Square
Filament

Ask questions about your Square data

Connect Square to Filament and turn your data into instant reports and dashboards. No spreadsheets. No setup. Just ask questions and get answers.

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Square tracks your point of sale transactions and inventory, but understanding which products drive repeat purchases or how in-store sales correlate with your online marketing requires connecting to your email platform and advertising data. Filament links Square to your other tools and answers questions about customer behaviour and campaign performance in plain English.

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.

View documentation

Key Square metrics you can track in Filament:

Customers
Track customer profiles with contact details, creation dates, lifetime value, and visit history. Analyse repeat purchase behaviour and customer segments across locations.
records:
idemail_addresscreated_attotal_spentvisit_count
Orders
Track individual transactions with line items, payments, fulfillment status, and location data. Analyse sales patterns by time, location, and product mix.
records:
idcreated_attotal_moneyline_itemslocation_idstate
Payments
Track payment transactions with processing fees, payment methods, and refund status. Calculate net revenue and analyse payment method preferences by customer segment.
records:
idamount_moneyprocessing_feepayment_methodstatusrefunded_money
Catalog Items
Track products with variations, modifiers, pricing, and category assignments. Analyse product performance and pricing strategies across locations.
records:
idnamevariationscategory_iditem_data
Inventory
Track stock levels, inventory adjustments, and transfers between locations. Monitor stock movement patterns and identify slow-moving or out-of-stock items.
records:
catalog_object_idlocation_idquantitycalculated_atstate
Refunds
Track refunded transactions with reason codes, amounts, and associated payments. Analyse refund patterns by product, location, and time period.
records:
idpayment_idamount_moneyreasoncreated_at
Invoices
Track invoiced sales with payment schedules, delivery methods, and customer details. Monitor outstanding invoices and payment collection rates.
records:
idinvoice_numbercustomer_idpayment_requestsstatuscreated_at
Customer Groups
Track customer segments with membership criteria and assigned customers. Analyse purchasing patterns and lifetime value by customer group.
records:
idnamecreated_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
xero
hubspot
intercom
raisely
salesforce-connector
stripe
google_ads
ga4
gsc
meta_ads
campaign_monitor
customerio
funraisin
instagram_business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
allflex
bigquery
gallagher_animal_performance
google_sheets
mysql
postgres
quickbooks
shopify
spreadsheets
woocommerce
etapestry
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support
attio
xero
hubspot
intercom
raisely
salesforce-connector
stripe
google_ads
ga4
gsc
meta_ads
campaign_monitor
customerio
funraisin
instagram_business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
allflex
bigquery
gallagher_animal_performance
google_sheets
mysql
postgres
quickbooks
shopify
spreadsheets
woocommerce
etapestry
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support

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

Square
Klaviyo

Square + Klaviyo

Connect Square purchase history with Klaviyo email campaigns to see which products drive the highest email engagement and which automated flows generate repeat store visits.

Square
Google Ads

Square + Google Ads

Connect Square transaction data with Google Ads campaign performance to track which ad campaigns drive in-store purchases and calculate actual revenue per advertising pound spent.

Square
Xero

Square + Xero

Connect Square sales data with Xero accounting records to reconcile daily transactions, track cost of goods sold by location, and analyse profit margins across your product catalogue.

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 a built-in analyst that understands plain English. Instead of struggling with complex 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 instant reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organization'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.