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Transfer Data from Excel to Square

This article explains how to transfer data from Excel to Square using the Excel Add-In for Square.

The CData Excel Add-In for Square enables you to edit and save Square data directly from Excel. This article explains how to transfer data from Excel to Square. This technique is useful if you want to work on Square data in Excel and update changes, or if you have a whole spreadsheet you want to import into Square. In this example, you will use the Refunds table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Square connection by clicking From Square on the ribbon.

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.

Retrieve Data from Square

To insert data into Square, you will first need to retrieve data from the Square table you want to add to. This links the Excel spreadsheet to the Square table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Square button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Refunds table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Square

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyRefundsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Square, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Refunds sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.