thread Re: Square API's - Do you use them? in Community Corner

Square API's - Do you use them?

WoodCandleCo — Tue, 04 Mar 2025 20:17:33 GMT

I've been wadding in the shallow end of API's. I'm curious to learn how others may or may not be using them...

Who uses Square's API's?
Do you have a favorite?
How has it changed your business for the better?
Any tips?

Re: Square API's - Do you use them?

Candlestore — Tue, 04 Mar 2025 21:03:20 GMT

I started to try to get the Square API calls for exporting my Sales. I could see I connected, but never was able to see the csv files of the API export. I wanted Excel Power Query to pull the reports at a certain time each day, then run a few formulas and change Headers to have the data formatted for my Accounting software. I use to use Quickbooks Desktop with a CSV importer. Only issue I had was i had to merge 2 Square Transaction Reports and do a calculation for the Total Sales Tax. That eliminated rounding errors between Square and Quickbooks. I was hoping the API calls by Excel to Square would get the sales data, and the reformat it for me to import to QuickBooks. I know I could try QBO, but I hear horror stories of people having issues with the integration.

Tax time came upon us for 2024, and that was more important than messing with the API.

I will tag @JTPets, I think he was using API's and told me to ask if I needed anything.

Re: Square API's - Do you use them?

JTPets — Tue, 04 Mar 2025 23:22:31 GMT

If you dont mind using google sheets I got a sales export snippet for 91 days export automatically with a "production" api key

https://community.squareup.com/t5/Retail-and-eCommerce/Order-predictions-based-on-91-days-of-sales-history/td-p/769995

Re: Square API's - Do you use them?

JTPets — Tue, 04 Mar 2025 23:23:50 GMT

This code extracts your catalog and image urls and inventory to google sheets:
https://community.squareup.com/t5/Retail-and-eCommerce/Export-your-item-urls-inventory-and-image-urls-other-data-to/td-p/758897

Re: Square API's - Do you use them?

JTPets — Tue, 04 Mar 2025 23:30:29 GMT

I combine this data API exports with a catalog export for vendor informationI from the dashboard - then use use those 2 API codes to extract my catalog data and my sales data to create an order projection tool that allows me to select any vendor and generate an order for 45 days worth of stock based on 91 days of sales.

I also have an audit tool to ensure items have taxes, low stock alerts, out of stock alerts, and a few other checks

I also use those same sheets to build a google merchant center auto updater

I am looking for more use cases myself to improve my business, considering using them to build catalogs for upload to 3rd party platforms like etsy, walmart or amazon shopping.

Happy to collaborate!

*I used AI to do all of this I can't code much more than an HTML page lol

Re: Square API's - Do you use them?

JTPets — Tue, 04 Mar 2025 23:35:48 GMT

Also going to tell you to use developer.squareup.com if you get stuck they have their own community forum as well seperate from this once. However I have urged them to thin the walls between these two communities

Re: Square API's - Do you use them?

WoodCandleCo — Fri, 07 Mar 2025 05:30:02 GMT

This...is impressive. LOL! I'm glad to know I'm not the only one trying to use AI for API's. I'm having a hard time with the customer endpoint. Loyalty endpoint seems to be functioning correctly. I see your GitHub link...I'll have to take a look at what ya got!

Re: Square API's - Do you use them?

JTPets — Fri, 07 Mar 2025 11:34:56 GMT

I have a scatter brain and don't update things like I should and I think 1 of my scripts is missing from there. Perhaps I'll double check today, please reach out if I can help in any way

Re: Square API's - Do you use them?

Candlestore — Fri, 07 Mar 2025 14:18:58 GMT

I do not mind using Google sheets and have been using Google sheets to track Burning Time and other information for my candles. I also would love to export daily my sales data to have it formatted for my accounting software which can then import this data to my accounting software. I am like you where my mind sits down to do the Accounting for my business then the dog barks .... and bam no accounting gets done. I come back and place orders or try looking into the APIs and then get something else that pops in my head to fix or work on. So 15 projects all started and nothing finished lol.

Re: Square API's - Do you use them?

avanish_patel — Fri, 07 Mar 2025 16:57:02 GMT

I started building some marketing services around some customer and payment api's to to build my own marketing tools on top of it instead of using Square's marketing email and sms tools which are crazy expensive.

Re: Square API's - Do you use them?

JTPets — Fri, 07 Mar 2025 18:15:11 GMT

I would love to see some examples

Re: Square API's - Do you use them?

CSprink — Fri, 07 Mar 2025 19:54:09 GMT

We use Ooma Office as our communications tool (voice, fax, messages, call logs, call recording etc.). They have an integration with Square CRM. If a current client calls, our Square dashboard opens to the client's profile so we can see transactions, invoices, previous communication via Square Messaging. This is a great tool to increase customer engagement!

Re: Square API's - Do you use them?

WoodCandleCo — Sat, 08 Mar 2025 02:40:47 GMT

Oh wow, this is awesome! That's a genius use of the API's. And such a cool use case. Do you use the customer endpoint?

Re: Square API's - Do you use them?

CSprink — Sat, 08 Mar 2025 03:53:39 GMT

I’m not super techie about this and perhaps it’s more of an integration or data collecting than an API. We use it only to efficiently get up to speed on the client’s previous interactions with us. Our clients are often pleasantly surprised we are knowledgeable about their purchase, service or equipment.

Re: Square API's - Do you use them?

DinaLRosenberg — Sun, 09 Mar 2025 13:11:09 GMT

I hear the term API I want to run.

I see people talking about exporting data and my stomach hurts... LOLOL

The only thing we use is the 3rd party sales tax service (which is amazing)- DAVO but I have no idea if it's an API or not.

Re: Square API's - Do you use them?

BofBArtStudio — Sun, 09 Mar 2025 15:54:52 GMT

We use the API to manage inventory and also order processing.

I am currently working on a workflow project that allows us to update information about an order at all the touch points.

It is a system that will be able to tell where the order is in the production process for any given customer or order.

Then at each touch point of production, the team can update the record for each process.

When a customer calls and asks for status, we can pull up their customer record and view the order and let them know where in the production process it currently is.

Re: Square API's - Do you use them?

CSprink — Sun, 09 Mar 2025 17:06:06 GMT

Automating Sales tax reporting and filing would help us greatly. We have multiple sources of revenue; not just through Square. Do you know if DAVO can aggregate data from multiple sources?

Re: Square API's - Do you use them?

TheRealChipA — Mon, 10 Mar 2025 15:20:28 GMT

Hey everyone in this thread. I just ran across something that might interest you. It seems that Zapier has added a new Square Action — API Request. It’s in beta, but basically you can call a Square API after a trigger is executed (say a new row is added to a spreadsheet). I don’t know about anyone else, but this seems like a perfect way to get into APIs without all of the complicated coding.

Re: Square API's - Do you use them?

JTPets — Mon, 10 Mar 2025 15:27:43 GMT

Zapier isnt free tho right? API's are free and I am poor 😂

Re: Square API's - Do you use them?

TheRealChipA — Mon, 10 Mar 2025 15:41:59 GMT

@JTPets Actually, they have a free tier which I’ve found works for me. And of course they have various paid tiers that add more complex functionality. Here’s the link to their pricing page. If I had to upgrade, it would be to the $20/month plan (billed annually).