Rosh Ragel This workflow corresponds to n8n.io template #7089 — we link there as the canonical source.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"meta": {
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "8e75b42e-ddb0-44f0-a8b8-1d2466ae42bc",
"name": "Get Square Locations",
"type": "n8n-nodes-base.httpRequest",
"position": [
1312,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/locations",
"options": {},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
},
"typeVersion": 4.2
},
{
"id": "cd048483-5b68-409f-9b84-466286328914",
"name": "Turn Locations Into List",
"type": "n8n-nodes-base.splitOut",
"position": [
1536,
544
],
"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
},
"typeVersion": 1
},
{
"id": "9af52034-58d4-42f8-9114-cde595cfa295",
"name": "Ignore Locations w/o Sales",
"type": "n8n-nodes-base.if",
"position": [
2032,
544
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "498f5fab-6930-4e89-9fbe-0d67671da8d2",
"operator": {
"type": "array",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.orders }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "5b5b2ddc-b193-481a-992d-aae65beda387",
"name": "Get Sales from Square",
"type": "n8n-nodes-base.httpRequest",
"position": [
1792,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Get Dates From Last Week').item.json.date }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Get Dates From Last Week').item.json.date }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
},
"typeVersion": 4.2
},
{
"id": "9e2de8fb-60ea-4cea-9b5c-7c033b92b395",
"name": "Compile Sales Reports",
"type": "n8n-nodes-base.code",
"position": [
2320,
544
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Get Dates From Last Week').item.json.date;\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
},
"typeVersion": 2
},
{
"id": "c362abb1-7f4c-4d19-a13e-bfe4b12e29d8",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Trigger \n- This workflow runs every Monday at 8:00 AM. \n- Each week, it pulls the previous week's sales data from Square.\n"
},
"typeVersion": 1
},
{
"id": "bb2e06af-2327-4353-93b0-277495986789",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1232,
352
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## Get Square Locations and Process Each One Separately \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
},
"typeVersion": 1
},
{
"id": "4f2ec8f5-a05d-46f6-b1f2-c0f0ed668322",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1712,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Get Sales from Square \n- This HTTP node retrieves all orders for the given location on the specified date."
},
"typeVersion": 1
},
{
"id": "3f652e9c-aca8-4307-8826-2abcaa8e3aee",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2256,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Compile a Report for Each Location \n- This code node calculates totals for each location. \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
},
"typeVersion": 1
},
{
"id": "48a5e23b-dff0-42d2-bc5d-6f41d03c8f73",
"name": "Schedule Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
784,
544
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtDay": [
1
],
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "55d3ef5c-4453-451a-81ed-d137ff58fc91",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2512,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Convert the Square Sales Summary into a CSV File \n"
},
"typeVersion": 1
},
{
"id": "4cf05def-64fe-4b74-9be0-d30726c43e09",
"name": "Convert Sales Summary to CSV File",
"type": "n8n-nodes-base.convertToFile",
"position": [
2576,
544
],
"parameters": {
"options": {
"fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
},
"binaryPropertyName": "sales_report"
},
"typeVersion": 1.1
},
{
"id": "ec55edfd-8193-4adf-b92e-5b5f1a2400f7",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2784,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Send the Report to the Finance Team / Manager"
},
"typeVersion": 1
},
{
"id": "2e1fc5ae-165b-405d-af6c-57d6da942a65",
"name": "Get Dates From Last Week",
"type": "n8n-nodes-base.code",
"position": [
1040,
544
],
"parameters": {
"jsCode": "const inputDate = new Date($input.first().json.timestamp); // Input date\nconst daysBefore = 7;\nconst output = [];\n\nfor (let i = daysBefore; i > 0; i--) {\n const d = new Date(inputDate);\n d.setDate(inputDate.getDate() - i);\n\n const formatted = d.toISOString().split('T')[0]; // \"YYYY-MM-DD\"\n\n output.push({ json: { date: formatted } });\n}\n\nreturn output;\n"
},
"typeVersion": 2
},
{
"id": "348308dd-debf-48a3-be8d-83c1a1125637",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-64,
-32
],
"parameters": {
"width": 736,
"height": 1440,
"content": "## Automatically Send Weekly Sales Reports from Square via Outlook\n\n## What It Does \nThis workflow automatically connects to the Square API and generates a **weekly** sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run weekly and pull the **previous week\u2019s** sales into a CSV file, which is then sent to a manager/finance team for analysis.\n\nThis workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358)\n\n## Prerequisites \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Microsoft Outlook credential\n\n## How to Set Up Square Credentials: \n- Go to **Credentials > Create New** \n- Choose **Header Auth** \n- Set the **Name** to `Authorization` \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works \n1. **Trigger:** The workflow runs every **Monday at 4:00 AM** \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the **previous week (e.g., Monday to Sunday)** \n4. **Filter Empty Locations:** Locations with no sales are ignored \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square\u2019s built-in Sales Summary report \n6. **Create CSV File:** A CSV file is created containing the relevant data \n7. **Send Email:** An email is sent via Microsoft Outlook to the chosen third party \n\n## Example Use Cases \n- Automatically send weekly Square sales data to management to improve the quality of planning and scheduling decisions \n- Automatically send data to an external third party, such as a landlord or agent, who is paid via commission \n- Automatically send data to a bookkeeper for entry into QuickBooks \n\n## How to Use \n- Configure both HTTP Request nodes to use your Square API credential \n- Set the workflow to **Active** so it runs automatically \n- Enter the email address of the person you want to send the report to and update the message body \n- If you want to remove the n8n attribution, you can do so in the last node \n\n## Customization Options \n- Add pagination to handle locations with more than 1,000 orders per week\n\n## Why It's Useful \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data \u2014 whether for operations, finance, or performance monitoring.\n"
},
"typeVersion": 1
},
{
"id": "8c8bc0e2-01dc-4b21-80e2-07054aaaae9e",
"name": "Send Report",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
2848,
544
],
"parameters": {
"subject": "=Your Square Sales Report for {{ $('Schedule Trigger').item.json['Readable date'].split(',')[0] }}",
"bodyContent": "<p>Hello User,</p><p>Please see the attached report containing last week's sales!</p><p>Best,<br> An Efficient Person</p>",
"toRecipients": "user@example.com",
"additionalFields": {
"attachments": {
"attachments": [
{
"binaryPropertyName": "sales_report"
}
]
},
"bodyContentType": "html"
}
},
"typeVersion": 2
}
],
"connections": {
"Send Report": {
"main": [
[]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get Dates From Last Week",
"type": "main",
"index": 0
}
]
]
},
"Get Square Locations": {
"main": [
[
{
"node": "Turn Locations Into List",
"type": "main",
"index": 0
}
]
]
},
"Compile Sales Reports": {
"main": [
[
{
"node": "Convert Sales Summary to CSV File",
"type": "main",
"index": 0
}
]
]
},
"Get Sales from Square": {
"main": [
[
{
"node": "Ignore Locations w/o Sales",
"type": "main",
"index": 0
}
]
]
},
"Get Dates From Last Week": {
"main": [
[
{
"node": "Get Square Locations",
"type": "main",
"index": 0
}
]
]
},
"Turn Locations Into List": {
"main": [
[
{
"node": "Get Sales from Square",
"type": "main",
"index": 0
}
]
]
},
"Ignore Locations w/o Sales": {
"main": [
[
{
"node": "Compile Sales Reports",
"type": "main",
"index": 0
}
]
]
},
"Convert Sales Summary to CSV File": {
"main": [
[
{
"node": "Send Report",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
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httpHeaderAuth
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About this workflow
This workflow automatically connects to the Square API and generates a weekly sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary.
Source: https://n8n.io/workflows/7089/ — original creator credit. Request a take-down →
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