Automatisches Senden des täglichen Square-Verkaufs-Zusammenfassungsberichts per Microsoft Outlook
Fortgeschritten
Dies ist ein CRM-Bereich Automatisierungsworkflow mit 15 Nodes. Hauptsächlich werden If, Code, SplitOut, HttpRequest, ConvertToFile und andere Nodes verwendet. Automatisches Senden des täglichen Square-Verkaufs-Zusammenfassungsberichts per Microsoft Outlook
Voraussetzungen
- •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
Verwendete Nodes (15)
Kategorie
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "c68fc3de-a2b2-49b5-8e83-958a959a6948",
"name": "Square-Standorte abrufen",
"type": "n8n-nodes-base.httpRequest",
"position": [
1040,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/locations",
"options": {},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "a0db025a-e0a2-43cc-bf27-3931e272d2f7",
"name": "Standorte in Liste umwandeln",
"type": "n8n-nodes-base.splitOut",
"position": [
1264,
544
],
"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
},
"typeVersion": 1
},
{
"id": "74cb6901-8f88-4ecd-b099-098b71a467b1",
"name": "Standorte ohne Verkäufe ignorieren",
"type": "n8n-nodes-base.if",
"position": [
1760,
544
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "498f5fab-6930-4e89-9fbe-0d67671da8d2",
"operator": {
"type": "array",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.orders }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "2b585476-811b-49fe-add8-e5c99c46c5b9",
"name": "Verkäufe von Square abrufen",
"type": "n8n-nodes-base.httpRequest",
"position": [
1520,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "ca230503-4d53-421e-a0aa-7529b6f5c33b",
"name": "Verkaufsberichte zusammenstellen",
"type": "n8n-nodes-base.code",
"position": [
2048,
544
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Schedule Trigger').item.json.timestamp.split('T')[0];\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
},
"typeVersion": 2
},
{
"id": "5f149d75-0a97-497c-8def-1d578a8d9fb3",
"name": "Notiz",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
0
],
"parameters": {
"width": 660,
"height": 1440,
"content": "## Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook\n\n## What It Does \nThis workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis.\n\nThis workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358)\n\n## Prerequisites \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Microsoft Outlook credential\n\n## How to Set Up Square Credentials: \n- Go to **Credentials > Create New** \n- Choose **Header Auth** \n- Set the **Name** to `Authorization` \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works \n1. **Trigger:** The workflow runs every day at 4:00 AM \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the specified report_date \n4. **Filter Empty Locations:** Locations with no sales are ignored \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report \n6. **Create CSV File:** A CSV file is created containing the relevant data \n7. **Send Email:** An email is sent to the chosen third party \n\n## Example Use Cases \n- Automatically send Square sales data to management to improve the quality of planning and scheduling decisions \n- Automatically send data to an external third party, such as a landlord or agent, who is paid via commission \n- Automatically send data to a bookkeeper for entry into QuickBooks \n\n## How to Use \n- Configure both HTTP Request nodes to use your Square API credential \n- Set the workflow to **Active** so it runs automatically \n- Enter the email address of the person you want to send the report to and update the message body \n- If you want to remove the n8n attribution, you can do so in the last node \n\n## Customization Options \n- Add pagination to handle locations with more than 1,000 orders per day\n- Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week \n\n## Why It's Useful \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.\n"
},
"typeVersion": 1
},
{
"id": "9372abca-8e5e-4852-8aa1-be7c811b1317",
"name": "Notiz1",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Trigger \n- This workflow runs every day at 8:00 AM. \n- Each day, it pulls the previous day's sales data from Square.\n"
},
"typeVersion": 1
},
{
"id": "7c501a7c-e000-4949-b408-cb76716752cf",
"name": "Notiz2",
"type": "n8n-nodes-base.stickyNote",
"position": [
960,
352
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## Get Square Locations and Process Each One Separately \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
},
"typeVersion": 1
},
{
"id": "e4071c89-b71b-41d1-9c0d-a5d03bdf7aab",
"name": "Notiz3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1440,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Get Sales from Square \n- This HTTP node retrieves all orders for the given location on the specified date."
},
"typeVersion": 1
},
{
"id": "82226c69-8d34-4ee2-b781-8840c2371984",
"name": "Notiz4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1984,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Compile a Report for Each Location \n- This code node calculates totals for each location. \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
},
"typeVersion": 1
},
{
"id": "40878fe8-40f8-4076-880d-f59e7a895bed",
"name": "Zeitplan-Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
784,
544
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "8756248b-7a1d-48d0-a237-9b888520114a",
"name": "Notiz5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2240,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Convert the Square Sales Summary into a CSV File \n"
},
"typeVersion": 1
},
{
"id": "7c78db77-adb2-4331-b11b-d50519ec894e",
"name": "Verkaufszusammenfassung in CSV-Datei konvertieren",
"type": "n8n-nodes-base.convertToFile",
"position": [
2320,
544
],
"parameters": {
"options": {
"fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
},
"binaryPropertyName": "sales_report"
},
"typeVersion": 1.1
},
{
"id": "0cf921ca-0140-4ba5-bb96-88a2ebccac3c",
"name": "Notiz6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2512,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Send the Report to the Finance Team / Manager"
},
"typeVersion": 1
},
{
"id": "509dee6d-39af-45a5-b2c8-d72a47c960bb",
"name": "Bericht senden",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
2576,
544
],
"webhookId": "d3b5fd42-a7ac-4b58-a810-5a91528a5ddb",
"parameters": {
"subject": "=Your Square Sales Report for {{ $('Schedule Trigger').item.json['Readable date'].split(',')[0] }}",
"bodyContent": "<p>Hello User,</p>|<p>Please see the attached report containing yesterday's sales!</p><p>Best,<br> An Efficient Person</p>",
"toRecipients": "user@example.com",
"additionalFields": {
"bodyContentType": "html"
}
},
"typeVersion": 2
}
],
"pinData": {},
"connections": {
"40878fe8-40f8-4076-880d-f59e7a895bed": {
"main": [
[
{
"node": "c68fc3de-a2b2-49b5-8e83-958a959a6948",
"type": "main",
"index": 0
}
]
]
},
"c68fc3de-a2b2-49b5-8e83-958a959a6948": {
"main": [
[
{
"node": "a0db025a-e0a2-43cc-bf27-3931e272d2f7",
"type": "main",
"index": 0
}
]
]
},
"ca230503-4d53-421e-a0aa-7529b6f5c33b": {
"main": [
[
{
"node": "7c78db77-adb2-4331-b11b-d50519ec894e",
"type": "main",
"index": 0
}
]
]
},
"2b585476-811b-49fe-add8-e5c99c46c5b9": {
"main": [
[
{
"node": "74cb6901-8f88-4ecd-b099-098b71a467b1",
"type": "main",
"index": 0
}
]
]
},
"a0db025a-e0a2-43cc-bf27-3931e272d2f7": {
"main": [
[
{
"node": "2b585476-811b-49fe-add8-e5c99c46c5b9",
"type": "main",
"index": 0
}
]
]
},
"74cb6901-8f88-4ecd-b099-098b71a467b1": {
"main": [
[
{
"node": "ca230503-4d53-421e-a0aa-7529b6f5c33b",
"type": "main",
"index": 0
}
]
]
},
"7c78db77-adb2-4331-b11b-d50519ec894e": {
"main": [
[
{
"node": "509dee6d-39af-45a5-b2c8-d72a47c960bb",
"type": "main",
"index": 0
}
]
]
}
}
}Häufig gestellte Fragen
Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Fortgeschritten - Kundenbeziehungsmanagement
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Anzahl der Nodes15
Kategorie1
Node-Typen8
Autor
Rosh Ragel
@roshragelExterne Links
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