Excel Add-In For Square - CData Software

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Search Let's Chat Platform Overview Connectivity Data Integration Embedded CData Connect AI Back Platform Overview CData's unified platform delivers AI-native connectivity, universal semantic integration, and direct business user access through three integrated pillars. Learn more Business Insights Real-time self-service analytics with AI assistance for immediate business access Semantic Layer Unified semantic understanding with AI harmonization across all integration patterns AI Connectivity AI-native connectors with developer tools for real-time data access Foundations 2025 Join data leaders, AI innovators, and CData experts to explore the future of enterprise data infrastructure. Discover how to build AI-ready foundations, deploy intelligent agents, and transform your organization's data strategy. Watch now on demand Back For Data Development, Integration & Engineering ODBC Drivers JDBC Drivers ADO.NET Providers SSIS Tasks & Components Python Connectors For Business Intelligence & Data Analysis Tableau Connectors Spreadsheets Connectivity Power BI Connectors For API Developers CData API Server Most Popular Sources Snowflake Databricks Salesforce Workday Google BigQuery Dataverse MS Dynamics 365 OData MongoDB SAP NetSuite Smartsheet Atlassian Jira MS SharePoint Sage Intacct View all Back Data Integration Overview CData's data integration solutions provide flexible deployment options across data movement and live connectivity through Sync, Arc, and Connect AI. Learn more Data Movement ETL/ELT/Reverse ETL CData Sync EDI & MFT CData Arc Live Connectivity Managed MCP Platform CData Connect AI Gartner Magic Quadrant CData's inclusion in the 2025 report underscores the growing recognition of our innovative solutions and our ability to address the evolving demands of modern data integration. Get the report Back Embedded Overview Power your products with CData Embedded data connectivity for software providers, giving users direct access to their third-party data sources. Learn more Embedded Connectors Data connectors embedded in software offerings Embedded Cloud Cloud-hosted connectivity service white-labeled in software offerings Embedded Cloud for AI Live third-party data connectivity to AI features in software offerings Palantir Expands CData Partnership Palantir Technologies has expanded its relationship with CData's Embedded business unit to enhance data connectivity in Palantir Foundry, enabling users to connect to hundreds of data sources through CData's embedded connectors. Read more By AI & Data Platform By Use Case & Department Customers Back Use Cases Data Connectivity BI & Analytics Enterprise Integration Workday Integration Salesforce Integration Data Mesh Departments Marketing Sales Finance & Accounting Vibe Query Sign up for our limited series covering useful prompts, tips, and future CData MCP Server release that will make Claude your undisputed work bestie. Learn more Back AI Anthropic Databricks Agent Bricks Google Microsoft n8n OpenAI Data Platforms Microsoft Fabric Snowflake AWS Databricks CData Collaborates with Microsoft CData's Connect AI platform brings MCP connectivity to Microsoft Copilot Studio and Microsoft Agent 365. Read more Back Featured Case Studies GSK UiPath PartnerRe Scorpion Holiday Inn Club Vacations Santa Clara University Office Depot Nintex Ellie.ai Commando View all Developer Center Access comprehensive tools, SDKs, and resources to integrate CData connectivity solutions into your applications with enterprise-grade data drivers and APIs. Learn more AI / MCP Build with fully-managed MCP servers to connect AI tools with your data. .NET Use standard ADO.NET Providers to build connected .NET apps Python Use DB-API modules to work with data in Python Java Use standard JDBC Drivers to build connected Java apps SQL Use standard SQL to integrate data with SQL Server CData Community Empowers Developers CData's developer community connects thousands of data professionals who share solutions, best practices, and expertise for integrating enterprise data sources through collaborative forums and comprehensive resources. Join the community Explore Blog Analyst Reports Content Hub Engage Community Events Newsroom Foundations Conference Support & Services Support Center Knowledge Base Product Documentation Subscription Manager Foundations 2025 Join data leaders, AI innovators, and CData experts to explore the future of enterprise data infrastructure. Discover how to build AI-ready foundations, deploy intelligent agents, and transform your organization's data strategy. Watch now on demand

CData Connect AI for Spreadsheets for Square

• Square Connectors

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  ODBC JDBC ADO.NET AI (MCP)

  BI Tools & Spreadsheets

  Power BI Connector Tableau Connector Excel Connector Google Sheets Connector

  Data Integration (ETL/ELT)

  CData Sync

  SAAS/Cloud Connectivity

  CData Connect AI

  Other Technologies

  SSIS Python PowerShell
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Discover What's Possible with Your Square Data in Excel

Say Farewell to Copy/Paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

Never Rely on Stale Data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

Point and Click Configuration

Integrate data and manage connections with no code or special skills required.

Secure Access and Encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.

Get The Excel Add-In Now

Real-Time Access to Square Data from Excel

Get Started with Square in 3 Simple Steps:

1. Install the Excel Add-In - After installation look for the CData Connect AI for Spreadsheets button on the Excel Ribbon.
2. Configure your Square Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Square.
3. Run your first query - Select any Square data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.

Automate Your Workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

Bring Data to Life in Excel

Bring your Square data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

Square Reporting, Analysis, & Data Manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

• Modify and delete records and push updates back to Square
• Quickly export and backup data.
• Operate on data with Charts and Pivot Tables.

Frequent Square Excel Connectivity questions

Common questions about integrating Square with Microsoft Excel.

How do I connect Square to Excel?

The best way to integrate Square with Excel is by using the CData Connect AI for Spreadsheets Excel Add-In. The Square Excel Connector provides easy Square Excel integration directly from Desktop, Mac, or Web (Excel 365). Simply configure your connection to Square from the easy-to-use cloud interface, and access Square just like you would another native Excel data source.

Can I export Square to Excel?

Configuring a Square export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. CData Connect AI for Spreadsheets Excel Add-In provides live direct connectivity to Square and does not require a Square Excel export. Instead, simply click the Refresh button from the Excel Square plugin toolbar and the tool will download Square to excel instantly. You can even schedule refreshes to export from Square to Excel automatically, so your Excel reporting is always fresh and up to date when you need it.

Is it possible to edit Square data from Excel?

Our integration enables live, bi-directional access to Square data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Square — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.

Is there a free trial available?

Absolutely. Free trials are available for all CData products. For the CData Connect AI for Spreadsheets Excel Add-In all accounts start on a 15-day free trial of the unlimited Pro plan. The Pro plan includes unlimited access to all of the powerful features and capabilities of the platform. After the 15-day trial period, you have the option to purchase the product and continue at the Pro level, or your account will be automatically downgraded to the Forever-Free plan. You can continue to use the free plan indefinitely, but wou will be limited to 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month.

Start your trial today: Square Excel Add-In free download.

Square Excel Resources:

Take a look at some of our most popular articles from our knowledge base:

• Access Live Square in Excel (Desktop) via Connect AI
• Access Live Square in Excel 365 Online (Excel for the web)
• Excel Spreadsheet Automation on Square with the QUERY Formula
• Getting Started with the CData Excel Add-In for Square

For more articles and technical content related to Excel Add-In for Square, please visit our online knowledge base.

Popular Excel Videos:

Connecting to Live Data from Microsoft Excel with Connect Spreadsheets

Get the Excel Add-In for Square

Building custom dashboards & reports that connect with live Square data has never been easier. Get the CData Excel Add-In for Square now, and get connected.

Get the Excel Add-In Now!

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