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提取 Square 销售汇总报告用于自动化报告和分析

中级

这是一个CRM领域的自动化工作流，包含 12 个节点。主要使用 If, Code, SplitOut, HttpRequest, ExecuteWorkflowTrigger 等节点。 提取 Square 销售汇总报告用于自动化报告和分析

前置要求
  • •可能需要目标 API 的认证凭证

使用的节点 (12)

If
Code
SplitOut
StickyNote
HttpRequest
ExecuteWorkflowTrigger

分类

客户关系管理
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e"
  },
  "nodes": [
    {
      "id": "7190490e-26f7-49f9-9e18-dd2770752d2d",
      "name": "获取 Square 位置",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -40,
        -60
      ],
      "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": "ae8f1a30-f38b-469f-8cdb-4499fdd33a9c",
      "name": "将位置转换为列表",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        180,
        -60
      ],
      "parameters": {
        "include": "selectedOtherFields",
        "options": {},
        "fieldToSplitOut": "locations",
        "fieldsToInclude": "id"
      },
      "typeVersion": 1
    },
    {
      "id": "80091b42-8c69-4a06-8d0d-8787246660b2",
      "name": "忽略无销售的位置",
      "type": "n8n-nodes-base.if",
      "position": [
        680,
        -60
      ],
      "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": "2f61bfb7-365a-48d7-b23c-d545571ed0a2",
      "name": "从 Square 获取销售数据",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        440,
        -60
      ],
      "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\": \"{{ $('When Executed by Another Workflow').item.json.report_date }}T00:00:00-05:00\",\n          \"end_at\": \"{{ $('When Executed by Another Workflow').item.json.report_date }}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": "ecca8b73-5e3a-4a96-a8a3-2c57afae7991",
      "name": "当由另一个工作流执行时",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "notes": "Supply a report date in the following format: (YYYY-MM-DD)\nExample (2025-07-23)",
      "position": [
        -300,
        -60
      ],
      "parameters": {
        "workflowInputs": {
          "values": [
            {
              "name": "report_date"
            }
          ]
        }
      },
      "notesInFlow": false,
      "typeVersion": 1.1
    },
    {
      "id": "bd38c6f7-92cd-46c9-b663-4aa77574fb5a",
      "name": "编译销售报告",
      "type": "n8n-nodes-base.code",
      "position": [
        960,
        -60
      ],
      "parameters": {
        "mode": "runOnceForEachItem",
        "jsCode": "// Date and Location Metadata\nconst date = $('When Executed by Another Workflow').item.json.report_date;\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": "8ed9e5b4-77e9-4595-996e-a315470bf845",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1080,
        -600
      ],
      "parameters": {
        "width": 660,
        "height": 1120,
        "content": "## 以编程方式将 Square 报告数据拉取到 N8N"
      },
      "typeVersion": 1
    },
    {
      "id": "5886b9ec-679e-42cc-b63d-84cd2dd10f22",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -380,
        -300
      ],
      "parameters": {
        "color": 7,
        "height": 420,
        "content": "## 触发器"
      },
      "typeVersion": 1
    },
    {
      "id": "3b550817-8c61-40ef-8b43-9405b75b90f4",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -120,
        -300
      ],
      "parameters": {
        "color": 7,
        "width": 460,
        "height": 420,
        "content": "## 获取 Square 门店并分别处理每个门店"
      },
      "typeVersion": 1
    },
    {
      "id": "272b09dc-e8b9-484e-acf0-7515a2f71580",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        360,
        -300
      ],
      "parameters": {
        "color": 7,
        "height": 420,
        "content": "## 从 Square 获取销售数据"
      },
      "typeVersion": 1
    },
    {
      "id": "75ad5252-c9c6-49a2-bb7f-60feee6d2f64",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        900,
        -300
      ],
      "parameters": {
        "color": 7,
        "height": 420,
        "content": "## 为每个门店编译报告"
      },
      "typeVersion": 1
    },
    {
      "id": "d9ff9532-0bcf-4d66-bd86-e7a7f34d580b",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        360,
        140
      ],
      "parameters": {
        "color": 3,
        "height": 260,
        "content": "## 时区警告"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {
    "When Executed by Another Workflow": [
      {
        "report_date": "2025-07-21"
      }
    ]
  },
  "connections": {
    "Get Square Locations": {
      "main": [
        [
          {
            "node": "Turn Locations Into List",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Compile Sales Reports": {
      "main": [
        []
      ]
    },
    "Get Sales from Square": {
      "main": [
        [
          {
            "node": "Ignore Locations w/o Sales",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Turn Locations Into List": {
      "main": [
        [
          {
            "node": "Get Sales from Square",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Ignore Locations w/o Sales": {
      "main": [
        [
          {
            "node": "Compile Sales Reports",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When Executed by Another Workflow": {
      "main": [
        [
          {
            "node": "Get Square Locations",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

中级 - 客户关系管理

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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内容创作
工作流信息
难度等级
中级
节点数量12
分类1
节点类型6
难度说明

适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

作者
Rosh Ragel

Rosh Ragel

@roshragel
外部链接
在 n8n.io 查看 →

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