Automate Your Square Sales Reporting with n8n
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Streamline your business analytics by automatically fetching and compiling detailed sales reports directly from your Square account. This n8n workflow provides a comprehensive breakdown of sales, taxes, discounts, tips, and tender types per location and date.
About This Workflow
This n8n workflow empowers you to gain deeper insights into your Square sales performance without manual data entry. It starts by fetching all your Square locations and then retrieves completed orders for a specified date. For each location with sales, it compiles a detailed report including total revenue, taxes, discounts, tips, and tender breakdowns (cash, card, gift card). It also accounts for returns, cash rounding adjustments, and processing fees, providing a truly holistic view of your financial transactions. The workflow can be triggered by another n8n workflow, allowing for seamless integration into your existing automation ecosystem.
This automated process significantly reduces the time and effort required for financial reporting, freeing up your valuable time to focus on growing your business.
Key Features
- Automated Sales Data Retrieval: Connects directly to your Square API to pull order and location data.
- Granular Sales Breakdown: Calculates totals for money, tax, discounts, tips, and returns.
- Tender Type Analysis: Differentiates revenue by cash, card, gift card, and other payment methods.
- Location-Specific Reporting: Compiles reports for each individual Square location.
- Date-Based Filtering: Allows you to specify the exact date for which you want sales data.
- Handles Returns and Adjustments: Accurately reflects returns, cash rounding, and processing fees.
How To Use
- Trigger Setup: The workflow is triggered by the "When Executed by Another Workflow" node. Ensure you pass the
report_dateparameter inYYYY-MM-DDformat when executing this workflow from another. - Connect Square Credentials: Configure your Square API credentials in n8n. This workflow uses HTTP Header Authentication, so ensure your
Square Header Authcredential is set up correctly with the necessary token. - Retrieve Locations: The "Get Square Locations" node fetches all your active Square locations. This data is used to identify and name your sales locations.
- Fetch Orders: The "Get Sales from Square" node makes a POST request to the Square Orders API. It uses the provided
report_dateand thelocation_idobtained from the split-out node to retrieve completed orders. - Filter Empty Sales: The "Ignore Locations w/o Sales" node checks if any orders were returned for a given location. If no orders are found, the location is excluded from further processing.
- Compile Sales Report: The "Compile Sales Reports" code node iterates through the retrieved orders. It calculates various financial metrics such as total money, tax, discounts, tips, returns, tender types, cash rounding, and fees for each location.
- Output: The compiled sales report data is then available for further processing or export by subsequent nodes in your n8n workflow.
Apps Used
Workflow JSON
{
"id": "8a266b09-8b30-4214-bf09-b2f9c8cebe5a",
"name": "Automate Your Square Sales Reporting with n8n",
"nodes": 21,
"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.
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ID: 8a266b09-8b30...
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