Access Live Square Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Square data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Square within your Connect Cloud instance and accessing live Square data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Square, allowing you to easily access live Square data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Square, leveraging server-side processing to quickly return Square data.

Configure Square Connectivity for Excel

Connectivity to Square from Excel is made possible through CData Connect Cloud. To work with Square data from Excel, we start by creating and configuring a Square connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Square" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Square.

   Square uses the OAuth authentication standard. To authenticate using OAuth, you will need to register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

   Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Square Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Square data from Excel for the web.

Access Live Square Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Square data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. Square1), Table (e.g. Refunds), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Square Data from Excel

In addition to viewing Square data in Excel, CData Connect Cloud also lets you update and delete Square data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Square (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Square

A notification will appear when the update is complete

Live Access to Square Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Square data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.