Tableau Connector for Square

Build 26.0.9770

Subscriptions

Creates and manages customer subscriptions in Square, including plan details, billing settings, payment methods, and subscription lifecycle status.

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: =.
  • LocationId supports the following operators: =, IN.
  • SourceName supports the following operators: =, IN.

Retrieve all subscriptions:

SELECT * FROM Subscriptions

Retrieve a specific subscription:

SELECT * FROM Subscriptions WHERE Id = 'f29e36f4-9732-4d31-8d23-d1ca6b2273f5'

Insert

To create a subscription, you must specify the LocationId, CustomerId, and PlanVariationId columns and the Ordinal and OrderTemplateId pseudo-columns.

INSERT INTO Subscriptions(LocationId, CustomerId, PlanVariationId, Ordinal, OrderTemplateId) VALUES('92BYHNBR6W77E', '73VZQE9T08ZVVDPBBJ42JED0Y8', 'AF3H4KOG4HK54EPPTE7YIAK7', 0, 'saE29DtJG5iMpoGhg5ho2er0KjAZY')

Update

Update a subscription by providing the Id:

UPDATE Subscriptions SET Note = 'New Note' WHERE Id = '52eb5160-1eeb-45c3-bf81-b02beb1824d2'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The Square-assigned Id of the subscription.

LocationId String False

The Id of the location associated with the subscription.

CustomerId String False

The Id of the subscribing customer's Square profile.

PlanVariationId String False

The Id for the specific subscription plan variation the customer is subscribed to.

SourceName String False

The name used to identify the place (physical or digital) that a subscription originates. If unset, the name defaults to the name of the application that created the subscription.

StartDate Date False

The YYYY-MM-DD-formatted date to start the subscription.

CanceledDate Date False

The YYYY-MM-DD-formatted date to cancel the subscription, when the subscription status changes to CANCELED and the subscription billing stops.

ChargedThroughDate Date True

The YYYY-MM-DD-formatted date up to when the subscriber is invoiced for the subscription.

Note String False

An optional note to include when creating a payment.

Status String True

The current status of the subscription.

The allowed values are PENDING, ACTIVE, CANCELED, DEACTIVATED, PAUSED, COMPLETED.

TaxPercentage String False

The tax amount applied when billing the subscription.

InvoiceIds String True

The Ids of the invoices created for the subscription, listed in order when the invoices were created.

PriceOverrideMoneyAmount Int64 False

The amount of money, in the smallest denomination of the currency indicated by currency, which overrides the cost of a subscription plan variation with STATIC pricing.

PriceOverrideMoneyCurrency String False

The type of currency (in ISO 4217 format) used to indicate the type of currency for the amount which overrides the cost of a subscription plan variation with STATIC pricing.

Version Int64 False

The version of the object. When updating an object, the version supplied must match the version in the database, otherwise the write will be rejected as conflicting.

CreatedAt Datetime True

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

CardId String False

The Id of the subscriber's card used to charge for the subscription.

Timezone String False

Timezone used in date calculations for the subscription. Defaults to the timezone of the location based on location_id.

Phases String False

Array of subscription phases, each defining a pricing and billing schedule for a portion of the subscription term.

Actions String True

The list of scheduled actions for this subscription.

MonthlyBillingAnchorDate Integer False

The day of the month on which the subscription issues invoices and publishes orders.

CompletedDate Date False

The YYYY-MM-DD-formatted date when the subscription enters a terminal state. (Beta)

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
Ordinal Int64

Index of the subscription phase within the overall subscription plan.

OrderTemplateId String

Id of the order template used to generate recurring orders for billing.

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Build 26.0.9770