Excel Add-In for Square

Build 24.0.9060

Customers

Create, update, delete, and query the available customers in Square.

Table Specific Information

Select

The add-in uses the Square API to process search criteria that refer to the Id column, while other filters are processed client side within the add-in.

Retrieve all customers:

SELECT * FROM Customers

Retrieve only one customer:

SELECT * FROM Customers WHERE Id = '0SY145EEWD0YXCW489VV386KH8'

Insert

To create a customer, you will need to specify at least one of the following values: GivenName, FamilyName, CompanyName, EmailAddress, and PhoneNumber.

INSERT INTO Customers (GivenName, FamilyName, Email, PhoneNumber, AddressLine1, AddressLine2, AddressLocality, AddressAdministrativeDistrictLevel1, AddressPostalCode, AddressCountry) VALUES ('John', 'Doe', '[email protected]', '1-212-555-4240', '500 Electric Ave', 'Suite 600', 'New York', 'NY', '10003', 'US')

Update

Modify the details of an existing customer by providing the Id of the customer:

UPDATE Customers SET GivenName = 'Amelia', FamilyName = 'Earhart' WHERE Id = '32123'

Delete

Delete a customer from a business, along with any linked cards on file, by providing the Id of the customer:

DELETE FROM Customers WHERE Id = '32123'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The Id of the customer.

GivenName String False

The customer's given (i.e., first) name.

FamilyName String False

The customer's family (i.e., last) name.

Nickname String False

The customer's nickname.

Email String False

The customer's email address.

CompanyName String False

The name of the customer's company.

PhoneNumber String False

The customer's phone number.

AddressLine1 String False

The first line of the address.

AddressLine2 String False

The second line of the address.

AddressLine3 String False

The third line of the address.

AddressLocality String False

The city or town of the address.

AddressSubLocality String False

A civil region within the address's locality.

AddressSubLocality2 String False

A civil region within the address's sublocality.

AddressSubLocality3 String False

A civil region within the address's sublocality_2.

AddressAdministrativeDistrictLevel1 String False

A civil entity within the address's country. In the US, this is the state.

AddressAdministrativeDistrictLevel2 String False

A civil entity within the address's administrative_district_level_1. In the US, this is the county.

AddressAdministrativeDistrictLevel3 String False

A civil entity within the address's administrative_district_level_2.

AddressPostalCode String False

The address's postal code.

AddressCountry String False

The address's country, in ISO 3166-1-alpha-2 format.

AddressFirstName String False

Optional first name when it's representing recipient.

AddressLastName String False

Optional last name when it's representing recipient.

AddressOrganization String False

Optional organization name when it's representing recipient.

Birthday String False

The birthday associated with the customer profile, in RFC 3339 format. Year is optional, timezone and times are not allowed

CreatedAt Datetime True

The time when the customer was created.

UpdatedAt Datetime True

The time when the customer was last updated.

ReferenceId String False

A second ID you can set to associate the customer with an entity in another system.

Note String False

A note to associate with the customer.

CardsAggregate String True

The non-confidential details of the customer's cards on file.

Preferences String True

The customer's preferences.

Segments String True

The IDs of segments the customer belongs to.

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Build 24.0.9060