [
960,
340
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## Get Square Locations and Process Each One Separately \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
},
"typeVersion": 1
},
{
"id": "5a6ad643-5f29-49d0-ab37-acfaf95eae45",
"name": "Note adhésive3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1440,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Get Sales from Square \n- This HTTP node retrieves all orders for the given location on the specified date."
},
"typeVersion": 1
},
{
"id": "11e6e1e9-7ca8-4f44-98dc-1b140222d8ff",
"name": "Note adhésive4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1980,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Compile a Report for Each Location \n- This code node calculates totals for each location. \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
},
"typeVersion": 1
},
{
"id": "ab30e56c-3981-41e4-a600-d43802d942e5",
"name": "Déclencheur programmé",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
780,
540
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "9a840211-a8de-481b-a262-d6728c0116e6",
"name": "Note adhésive5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2240,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Upload Each Report to Google Sheets \n- Each location's sales will be uploaded to a Google Sheet for easy analysis and record-keeping.\n"
},
"typeVersion": 1
},
{
"id": "b58d40a6-049e-4b0d-8397-1cf0b1b2bf9f",
"name": "Téléverser les ventes vers Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
2300,
540
],
"parameters": {
"columns": {
"value": {
"Card": "={{ $json.card }}",
"Cash": "={{ $json.cash }}",
"Date": "={{ $json.date }}",
"Fees": "={{ $json.fees }}",
"Tips": "={{ $json.total_tip }}",
"Other": "={{ $json.other }}",
"Taxes": "={{ $json.total_tax }}",
"Returns": "={{ $json.total_returns }}",
"Location": "={{ $json.location_name }}",
"Gift Card": "={{ $json.gift_card }}",
"Net Sales": "={{ $json.net_sales }}",
"Net Total": "={{ $json.net_total }}",
"Gross Sales": "={{ $json.gross_sales }}",
"Location ID": "={{ $json.location_id }}",
"Total Money": "={{ $json.total_payments_collected }}",
"Cash Rounding": "={{ $json.cash_rounding }}",
"Total Discount": "={{ $json.total_discount }}"
},
"schema": [
{
"id": "Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Location ID",
"type": "string",
"display": true,
"required": false,
"displayName": "Location ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Location",
"type": "string",
"display": true,
"required": false,
"displayName": "Location",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Gross Sales",
"type": "string",
"display": true,
"required": false,
"displayName": "Gross Sales",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Returns",
"type": "string",
"display": true,
"required": false,
"displayName": "Returns",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total Discount",
"type": "string",
"display": true,
"required": false,
"displayName": "Total Discount",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Net Sales",
"type": "string",
"display": true,
"required": false,
"displayName": "Net Sales",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Taxes",
"type": "string",
"display": true,
"required": false,
"displayName": "Taxes",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Tips",
"type": "string",
"display": true,
"required": false,
"displayName": "Tips",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Cash Rounding",
"type": "string",
"display": true,
"required": false,
"displayName": "Cash Rounding",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total Money",
"type": "string",
"display": true,
"required": false,
"displayName": "Total Money",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Cash",
"type": "string",
"display": true,
"required": false,
"displayName": "Cash",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Card",
"type": "string",
"display": true,
"required": false,
"displayName": "Card",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Gift Card",
"type": "string",
"display": true,
"required": false,
"displayName": "Gift Card",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Other",
"type": "string",
"display": true,
"required": false,
"displayName": "Other",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Fees",
"type": "string",
"display": true,
"required": false,
"displayName": "Fees",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Net Total",
"type": "string",
"display": true,
"required": false,
"displayName": "Net Total",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1213795200,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/15_kD4zmytEy-Rcpti_etCYSE_T4dJJiY0FkDgE1AbnA/edit#gid=1213795200",
"cachedResultName": "Data"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "15_kD4zmytEy-Rcpti_etCYSE_T4dJJiY0FkDgE1AbnA",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/15_kD4zmytEy-Rcpti_etCYSE_T4dJJiY0FkDgE1AbnA/edit?usp=drivesdk",
"cachedResultName": "2025 Sales"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "9zTRQkN0dmrqrNaj",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "68479e42-ed7c-43f9-864a-5f42381cdf02",
"name": "Note adhésive6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2500,
340
],
"parameters": {
"height": 520,
"content": "## Setting up Your Google Sheet\nHere are the columns you can create in your Google sheet:\n- Date\n- Location ID\n- Location Name\n- Gross Sales\n- Discounts\n- Returns\n- Net Sales\n- Taxes\n- Tips\n- Cash Rounding\n- Total Money Collected\n- Cash\n- Card\n- Gift Card\n- Other Payment Method\n- Fees\n- Net Total\n"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"ab30e56c-3981-41e4-a600-d43802d942e5": {
"main": [
[
{
"node": "8943addf-613e-4169-a9e5-58debec9e076",
"type": "main",
"index": 0
}
]
]
},
"8943addf-613e-4169-a9e5-58debec9e076": {
"main": [
[
{
"node": "7bebea87-6c2e-4a90-8ba5-d4912370bce5",
"type": "main",
"index": 0
}
]
]
},
"63126724-cdf0-443f-80b9-6355cb39212c": {
"main": [
[
{
"node": "b58d40a6-049e-4b0d-8397-1cf0b1b2bf9f",
"type": "main",
"index": 0
}
]
]
},
"4431553a-1ddb-4789-abd6-2011a3f53efc": {
"main": [
[
{
"node": "ca074893-cb12-49eb-ac27-87f7468932c8",
"type": "main",
"index": 0
}
]
]
},
"7bebea87-6c2e-4a90-8ba5-d4912370bce5": {
"main": [
[
{
"node": "4431553a-1ddb-4789-abd6-2011a3f53efc",
"type": "main",
"index": 0
}
]
]
},
"ca074893-cb12-49eb-ac27-87f7468932c8": {
"main": [
[
{
"node": "63126724-cdf0-443f-80b9-6355cb39212c",
"type": "main",
"index": 0
}
]
]
}
}
}Foire aux questions
Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Intermédiaire - CRM
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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Niveau de difficulté
Intermédiaire
Nombre de nœuds14
Catégorie1
Types de nœuds7
Description de la difficulté
Auteur
Rosh Ragel
@roshragelLiens externes
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