Question

How do I retrieve Square invoice data?


I’m looking to pull info from Square invoices, to be able to send into things like Google Sheets, Mailchimp, and Qukcbooks to start.

However, regardless of any Zap I try to set up, the line item data from the invoice is not available to me when creating Zaps. I’ve looked into the line item FAQ as well, but I cannot figure out the way to retrieve this data.

Is this something that can be done? I can seemingly get any info from the Square invoice EXCEPT anything in the data table of the invoice itself. Any insight in how to do this would be very appreciated, or knowing that this isn’t possible would also help.


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2 replies

Userlevel 7
Badge +14

Hi @nadpllc 

You may need to create a Custom Action with the help of AI or use the Square API to pull Invoice data: https://developer.squareup.com/reference/square/invoices-api

 

Userlevel 7
Badge +11

Hi @nadpllc 👋

Were you able to use a Custom Action or API Request action for this as Troy suggested?

If not, we’d be happy to help troubleshoot any issues you’re running into. Just share a quick screenshot of the current setup of the Custom Action or API Request action, as well as any error messages you’re seeing and we’ll be happy to assist further. Please remember to remove/hide any private information (like names, emails, addresses, API keys etc.) from any screenshots before sharing.

And I also wanted to recommend reaching out to our Support team to put in a new feature request to have a “Find Invoice” search action added to the Square app so we can look into adding it in future. You can do that here: https://zapier.com/app/get-help

Keen to ensure you’re all set so please do let us know whether you’re still stuck at all.