Access Live Square Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Square data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Square in your Connect AI instance and access and update live Square data in Excel spreadsheets.

CData Connect AI 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 AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI 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 AI. To work with Square data from Excel, we start by creating and configuring a Square connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Square" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Square.

   Square uses the OAuth authentication standard. To authenticate using OAuth, 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.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Square Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Square Data in Excel

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

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

Update Square Data from Excel

In addition to viewing Square data in Excel, CData Connect AI 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 AI 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") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Square, and a notification will appear when the update is complete

Live Access to Square Data from Cloud Applications

Now, 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.

👁 Imported data (Salesforce is shown)


Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.