Up-to-date, reliable metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to guarantee customer retention. Sourcetable is an ideal tool for assessing key data from Square and other platforms in one simple, accessible spreadsheet โ allowing users to analyze Square payments history, build MRR (monthly recurring revenue) and ARR (annual recurring revenue) reports and understand behaviour paying users at a glance.
Syncing your Square data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your websiteโs performance quickly and easily, without having to learn SQL.
Sourcetable intuitively brings together key data from over 35 different platforms and databases, including Square. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most โ selling your products.
Use out of the box tried and tested templates in order to merge database and payments data, and improve data collaboration across your entire organisation
Analyse your Square payments data alongside insights from other platforms, accessing cross channel reports in the blink of an eye
Compile all your Square data into one spreadsheet so you can query it and find the business intelligence behind the numbers.
Contains transaction, location, amount money and created at fields
Contains information of additional receipient receivable, refund, location, and amount money
Contains information of refund, location, amount money, description and additional recipient receivable
Contains location, break name, expected duration, is paid , version and timestamps of created at and updated at
Contains card type, brand, last4, expiration month, year, cardholder name, billing address, prepaid type and fingerprint
Contains payment information, card information, application cryptogram, identifier, and name, cvv status, avs status, device details, entry method, statement description, status, verification method and results
Contains catalog object id and name
Contains catalog object id, name, discount type, percentage, amount money, pin required, label color
Contains catalog object, name, description, abbrevation, label color, available online, available for pickup, available electronically, image url, product type, skip modifier screen
Contains catalog item, catalog modifier list, min selected modifier, max selected modifier, and enabled
Contains catalog item, catalog modifier list, catalog modifier, and on by default
Contains association of catalog item and catalog tax
Contains category item, name, sku, upc, ordinal, pricing type, price money, track inventory, inventory alert type and threshold, user data and service duration
Contains association of catalog object and location along with fields of present and absent
Contains catalog object, price money and name
Contains association of catalog modifier and catalog modifier list
Contains catalog object, name and selection type
Contains type, version, is deleted, catalog v1 ids, present at all locations, present at location ids, absent at location ids
Contains catalog object, calculation phase, name, inclusion type, percentage, enabled, applies to custom amounts
Contains family name, given name, nickname, email address, address, phone number, birthday, reference id, note, creation source
Contains associations of customer and card
Contains associations of customer and group info
Contains id and name
Contains first name, last name, id and timestamps of created at and updated at
Contains associations of employee and location
Contains employee, title and hourly wage
Contains catalog object, location, calculated at, catalog object type, state and quantity
Contains catalog item variation, item name, location, price money, price type, track inventory, inventory alert type and threshold
Contains name, address, capabilities, timezone, status, country, merchant id, currency, phone, business name, type, website url
Contains customer, location, reference id, order source name, closed at, state, return amount, net amount, total money, total tax money, total discount money and service charge money
Contains uid, order id, catalog object id, type, state, pickup details
Contains uid, order id, catalog object id, name, quantity, note, variation name, base price money, gross sales money, total tax money, total money, and total discount money
Contains uid, order id, catalog object id, type, name, percentage, scope, amount money, and applied money
Contains uid, order line item id, catalog object id, name, base price money and total price money
Contains uid, order id, catalog object id, name, type, percentage, applied money and scope
Contains uid and source order id
Contains order return id, source line item id, catalog object id, name, quantity, qunatity unit, note, variation name, variation total price money, base price money, gross sales money, total tax money, total money, total discount money
Contains information of order return line item, orer line item modifier, catalog object, base price money, total price money and name
Contains order id, catalog object id, name, percentage, taxable, amount money, applied money, total money, total tax money, calculation money
Contains information of location, order, customer, amount money, app free money, billing address, buyer email address, delay action, delay duration and until, employee id, note, receipt number, receipt url, status, total money
Contains location id, transaction id, order id, tender id, payment id, reason, amount money, amount currency, status, processing fee money
Contains location id, transaction id, order id, amount money, note, tip money, customer id, type, card details status, last4, fingerprint, entry method
Contains receivable id, tender id, location id, amount money and description
Contains location id, tender id, order id, client id, product, refunds, refernce ids, shipping address
Contains start of week, start of day local time, version and timestamps of created at and updated at
Online businesses integrating Square with Sourcetable have access to all relevant data on orders, purchases, skus, refunds, support tickets and signups.
Retail online stores
(eCommerce)Retail offline stores
B2B Platforms
Software as a Service
(SaaS) companiesB2C Marketplaces
Subscription services
Square + Sourcetable
Square + Sourcetable
Square + Sourcetable
Square + Mailchimp
Square + Sourcetable
Connect your Square data with 30+ other sources, and query the numbers to drive decisions and improve payment options.
Create workflow templates based on your Square payments history, and share with teammates, no knowledge of SQL required
Automate your Square data and processes so you can focus on running your business as successfully as possible