Intro
Square, Inc. is a financial services, merchant services aggregator, and mobile payments company. Domo's cloud-based solution takes all your Square data and makes it visible and consumable from your phone or computer. Easily see all your Square accounts in one dashboard, with real-time updates, so you can make better decisions for your business.
Quickly analyze your key metrics and gain insights into what action to take next. You can filter by date, location, sales category, and sales type (card or cash). See sales analytics by day or over a custom date range. You can also compare the values from a specified hour today to the same hour on a different day. To learn more about the Square API, go to https://docs.connect.squareup.com/.
This topic discusses the fields and menus that are specific to the Square Multi Account connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
No credentials required. You can add multiple Square accounts that you want to fetch the reports for in the Details section.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
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Select the accounts to run | Select the accounts you wish to run | ||||||||||||||||||||||||||||||||||||
Skip Errors | If an account fails, it will be skipped. Otherwise, the connector will stop. | ||||||||||||||||||||||||||||||||||||
Report |
Select the report you want to run. The following reports are available:
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Location Selection | Select whether you want to select all locations or from input datasets. | ||||||||||||||||||||||||||||||||||||
Ignore Accounts | Check to ignore account selection and pull data based as listed in the InputDataSet | ||||||||||||||||||||||||||||||||||||
Domo DataSet Id | Enter your Domo dataset ID(GUID) located in the dataset url. example: https://customer.domo.com/datasources/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/details/settings | ||||||||||||||||||||||||||||||||||||
Account Column | Input the column exactly as found in your DataSet that has the Account Names | ||||||||||||||||||||||||||||||||||||
Location Column | Input the column exactly as found in your DataSet that has the location IDs | ||||||||||||||||||||||||||||||||||||
Entry Type | SearchOrders will return OrderEntry objects instead of Order objects. OrderEntry objects are lightweight descriptions of orders that include order_ids. | ||||||||||||||||||||||||||||||||||||
Settlement Status | Select the status of the settlement you'd like to filter by. Note that Square does not know when a settlement that's been sent for processing completes, only whether it's failed. | ||||||||||||||||||||||||||||||||||||
Date From |
Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in Date To. |
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Select Specific Date From |
Select the first date in your date range. Note: The connector will throw an error if a date range greater than 1 year is selected.
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Date To | Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Date From. | ||||||||||||||||||||||||||||||||||||
Select Specific Date To |
Select the last date in your date range. Note: The connector will throw an error if a date range greater than 1 year is selected.
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Date From Offset |
Enter the number of the farthest day back that should be represented in the report. Combine with Date To Offset to create a range of represented days. For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago. |
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Date To Offset |
Enter the number of the most recent day that should be represented in the report. Combine with Date From Offset to create a range of represented days. For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago. |
Other Panes
For information about the remaining sections of the Connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.
FAQs
What kind of credentials do I need to power up this connector?
No credentials required. You can add multiple Square accounts that you want to fetch the reports for in the Details section.
How often can the data be updated?
Datasets can be updated as often as once an hour. Update frequency should be decreased if rate limit errors are encountered.
Are there any API limits that I need to be aware of?
No
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