Workflow templateReport in-store sales back to Meta Ads
Sends each day's Square in-store purchases to Meta Ads as conversion events, so campaign reporting includes store revenue.
Workflow illustration
01Trigger
TriggerEvery day at 06:00 PM UTC, pull the day's completed Square Point of Sale payments.
02Me
Meta AdsUse a custom Meta Ads integration, not the managed connection, with my Events Manager access token.
03
Custom stepRead Meta's Conversions API reference.
04Sq
SquarePost each payment to my dataset as a physical-store Purchase event with its value, currency, epoch-second time, and hashed customer email and phone, using the Square payment id as the order id so nothing uploads twice.
05
OutputFinish
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
When
Every day at 06:00 PM UTC, pull the day's completed Square Point of Sale payments.
Then
- Use a custom Meta Ads integration, not the managed connection, with my Events Manager access token.
- Read Meta's Conversions API reference.
- Post each payment to my dataset as a physical-store Purchase event with its value, currency, epoch-second time, and hashed customer email and phone, using the Square payment id as the order id so nothing uploads twice.
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Square
Meta Ads