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

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 customer”
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. Check the order of Google Sheets’s values, column by column against the client’s columns