Square

Export your data from Square

Square can export three types of CSVs from the Dashboard: Transactions, Item Sales, and Inventory. Each has different columns and is useful for different analyses.

Not sure which export to use? Start with Transactions for revenue and payment-type analysis, or Item Sales to see which products are performing.

1. Transactions export

Contains one row per payment or refund. This is the most useful export for revenue totals, payment-method breakdown, and day-by-day sales tracking.

How to export

Sign in to your Square Dashboard.
In the left sidebar go to Reports → Transactions.
Use the date picker at the top to select your range (up to 1 year at a time).
Click Export in the top right and choose Export as CSV.
The file downloads immediately — no email needed for most date ranges.

Columns in this export

Column	Example	Notes
`Date`	04/01/2025	MM/DD/YYYY format
`Time`	09:14 AM	Local time of the transaction
`Time Zone`	PT	Timezone abbreviation
`Gross Sales`	$18.50	Item total before discounts
`Discounts`	$0.00	Any discounts applied
`Net Sales`	$18.50	Gross Sales minus Discounts
`Tax`	$1.48	Sales tax collected
`Tip`	$2.00	Tip amount if collected
`Total Collected`	$19.98	Net Sales + Tax + Tip
`Source`	Point of Sale	Square POS, Square Online, etc.
`Card`	Visa	Visa, Mastercard, Amex, Cash, etc.
`Entry Method`	Chip	Chip, Tap, Swipe, Card Not Present, Cash
`Transaction ID`	ABCDabcd1234567	Unique ID for the transaction
`Payment ID`	pmtABCD1234	Square payment object ID
`Device Name`	Register 1	Name of the POS device
`Staff Name`	Sarah K.	Employee who processed the sale
`Description`	Cold Brew + Muffin	Line items in the transaction
`Event Type`	Payment	Payment or Refund
`Location`	Main Street	Your Square location name

What to watch for

Refunds appear as separate rows with a negative Total Collected and Event Type = Refund.
Money columns use $ prefixes and commas — Databird handles these automatically.
The Partial Refunds column shows the refunded amount on the original payment row.
Online orders have Source = Square Online and Entry Method = Card Not Present.

↓ Download sample transactions CSV

2. Item Sales export

Aggregated by item — one row per catalog item (or variation). Shows units sold, revenue, and returns. Useful for spotting best-sellers and slow movers.

How to export

Go to Reports → Item Sales in the sidebar.
Set your date range.
Optionally filter by Location or Category.
Click Export → Export as CSV.

Columns in this export

Column	Example	Notes
`Item`	Cold Brew	Item name from your catalog
`Category`	Beverages	Item category
`SKU`	BEV-001	SKU if set, otherwise blank
`Gross Sales`	$37.00	Total revenue before discounts
`Quantity Sold`	4	Number of units sold
`Discounts`	$0.00	Discount amount applied to this item
`Net Sales`	$37.00	Revenue after discounts
`Tax`	$2.96	Tax collected for this item
`Returns`	$0.00	Value of returned units
`Return Quantity`	0	Number of units returned
`Net Quantity`	4	Quantity Sold minus Return Quantity

What to watch for

If you sell item variations (e.g. sizes), each variation gets its own row.
Items with no SKU assigned will have a blank SKU column.
Modifiers (add-ons) appear as separate rows below the parent item.

↓ Download sample item sales CSV

3. Inventory export

A snapshot of current stock levels for every tracked item variation. Useful for reconciliation and identifying items below their reorder threshold.

How to export

In the sidebar go to Items → Inventory.
Select the Location if you have multiple.
Click Export at the top right.
Square emails the file to your account email address (usually arrives within a minute).

The inventory export is a current snapshot — it does not include historical stock levels. Run it regularly and upload each snapshot to Databird to track changes over time.

Columns in this export

Column	Example	Notes
`Item Name`	Cold Brew	Item name from catalog
`Variation Name`	Regular	Size, color, or other variation
`SKU`	BEV-001	Stock Keeping Unit if assigned
`Category`	Beverages	Item category
`Current Quantity`	24	Units currently in stock
`Low Stock Alert`	10	Alert threshold if set
`Price`	$9.25	Selling price
`Cost`	$1.80	Cost per unit if entered
`Sold Today`	4	Units sold today
`Location`	Main Street	Which location holds this stock

↓ Download sample inventory CSV

Upload to Databird

Open the Dashboard.
Drag any of the three CSVs onto the upload zone, or click to browse.
Databird detects numeric columns automatically — Gross Sales, Net Sales, Tax, Quantity Sold, and others will all show stats immediately.
The full data table appears below the stats so you can scroll and verify your numbers.

Try uploading the sample files above to see exactly what Databird will show before you export from your live Square account.