Connect Square to Scoop to analyze your retail operations, track payments and tips, understand order patterns, and compare location performance.

AI-Assisted Setup

When connecting Square to Scoop, choose "Guide me with AI" for an intelligent, guided setup experience.

Available Analysis Templates

Template	Object	Data Mode	Best For	What You'll Analyze
Sales Analytics (Default)	payments	Snapshot	Transaction tracking	Payment amounts, tips, status
Order Tracking	orders	Snapshot	Order analysis	Totals, discounts, sources
Customer Database	customers	Sync	Customer insights	Contact info, acquisition
Product Catalog	catalog_objects	Sync	Product mix	Items, categories
Location Performance	locations	Sync	Multi-store	Store details, status

Example Questions You Can Answer

Sales & Payments:

"What's our daily/weekly/monthly sales volume?"
"How much are we collecting in tips?"
"What payment methods are most popular (card, cash, wallet)?"
"What's our failed payment rate?"
"How do sales compare across locations?"

Orders:

"What's our average order value?"
"How much tax are we collecting?"
"What's our discount usage?"
"How many orders are open vs completed?"
"Which order sources (POS, online) perform best?"

Customers:

"How many customers do we have?"
"Where are our customers coming from (first-party, third-party)?"
"What's our customer acquisition trend?"
"How many customers have email addresses?"

Products:

"How many items are in our catalog?"
"What's the breakdown of items vs categories?"
"How often is our catalog updated?"

Locations:

"How many locations are active?"
"Where are our locations distributed?"
"What time zones do we operate in?"

Need Something Different?

If the templates above don't match your needs, select "Something else" and describe what you want to analyze. For example:

"I want to compare tip percentages by location"
"I need to track discount usage trends"
"I want to analyze customer acquisition by source"

Scoop's AI will recommend the right configuration for your specific use case.

Snapshotting for Transaction Analysis

Transactions are constantly happening. Configure your Payments or Orders extract as a Snapshot dataset to:

Track sales growth over time
Compare performance across periods
Analyze trends in tips and discounts
Monitor payment method shifts

Pro Tip: Enable snapshotting for payments from day one to build the historical data needed for trend analysis and YoY comparisons.

Connecting Square to Scoop

Create a new dataset in Scoop
Select Square from the application list
Click Connect to start the OAuth flow
Authorize Scoop to access your Square data
Choose your analysis template or customize
Save and extract data

Required Permissions

Scoop requests read-only access to:

Payments (transactions)
Orders (purchases)
Customers (buyer database)
Items (product catalog)
Merchant profile (locations)

Security Note: Scoop only reads your Square data. We never process payments, modify orders, or change your catalog.

What Data You Get

Payments

Individual payment transactions.

Field	Description
Payment ID	Unique identifier (prefixed with SQ)
Amount	Payment amount (converted from cents)
Currency	Currency code
Tip Amount	Tip if applicable
Status	COMPLETED, CANCELED, FAILED
Source Type	CARD, CASH, WALLET, etc.
Location ID	Which store
Order ID	Associated order
Customer ID	Customer if known
Created Date	Transaction time

Orders

Purchases with totals and breakdowns.

Field	Description
Order ID	Unique identifier (prefixed with SQ)
Location ID	Which store
State	OPEN, COMPLETED, CANCELED
Total	Order total (converted from cents)
Tax	Tax amount
Discount	Discount amount
Tip	Tip amount
Source	Square POS, Online, etc.
Customer ID	Customer if known
Closed Date	When order completed

Customers

Customer database.

Field	Description
Customer ID	Unique identifier (prefixed with SQ)
First Name	Given name
Last Name	Family name
Email	Email address
Phone	Phone number
Company	Company name
Creation Source	How they were added
Created Date	When added

Catalog Objects

Products and categories.

Field	Description
Object ID	Unique identifier (prefixed with SQ)
Type	ITEM, CATEGORY, etc.
Item Name	Product name
Description	Product description
Deleted	Whether soft-deleted
Created Date	When created

Locations

Store locations.

Field	Description
Location ID	Unique identifier (prefixed with SQ)
Name	Location name
City	City
State	State/Province
Status	ACTIVE, INACTIVE
Timezone	Location timezone

Analysis Examples

Sales Performance

Track your revenue:

Daily/weekly/monthly sales totals
Payment method distribution
Tip trends over time
Failed payment analysis

Location Comparison

Compare stores:

Sales by location
Average order value by store
Tip percentages by location
Payment methods by region

Customer Insights

Understand your buyers:

Acquisition source breakdown
Customer growth over time
Contact coverage (email, phone)

Best Practices

Start with Payments: This is your core transaction data
Enable Snapshotting: Build historical trend data
Add Location Data: For multi-store analysis
Track Orders Too: Orders provide more detail than payments alone

Troubleshooting

Connection Issues

Ensure you have owner or admin access to the Square account
Re-authorize if your OAuth token has expired (30-day expiry)
Check that all required scopes are granted

Missing Data

Some data requires specific Square products (Square for Retail, etc.)
Historical data may be limited
Sandbox mode will show test data only

Token Refresh

Square tokens expire after 30 days. If you see authentication errors:

Reconnect your Square account in Scoop
Scoop will obtain new credentials automatically

Rate Limits

Square allows ~10 requests/second per merchant:

Scoop automatically handles rate limiting
Large data sets may take longer to sync
Contact support for persistent issues