A daily per-location sales summary into a sheet

On schedule the scenario collects each location's previous-day sales and stores the summary in okoCrm.

  • Sales for all locations in one sheet
  • Collected automatically on schedule
  • Locations with no sales are skipped
  • Figures match the register's own report

How it works

To move data from okoCrm to automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger
  2. Then: Get Square Locations
  3. Then: Turn Locations Into List
  4. Then: Get Sales from Square
  5. Check: Ignore Locations w/o Sales
  6. If yes: Compile Sales Reports
  7. Then: Upload Sales to Google Sheets

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.