Solutions

Company

DataMind Universe

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Payments & Banking

Connect Square Payments to DataMind OS.

Sync payments, refunds and disputes from Square Payments into your Lake, on your own servers. The AI reads the Square Payments API docs, asks you a few questions and builds the connector.

Square Payments

by Block

Square payment APIs record card-present and online payments, refunds, disputes, payouts and the customer profiles attached to them. For restaurants, shops and service businesses, putting that history in a Lake next to reviews, staffing and accounting shows what drives daily revenue at each location and whether payouts match what was sold.

Type
Payment gateway
Interface
REST API
Built with
Connect Any API
Credentials
OAuth 2.0, Access token

02Data

What you can sync.

  • Payments
  • Refunds
  • Disputes
  • Payouts
  • Customers

Bring Square Payments payments into the same model as revenue and costs, so finance and operations read the same numbers.

Need more? Name any other Square Payments data the API returns, and the AI adds it to the connector.

03Credentials

Credentials you will need.

  • OAuth 2.0 (client ID, client secret, refresh token)
  • An access token

Square Payments uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Block if you need help.

04Questions

Questions you can answer.

Once Square Payments data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.

  1. How does revenue per hour compare across locations and weekdays?
  2. What share of payments come from returning customer profiles, and how often do they visit?
  3. How much did disputes and refunds cost each location last quarter?
  4. Do payouts match card sales minus processing fees for each day?

05How it works

How it works in DataMind.

  1. Pick Square Payments.

    Open Lake, pick Square Payments in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Square Payments API docs.

  2. Answer a few questions.

    The AI reads the Square Payments documentation, then asks which credentials you will use, which data to sync (for example payments and refunds), whether you want a one-time load or a recurring sync, and which accounts or filters apply.

  3. Your data lands in Lake.

    It builds the connector, tests it and shows you sample rows. Then Square Payments data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.

06Pairs

Works well with Square Payments.

Sources teams join with Square Payments in the Warehouse, each one connected the same way.

Your move.

Connect Square Payments and every other source on your own servers. Two months, free.