Square
Filament

Ask questions about your Square data

Connect Square to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Square tracks your transactions and inventory, but understanding which products drive repeat purchases or how payment timing affects customer retention requires connecting to your marketing and customer data. Filament links your Square sales data to your CRM, email platform, and analytics tools so you can explore customer behaviour and product performance without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Square KPIs with Filament Analytics

Connect your Square account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Square metrics you can track in Filament:

Orders
Track individual purchase transactions with order_id, total_money, line_items, location_id, customer_id, and created_at to analyze sales patterns and customer behaviour.
records:
order_idtotal_moneyline_itemslocation_idcustomer_idcreated_at
Payments
Monitor payment processing details with payment_id, amount_money, status, card_details, processing_fee, and payment_method to track transaction success rates and payment preferences.
records:
payment_idamount_moneystatuscard_detailsprocessing_feepayment_method
Refunds
Track refund activity with refund_id, amount_money, reason, order_id, and created_at to identify product issues and measure return rates across items and locations.
records:
refund_idamount_moneyreasonorder_idcreated_at
Customers
Access customer profiles with customer_id, email_address, phone_number, creation_source, created_at, and visit_count to segment audiences and track customer acquisition channels.
records:
customer_idemail_addressphone_numbercreation_sourcecreated_atvisit_count
Catalog Items
Analyze product catalog with item_id, name, variations, category, pricing, and inventory_count to track which products sell best and optimize stock levels.
records:
item_idnamevariationscategorypricinginventory_count
Inventory Adjustments
Monitor stock changes with adjustment_id, catalog_object_id, from_state, to_state, occurred_at, and location_id to understand inventory turnover and prevent stockouts.
records:
adjustment_idcatalog_object_idfrom_stateto_stateoccurred_atlocation_id
Gift Cards
Track gift card activity with gift_card_id, balance_money, state, customer_id, and activity_history to measure gift card redemption rates and promotional effectiveness.
records:
gift_card_idbalance_moneystatecustomer_idactivity_history
Customer Groups
Segment customers with group_id, name, customer_ids, and created_at to build a kpi dashboard tracking retention and purchase behaviour across different customer segments.
records:
group_idnamecustomer_idscreated_at
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Combine Square with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Square lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Square data gets even more powerful when combined with other tools:

Square
Klaviyo

Square + Klaviyo

Connect Square transaction data with Klaviyo email campaigns to see which products drive the most repeat purchases and how post-purchase emails affect customer lifetime value.

Square
Google Analytics 4

Square + Google Analytics 4

Connect Square payment data with GA4 sessions to track which traffic sources generate the highest transaction values and how online browsing affects in-store purchases.

Square
Xero

Square + Xero

Connect Square payment processing with Xero accounting records to reconcile daily sales, track payment fees against revenue, and analyze cash flow patterns across locations.

Benefits of Filament's Square Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Square account

Connect your Square account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Square data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Square dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Square integration FAQ

Everything you need to know about connecting Square with Filament and getting the most out of your data.