自动将Square销售汇总报告导入Google表格
中级
这是一个CRM领域的自动化工作流,包含 14 个节点。主要使用 If, Code, SplitOut, HttpRequest, GoogleSheets 等节点。 自动将Square销售汇总报告导入Google表格
前置要求
- •可能需要目标 API 的认证凭证
- •Google Sheets API 凭证
分类
工作流预览
可视化展示节点连接关系,支持缩放和平移
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",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "8943addf-613e-4169-a9e5-58debec9e076",
"name": "获取 Square 位置",
"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": "将位置转换为列表",
"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": "忽略无销售的位置",
"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": "从 Square 获取销售数据",
"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": "编译销售报告",
"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": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
0
],
"parameters": {
"width": 660,
"height": 1340,
"content": "## 自动将 Square 报告数据拉取到 Google Sheets"
},
"typeVersion": 1
},
{
"id": "2a40012c-8487-45a8-8398-7f656679ff67",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
700,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## 触发器"
},
"typeVersion": 1
},
{
"id": "1517eef0-281f-43a9-ba60-542c9f93f1ce",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
960,
340
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## 获取 Square 位置并分别处理每个位置"
},
"typeVersion": 1
},
{
"id": "5a6ad643-5f29-49d0-ab37-acfaf95eae45",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1440,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## 从 Square 获取销售数据"
},
"typeVersion": 1
},
{
"id": "11e6e1e9-7ca8-4f44-98dc-1b140222d8ff",
"name": "便签说明4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1980,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## 为每个位置编译报告"
},
"typeVersion": 1
},
{
"id": "ab30e56c-3981-41e4-a600-d43802d942e5",
"name": "定时触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
780,
540
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "9a840211-a8de-481b-a262-d6728c0116e6",
"name": "便签说明5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2240,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## 将每个报告上传到 Google Sheets"
},
"typeVersion": 1
},
{
"id": "b58d40a6-049e-4b0d-8397-1cf0b1b2bf9f",
"name": "上传销售数据到 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": "便签 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2500,
340
],
"parameters": {
"height": 520,
"content": "## 设置您的 Google Sheet"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Schedule Trigger": {
"main": [
[
{
"node": "Get Square Locations",
"type": "main",
"index": 0
}
]
]
},
"Get Square Locations": {
"main": [
[
{
"node": "Turn Locations Into List",
"type": "main",
"index": 0
}
]
]
},
"Compile Sales Reports": {
"main": [
[
{
"node": "Upload Sales to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"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
}
]
]
}
}
}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。
相关工作流推荐
自动通过 Gmail 发送 Square 每日销售报告
自动通过 Gmail 发送 Square 每日销售报告
If
Code
Gmail
+5
15 节点Rosh Ragel
客户关系管理
自动通过 Microsoft Outlook 发送 Square 每日销售摘要报告
自动通过 Microsoft Outlook 发送 Square 每日销售摘要报告
If
Code
Split Out
+5
15 节点Rosh Ragel
客户关系管理
自动通过 Gmail 发送 Square 每周销售报告
自动通过 Gmail 发送 Square 每周销售报告
If
Code
Gmail
+5
16 节点Rosh Ragel
客户关系管理
自动通过 Outlook 发送 Square 每周销售报告
自动通过 Outlook 发送 Square 每周销售报告
If
Code
Split Out
+5
16 节点Rosh Ragel
客户关系管理
提取 Square 销售汇总报告用于自动化报告和分析
提取 Square 销售汇总报告用于自动化报告和分析
If
Code
Split Out
+3
12 节点Rosh Ragel
客户关系管理
自动通过 Gmail 发送 Square 月度销售报告
自动通过 Gmail 发送 Square 月度销售报告
If
Code
Gmail
+5
16 节点Rosh Ragel
内容创作