Use the CData ODBC Driver for Square in Microsoft Power Query

The CData ODBC Driver for Square enables you to link to Square data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Square data into Microsoft Power Query.

Connect to Square as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Square uses the OAuth authentication standard. To authenticate using OAuth, you will need to register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.

Import Square Data

Follow the steps below to import Square data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData Square Source

3. Enter the SELECT statement to import data with. For example:

   SELECT Reason, RefundedMoneyAmount FROM Refunds

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.