Zapier- Square New Order Customer Data

Questions
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1

I’m having issues getting customer data through API to zapier.
After connecting my square and zapier accounts, I’ve setup a “New Order” trigger, applied a filter to only select certain items, and then add a new row to a google sheet with the customer name, email, item purchased, quantity. Some orders are properly flowing to my google sheet however about half of them come through missing the customer name or email. I’ve attempted searching through both zapier and squares forums to find a solution to no avail.

When viewing the records received on zapier via api, I can see all data except for the customer data lines. I’ve also attempted using an authorization token and GET function but receive the same data.

My items do require fulfillment and when viewing the transaction through my square dashboard I’m able to see the customer name and email with no issue. It seems the problem is isolated to relaying the correct info via api.

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Here is a list of some order ID’s for reference missing customer data:
byusEkRBTUjRGFrxpFVNiAbuz4KZY
BpGVvMlgxd5gSvGSHhGBSdFD2ScZY
DWCKw6LJNkABmjwREDDSHI6aocaZY
The following order ID’s have the customer data listed:
TCc07sYp7HRTj9RyyyqUzaLAsVRZY
jgruF9PZOoarL3A4ndRPJrlfqYNZY
Xa3aAzqLORBtIDyFULG7NxpmaiSZY

I’ve tried changing the original trigger from New Order to New Payment and others with no luck. Would really appreciate any ideas to try and get this situated.

2

:waving_hand: I’m Square Dev AI, here to help answer your question!
Based on the information you’ve provided, the following documentation will help answer your question:

Additional Documentation

Orders API
Integrate Customer Profiles with Other Services
https://developer.squareup.com/docs/squarebridge/business-central/onboard

If this documentation helped you find a solution, please check the box indicating that this reply solves the problem.
Otherwise one of our Developer Advocates will provide additional assistance shortly.

3

With Square the order won’t always have the customer_id in it. The payment is where the customer_id is and you can use that ID to call RetrieveCustomer to get the customer data. :slight_smile: