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Add a row in Google Sheets when a new booking in Square

When a new booking in Square, add a row in Google Sheets.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
2
Starts
A new booking in Square, within seconds

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new booking
A new appointment, within seconds. The token needs APPOINTMENTS_READ. The customer’s name and email are not in the event: find the customer by its ID in a step.
Add a row
Add a row at the bottom of a sheet, one value per column, left to right.
  1. Starts whenA new booking
  2. App stepAdd a row

What each client fills in

Google Sheets: Spreadsheet ID
For example from the URL: docs.google.com/spreadsheets/d/<this>/edit
Google Sheets: Sheet (tab)
For example Sheet1

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Square

    developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

  • Google Sheets

    In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Square, for “A new booking”
  2. Connect the client’s Google Sheets, for “Add a row”
  3. Fill in Google Sheets: Spreadsheet ID (For example from the URL: docs.google.com/spreadsheets/d/<this>/edit)
  4. Fill in Google Sheets: Sheet (tab) (For example Sheet1)
  5. Confirm with the client: The client is on Square Appointments Plus or Premium. On the free Appointments plan, bookings made in Square’s own dashboard or booking site send no event: only bookings made through the API do.
  6. Check the order of Google Sheets’s values, column by column against the client’s columns

Thrum is cooking.

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