Tableau Connector for Square

Build 26.0.9770

Refunds

Creates and retrieves details for refunds issued by a merchant or their staff within a specified date range. Includes refund amounts, payment references, processing fees, destination details, and status tracking.

Table Specific Information

Select

The connector uses the Square API to filter the results by the following columns and operators while the rest of the filter is executed client-side within the connector.

  • Id supports the following operator: =.
  • CreatedAt supports the following operators: =, >=, <=, >, <.
  • LocationId supports the following operator: =.
  • Status supports the following operator: =.
  • UpdatedAt supports the following operators: =, >=, <=, >, <.

For example, the following queries are processed server-side:

SELECT * FROM Refunds WHERE Id = '12345'
SELECT * FROM Refunds WHERE Status = 'COMPLETED' AND LocationId = '92BYHNBR6W77E'
SELECT * FROM Refunds WHERE LocationId = '9J0M984DXGA7W' //To get the refund for a given location

Insert

To insert a refund, specify the PaymentId, RefundedMoneyAmount, and RefundedMoneyCurrency.

INSERT INTO Refunds (PaymentId, RefundedMoneyAmount, RefundedMoneyCurrency) VALUES ('UNOE3kv2BZwqHlJ830RCt5YCuaB', 100, 'USD')

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique Id for this refund, generated by Square.

RefundedMoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents.

RefundedMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

RefundedAppFeeMoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents.

RefundedAppFeeMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

CreatedAt Datetime True

The time when the merchant initiated the refund for Square to process.

LocationId String False

The Id of the location.

OrderId String True

The Id of the order associated with the refund.

PaymentId String False

The Id of the payment associated with this refund.

ProcessingFeeMoneyAmount Int64 True

Processing fees and fee adjustments assessed by Square for this refund. The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents.

ProcessingFeeMoneyCurrency String True

Processing fees and fee adjustments assessed by Square for this refund. The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

ProcessingFeeEffectiveAt Datetime True

Processing fees and fee adjustments assessed by Square for this refund. The timestamp of when the fee takes effect, in RFC 3339 format.

ProcessingFeeType String True

Processing fees and fee adjustments assessed by Square for this refund. The type of fee assessed or adjusted. The fee type can be INITIAL or ADJUSTMENT.

The allowed values are INITIAL, ADJUSTMENT.

Reason String False

The merchant-specified reason for the refund.

Status String True

The refund's status.

The allowed values are COMPLETED, FAILED, PENDING, REJECTED.

UpdatedAt Datetime True

The timestamp of when the refund was last updated, in RFC 3339 format.

Unlinked Boolean False

Flag indicating whether or not the refund is linked to an existing payment in Square.

DestinationType String False

The destination type for this refund.

The allowed values are CARD, BANK_ACCOUNT, WALLET, BUY_NOW_PAY_LATER, CASH, EXTERNAL, SQUARE_ACCOUNT.

DestinationDetailsCardDetailsCardId String True

Unique Id for this card, generated by Square.

DestinationDetailsCardDetailsCardLast4 String True

The last 4 digits of the card number.

DestinationDetailsCardDetailsCardCardholderName String True

The name of the cardholder.

DestinationDetailsCardDetailsCardCustomerId String True

The Id of a customer to be associated with the card.

DestinationDetailsCardDetailsCardMerchantId String True

The Id of the merchant associated with the card.

DestinationDetailsCardDetailsCardReferenceId String True

An optional user-defined reference Id that associates this card with another entity in an external system. For example, a customer ID from an external customer management system.

DestinationDetailsCardDetailsCardBin String True

The first six digits of the card number, known as the Bank Identification Number (BIN). Only the Payments API returns this field.

DestinationDetailsCardDetailsCardVersion Int64 True

Current version number of the card. Increments with each card update. Requests to update an existing Card object will be rejected unless the version in the request matches the current version for the Card.

DestinationDetailsCardDetailsEntryMethod String True

The method used to enter the card's details for the refund.

The allowed values are KEYED, SWIPED, EMV, ON_FILE, CONTACTLESS.

DestinationDetailsCardDetailsAuthResultCode String True

The authorization code provided by the issuer when a refund is approved.

DestinationDetailsCashDetailsSellerSuppliedMoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents. Monetary amounts can be positive or negative.

DestinationDetailsCashDetailsSellerSuppliedMoneyCurrency String False

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

DestinationDetailsCashDetailsChangeBackMoneyAmount Int64 True

The amount of money, in the smallest denomination of the currency indicated by currency. For example, when currency is USD, amount is in cents. Monetary amounts can be positive or negative.

DestinationDetailsCashDetailsChangeBackMoneyCurrency String True

The type of currency, in ISO 4217 format. For example, the currency code for US dollars is USD.

DestinationDetailsExternalDetailsType String False

The type of external refund the seller paid to the buyer.

The allowed values are CHECK, BANK_TRANSFER, OTHER_GIFT_CARD, CRYPTO, SQUARE_CASH, SOCIAL, EXTERNAL, EMONEY, CARD, STORED_BALANCE, FOOD_VOUCHER, OTHER.

DestinationDetailsExternalDetailsSource String False

A description of the external refund source.

DestinationDetailsExternalDetailsSourceId String False

Id linking the refund to its originating external source.

TeamMemberId String False

Id of the team member associated with processing the refund, if applicable.

TerminalRefundId String True

Id of the refund processed through Square Terminal, if applicable.

DestinationDetailsCardDetailsCardCardBrand String True

The card's brand.

The allowed values are VISA, MASTERCARD, AMERICAN_EXPRESS, DISCOVER, DISCOVER_DINERS, JCB, CHINA_UNIONPAY, SQUARE_GIFT_CARD, SQUARE_CAPITAL_CARD, INTERAC, EFTPOS, FELICA, OTHER_BRAND.

DestinationDetailsCardDetailsCardExpMonth Int64 True

The expiration month of the associated card as an integer between 1 and 12.

DestinationDetailsCardDetailsCardExpYear Int64 True

The four-digit year of the card's expiration date.

DestinationDetailsCardDetailsCardFingerprint String True

Intended as a Square-assigned identifier, based on the card number, to identify the card across multiple locations within a single application.

DestinationDetailsCardDetailsCardCardType String True

The type of the card.

The allowed values are UNKNOWN_CARD_TYPE, CREDIT, DEBIT.

DestinationDetailsCardDetailsCardPrepaidType String True

Indicates whether the Card is prepaid or not.

The allowed values are UNKNOWN_PREPAID_TYPE, NOT_PREPAID, PREPAID.

DestinationDetailsCardDetailsCardEnabled Boolean True

Indicates whether or not a card can be used for payments.

DestinationDetailsCardDetailsCardCoBrand String True

The card's co-brand, if any.

The allowed values are UNKNOWN, AFTERPAY, CLEARPAY.

DestinationDetailsCardDetailsCardIssuerAlert String True

An alert issued by the card issuer about the status of the card.

DestinationDetailsCardDetailsCardIssuerAlertAt Datetime True

The timestamp when the issuer alert was generated, in RFC 3339 format.

DestinationDetailsCardDetailsCardHsaFsa Boolean True

Indicates whether the card is a Health Savings Account (HSA) or Flexible Spending Account (FSA) card.

DestinationDetailsCardDetailsCardCreatedAt Datetime True

The timestamp when the card was created, in RFC 3339 format.

DestinationDetailsCardDetailsCardDisabledAt Datetime True

The timestamp when the card was disabled, in RFC 3339 format.

DestinationDetailsCardDetailsCardBillingAddressLine1 String True

The first line of the address.

DestinationDetailsCardDetailsCardBillingAddressLine2 String True

The second line of the address, if any.

DestinationDetailsCardDetailsCardBillingAddressLine3 String True

The third line of the address, if any.

DestinationDetailsCardDetailsCardBillingAddressAdministrativeDistrictLevel1 String True

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

DestinationDetailsCardDetailsCardBillingAddressAdministrativeDistrictLevel2 String True

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

DestinationDetailsCardDetailsCardBillingAddressAdministrativeDistrictLevel3 String True

A civil entity within the address's administrative_district_level_2, if any.

DestinationDetailsCardDetailsCardBillingAddressCountry String True

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

DestinationDetailsCardDetailsCardBillingAddressFirstName String True

Optional first name when it's representing recipient.

DestinationDetailsCardDetailsCardBillingAddressLastName String True

Optional last name when it's representing recipient.

DestinationDetailsCardDetailsCardBillingAddressLocality String True

The city or town of the address.

DestinationDetailsCardDetailsCardBillingAddressPostalCode String True

The address's postal code.

DestinationDetailsCardDetailsCardBillingAddressSubLocality String True

A civil region within the address's locality, if any.

DestinationDetailsCardDetailsCardBillingAddressSubLocality2 String True

A civil region within the address's sublocality, if any.

DestinationDetailsCardDetailsCardBillingAddressSubLocality3 String True

A civil region within the address's sublocality_2, if any.

Pseudocolumns

Pseudo column fields are used in the WHERE clause of SELECT statements (unless stated otherwise) and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DestinationId String

The ID indicating where funds will be refunded to. Required for unlinked refunds.

PaymentVersionToken String

Used for optimistic concurrency. This opaque token identifies the current Payment version that the caller expects. If the token mismatches, the call returns a CONFLICT error. (Beta)

CustomerId String

The Customer ID of the customer associated with the refund. Only allowed when Unlinked is true. Required if DestinationId refers to a card on file created using the Cards API.

SourceType String

Filters refunds by the source type of the associated payment.

The allowed values are CARD, BANK_ACCOUNT, WALLET, CASH, EXTERNAL.

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Build 26.0.9770