This n8n workflow automates the process of generating detailed monthly sales reports from Square for multiple locations. It runs automatically on the first day of each month, retrieving sales data from Square’s API, processing and aggregating the data to match Square’s Sales Summary, and then emailing the report as a CSV attachment to key stakeholders. The workflow involves several steps: scheduling, fetching location data, obtaining orders for each location within the previous month, filtering out locations without sales, processing complex sales data—including refunds, discounts, and different tender types—and finally converting this summary into a CSV file for distribution.
Key nodes include HTTP requests to Square’s API, JavaScript code for date calculations and data aggregation, and email integration with Gmail for report delivery. This setup is highly practical for businesses that want to streamline monthly financial reviews, sales analysis, or reporting to external partners without manual effort. It ensures accurate, timely, and consistent sales data delivery, saving time and reducing errors in manual report compilation.
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