Integrate Excel with Square

Send information between Excel and Square automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Excel and Square using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Row added in site

Triggers when a new row is added to a spreadsheet in site

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added to the bottom of the selected worksheet

Item variant created or updated

Triggers when a new item variant is created or details of an existing one are updated

Item created or updated

Triggers when a new item is created or details of an existing one are updated

Customer created

Triggers when a new customer is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Order created

Triggers when a new order is created

Payment created

Triggers when a new payment is created

All Actions - Actions are the automated tasks

Add row

Adds a new row to the bottom of the selected worksheet

Add row in site

Adds a new row to the selected spreadsheet in your site

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Update row in site

Updates the details of an existing row in an excel sheet from your site

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

Find row in site

Finds a row from a spreadsheet in your site

Create quick pay payment link

Creates a new quick pay payment link

Create order payment link

Creates a new order payment link

Create invoice

Creates a new invoice

Create item

Creates a new item

Create order

Create a new order

Create customer

Creates a new customer

Update item

Updates the details of an existing item

Update customer

Updates the details of an existing customer using customer ID

Fetch discount

Fetches the details of a discount using ID or name

Fetch item

Fetches the details of an item using ID or name

Fetch customer

Fetches the details of an existing customer

Fetch item variant

Fetches the details of an item variant using ID or SKU

Fetch tax

Fetches the tax details of an item using ID or name

Fetch inventory stock

Fetches the details of an existing inventory variant

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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