Automate Square Customer Creation from Google Sheets Using Pabbly Connect

Learn how to automate customer creation in Square from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Square customer from Google Sheets, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com connect’ in your browser. This will take you to the Pabbly Connect landing page.

If you are a new user, click on the Sign Up for Free button to create your account. Existing users can simply click on Sign In. Once logged in, you will see options for different Pabbly products. Click on Access Now under Pabbly Connect to enter your dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see an option to create a new workflow. Click on the Create Workflow button located in the top right corner. A dialog box will prompt you to name your workflow, so enter a suitable name like Create Square Customers from Google Sheets.

• Click on Create to proceed.
• You will see two sections: Trigger and Action.
• Select Google Sheets as your trigger app.

After selecting Google Sheets, choose New or Updated Spreadsheet Row as the trigger event. This means that whenever a new row is added in Google Sheets, it will trigger the workflow.

3. Connecting Google Sheets to Pabbly Connect

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect. Open your Google Sheets document where you have customer data.

In Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons. Search for Pabbly Connect Webhooks in the Google Workspace Marketplace and install it. After installation, go back to Extensions, find Pabbly Connect Webhooks, and click on Initial Setup.

• Paste the copied webhook URL into the Web URL field.
• Enter the trigger column, which is the last column where data is added, for example, E.

Click on Send Test to ensure your setup is correct. Once the test data is sent successfully, you can proceed to the next step.

4. Creating a Customer in Square Using Pabbly Connect

With Google Sheets connected, it’s time to set up the action in Pabbly Connect. Select Square as your action application. In the action event dropdown, choose Create Customer.

Click on Connect and select Add New Connection. You will need an access token from your Square developer dashboard. Navigate to your Square developer dashboard, select your application, and copy the access token.

Paste the access token back in Pabbly Connect. Map the fields from Google Sheets to the corresponding fields in Square. For example, map the first name, last name, email, and country code.

After mapping, click on Save and Send Test Request. You should receive a response confirming that a new customer has been created in Square.

5. Automating the Process for Future Rows

To ensure that future rows added to your Google Sheets are automatically sent to Square, return to Google Sheets and click on Extensions again. Navigate to Pabbly Connect Webhooks and select Send on Event.

This setting allows Pabbly Connect to listen for new rows added to Google Sheets without any manual input. Test this by adding another row in your Google Sheets with customer details.

Enter the first name, last name, email, and country code for the new customer. Check your Square dashboard to confirm the new customer appears.

By following these steps, you have successfully set up a seamless integration between Google Sheets and Square using Pabbly Connect.

Conclusion

In this tutorial, we learned how to automate the creation of Square customers from Google Sheets using Pabbly Connect. This integration simplifies data management and enhances efficiency by automatically creating customer records in Square.