Square + Orcabase
Your Square sales, from counter to dashboard.
Sell in person with Square? Sync your sales, items and locations through Fivetran and see them next to your online store: what sells where, on which days, and to whom.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
What did the Saturday market stall sell in August?
The market stall took $3.1k in August, over five Saturdays.
- Cold brew cans were a third of stall sales.
- The last Saturday was the best, at $940: the hottest day of the month.
- Card taps outnumbered cash about nine to one.
Stall sales by Saturday in August, $
How I got this· 4 steps
- Looked at your Square payments and orders
- Kept the market stall’s location
- Added up sales by Saturday
- Split them by item and payment type
Example answer. Numbers are illustrative.
In plain words
How can I combine Square sales with my online store?
Square keeps your in-person sales, and your online store keeps the rest. Orcabase syncs Square through Fivetran into the same place as your store data, so one question can cover both.
Ask “what sold best at the market stall this month?” or “which days are busiest?” and get the answer with a chart.
Ask in plain words
What you can ask about your Square data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
What sold best at each location last month?
Which days and hours are busiest?
How much did we take in tips?
Which items should we stop making?
How do in-person and online sales compare, week by week?
How many sales went to customers we know?
What did refunds and discounts cost us?
Show me sales by hour for last Saturday.
What comes in
Your Square data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Payments
Orders and items
Catalog
Locations
Refunds
Customers
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Square data.
Sales
Payments minus refunds, by location and day.
Average ticket
Sales divided by the number of payments.
Items per sale
Items sold divided by the number of orders.
Tip rate
Tips as a share of sales.
Dashboards to start with
Your Square numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Counter
4 charts- Sales by location
- Busiest hours
- Top items
- Average ticket
All channels
3 charts- In-person vs online sales
- Sales by week
- Top items across both
Better together
Ask across Square and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Square, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Square. Pick the database to sync into.
- 2
Connect Square on Fivetran’s page
Fivetran’s page asks for the application ID and secret of an app you create in Square’s developer dashboard. Fivetran’s guide shows the redirect link to add.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Square data.
What you’ll need
- A Square account, and access to Square’s developer dashboard to create an app.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Why do I need a Square developer app?
Can I see each location on its own?
Do I need a Fivetran account?
How fresh is my Square data in Orcabase?
What does syncing cost?
Your Square data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.