Documentation Index
Fetch the complete documentation index at: https://parabola.io/docs/llms.txt
Use this file to discover all available pages before exploring further.
What is Square?
Square is a financial services and payment processing platform that helps businesses accept payments, manage sales, and track customer transactions. It offers a suite of tools for in-person and online payments, plus customer engagement management. Square is widely used by retail stores, restaurants, and service providers to streamline operations and improve the checkout experience.How to use Parabola’s Square integration
Parabola’s Square integration helps businesses automate transaction data workflows and optimize financial reporting.- Import and analyze Square sales, payments, and customer data automatically
- Transform and segment transaction data for better insights and reporting
- Sync Square data with other business tools to enhance automation and decision-making
Pull from Square
The Pull from Square step connects directly to your data in Square. Pull in data on transactions, refunds, customers, locations, and more.Connect your Square account
To connect your Square account to Parabola, double-click on the Pull from Square step and click “Authorize.” A window will pop up asking you to sign in to your Square account using your email and password. Once you complete the login, you’ll see the step on Parabola connected and pulling in your data.Default settings
When you first connect to the Pull from Square step, it’ll pull in Location Details which is the first option in the data type dropdown. If you click into “Advanced Settings,” you can filter locations if you have multiple locations and you want to filter to see data for those particular locations.Custom settings
Here are the available data sets in the data type dropdown:- Location Details (see default settings)
- Transactions
- Refunds
- Catalog
- Customers
- Employees
Transactions
Pulling in Transactions data will return the following columns:- “created_at”
- “transaction_id”
- “device.id”
- “device.name”
- “tax_money.amount”
- “total_collected_money.amount”
- “net_sales_money.amount”
- “location_id”
Refunds
Pulling in Refunds data will return the following columns:- “created_at”
- “transaction_id”
- “device.id”
- “device.name”
- “tax_money.amount”
- “total_collected_money.amount”
- “net_sales_money.amount”
- “location_id”
Catalog
Pulling in Category data will return your item catalog including items, variations, categories, discounts, taxes, modifiers, and more. A total of 92 columns are returned.Customers
Pulling in Customers data will return the following columns:- “id”
- “created_at”
- “updated_at”
- “given_name”
- “family_name”
- “email_address”
- “reference_id”
- “preferences.email_unsubscribed”
- “groups[0].id”
- “groups[0].name”
- “address.address_line_1”
- “address.locality”
- “address.administrative_district_level_1”
- “address.postal_code”
- “phone_number”
Employees
Pulling in Employees data will return the following columns:- “authorized_location_ids[0]”
- “authorized_location_ids[1]”
- “id”
- “first_name”
- “last_name”
- “status”
- “authorized_location_ids[2]”
- “role_ids[0]”
- “email”
Helpful tips
- Timeframes will always shift to only include full units of time. If you choose the last 7 days, it will begin with the most recent full day, not the partial day you are in right now. If you choose the last 3 months, it will begin with the most recent full month, not including the partial month you are in right now.
- Inventory is not currently a supported category in the native Square integration, but you can attempt to connect Square’s API directly to pull in inventory data.