# Square

Square is a point-of-sale and commerce platform used by retailers, restaurants, and service businesses to accept payments, manage inventory, and run operations. Connecting Square to Coupler.io lets you pull your sales, customer, staff, and catalog data into any destination for reporting and analysis.

## Why connect Square to Coupler.io?

* Centralize Square data — orders, payments, refunds, inventory — in Google Sheets, BigQuery, or Looker Studio without manual exports
* Combine multiple Square entities in a single data flow using Join or Append transformations
* Send Square data to AI destinations like ChatGPT, Claude, or Gemini for automated insights and summaries
* Keep dashboards up to date with scheduled refreshes on any cadence

## Prerequisites

* An active Square account (any plan)
* Owner or admin access to the Square account you want to connect — this ensures Coupler.io can read all required data

## Quick start

{% hint style="success" %}
If you want a combined view of sales performance, start with the **Orders** and **Payments** entities, then use the Join transformation to link them by order ID.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to Coupler.io, go to the Data Flows section, and click **Add data flow**. Search for and select **Square** as your source.
{% endstep %}

{% step %}
**Authorize your Square account.** Click **Connect** and sign in to your Square account when prompted. Coupler.io uses OAuth, so no API keys are needed — just approve the permissions request.
{% endstep %}

{% step %}
**Select an entity.** Choose which data you want to pull — for example, Orders, Payments, Customers, or Inventory. Each entity maps to a specific set of Square data.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, Gemini, Cursor, Perplexity, or OpenClaw.
{% endstep %}

{% step %}
**Run your data flow.** Click **Run** to execute the data flow manually. Once it completes successfully, your Square data will appear in the destination you chose.
{% endstep %}
{% endstepper %}

## Available entities

| Entity            | What it contains                            |
| ----------------- | ------------------------------------------- |
| Orders            | All orders placed across your locations     |
| Payments          | Payment transactions linked to orders       |
| Refunds           | Refunded payments with amounts and reasons  |
| Customers         | Customer profiles and contact details       |
| Items             | Catalog items and variations                |
| Categories        | Catalog item categories                     |
| Discounts         | Discount definitions from your catalog      |
| Taxes             | Tax rules applied to items                  |
| Modifier lists    | Add-on and modifier options for items       |
| Inventories       | Stock levels by item variation and location |
| Locations         | Your business locations and their details   |
| Team members      | Staff profiles                              |
| Team member wages | Wage settings per team member               |
| Shifts            | Employee shift records                      |
| Bank accounts     | Linked bank account information             |
| Cash drawers      | Cash drawer shift summaries                 |
| Loyalties         | Loyalty program accounts and points         |