Envoyer automatiquement le résumé des ventes quotidiennes Square par Microsoft Outlook
Intermédiaire
Ceci est unCRMworkflow d'automatisation du domainecontenant 15 nœuds.Utilise principalement des nœuds comme If, Code, SplitOut, HttpRequest, ConvertToFile. Envoyer automatiquement le rapport de vente quotidien récapitulatif de Square via Microsoft Outlook
Prérequis
- •Peut nécessiter les informations d'identification d'authentification de l'API cible
Catégorie
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "c68fc3de-a2b2-49b5-8e83-958a959a6948",
"name": "Obtenir les établissements Square",
"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": "Convertir les établissements en liste",
"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": "Ignorer les établissements sans ventes",
"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": "Obtenir les ventes depuis Square",
"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": "Compiler les rapports de ventes",
"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": "Note adhésive",
"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": "Note adhésive1",
"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": "Note adhésive2",
"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": "Note adhésive3",
"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": "Note adhésive4",
"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": "Déclencheur programmé",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
784,
544
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "8756248b-7a1d-48d0-a237-9b888520114a",
"name": "Note adhésive5",
"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": "Convertir le résumé des ventes en fichier CSV",
"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": "Note adhésive6",
"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": "Envoyer le rapport",
"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
}
]
]
}
}
}Foire aux questions
Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Intermédiaire - CRM
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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Informations sur le workflow
Niveau de difficulté
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Nombre de nœuds15
Catégorie1
Types de nœuds8
Description de la difficulté
Auteur
Rosh Ragel
@roshragelLiens externes
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