Automate Your Square Sales Reporting with n8n
detail.loadingPreview
Streamline your daily sales analysis by automatically fetching and processing your Square sales data. This n8n workflow provides a comprehensive overview of your business performance, saving you valuable time on manual reporting.
About This Workflow
This n8n workflow empowers you to gain deeper insights into your Square sales performance with minimal effort. It begins by fetching all your Square locations and then iterates through each, retrieving completed sales orders from the previous day. The workflow meticulously analyzes each order, calculating key metrics such as gross sales, net sales, total taxes, discounts, tips, and returns. It also breaks down tender types (cash, card, gift card, other) and accounts for processing fees and cash rounding adjustments. The final output provides a consolidated, easy-to-understand sales report for each location, enabling faster decision-making and a clearer understanding of your business's financial health.
Key Features
- Automated Daily Sales Data Retrieval: Pulls completed sales orders from Square for the previous day.
- Multi-Location Support: Processes sales data for all your connected Square locations.
- Comprehensive Financial Metrics: Calculates gross sales, net sales, taxes, discounts, tips, returns, and more.
- Tender Type Breakdown: Analyzes revenue by cash, card, gift card, and other tender types.
- Detailed Fee and Rounding Calculation: Accurately accounts for processing fees and cash rounding adjustments.
How To Use
- Connect Your Square Account: Ensure your Square account is authenticated within n8n using the provided HTTP Header authentication method.
- Configure Schedule Trigger: Set up a schedule trigger (e.g., daily) to initiate the workflow at your desired time.
- Verify Location Fetching: The 'Get Square Locations' node should successfully retrieve a list of your business locations.
- Inspect Sales Data: The 'Get Sales from Square' node is configured to fetch completed orders for the previous day. Review the JSON body to understand the data structure.
- Review Calculation Logic: The 'Compile Sales Reports' code node performs the core analysis. You can inspect the
jsCodeto understand how metrics are calculated and adjust if necessary for your specific needs. - Output and Integration: The workflow's output will contain the compiled sales report. You can then chain additional nodes to send this data to databases, spreadsheets, or other reporting tools.
Apps Used
Workflow JSON
{
"id": "8b8177c1-84cb-419e-a86e-ad15747dca75",
"name": "Automate Your Square Sales Reporting with n8n",
"nodes": 14,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 8b8177c1-84cb...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
Statistics
Related Workflows
Discover more workflows you might like
Universal CSV to JSON API Converter
Effortlessly transform CSV data into structured JSON with this versatile n8n workflow. Integrate it into any application as a custom API endpoint, supporting various input methods including file uploads and raw text.
Instant WooCommerce Order Notifications via Telegram
When a new order is placed on your WooCommerce store, instantly receive detailed notifications directly to your Telegram chat. Stay on top of your e-commerce operations with real-time alerts, including order specifics and a direct link to view the order.
On-Demand Microsoft SQL Query Execution
This workflow allows you to manually trigger and execute any SQL query against your Microsoft SQL Server database. Perfect for ad-hoc data lookups, administrative tasks, or quick tests, giving you direct control over your database operations.