Pull Square Sales Summary Reports for Automated Reporting and Analysis

## Programmatically Pull Square Report Data Into N8N ## What It Does This sub-workflow connects to the Square API and generates a daily sales summary report for all of your Square locations. The report matches the figures displayed in the Square Dashboard > Reports > Sales Summary. It's designed to be reused in other workflows, ideal for reporting, data storage, accounting, or automation. ## Prerequisites To use this workflow, you'll need: - Square API credentials (configured as a Header Auth credential) ## How to Set Up Square Credentials: - Go to Credentials > Create New - Choose Header Auth - Set the Name to Authorization - Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) ## How It Works 1. Trigger: The workflow is triggered as a sub-workflow, requiring a report_date input. 2. Fetch Locations: An HTTP request gets all Square locations linked to your account. 3. Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date. 4. Filter Empty Locations: Locations with no sales are ignored. 5. Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square's built-in Sales Summary report. 6. Output: A cleaned, consistent summary that can be consumed by parent workflows or other nodes. ## Example Use Cases - Automatically store daily sales data in Google Sheets, MySQL, or PostgreSQL for analysis and historical tracking - Automatically send daily email or Slack reports to managers or finance teams - Build weekly/monthly reports by looping over multiple dates - Push sales data into accounting software like QuickBooks or Xero for automated bookkeeping - Calculate commissions or rent payments based on sales volume ## How to Use - Configure both HTTP Request nodes to use your Square API credential. - If you are not in the Toronto/New York timezone, please change the start_at and end_at parameters in the second HTTP node from -05:00 to your local timezone - Use as a sub-workflow inside a main workflow. - Pass a report_date (formatted as YYYY-MM-DD) to the sub-workflow when you call it. ## Customization Options - Add pagination to handle locations with more than 1,000 orders per day. - Expand the workflow to save or send the report output via additional integrations (email, database, webhook, etc.). ## Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data—whether for operations, finance, or performance monitoring.

Platform

n8n

Category

Data & Analytics

Price

Free

Creator

Rosh Ragel

• if
• code
• splitOut
• stickyNote
• httpRequest
• executeWorkflowTrigger