Exporting Your Data From: Square

Article Summary: Learn how to export your data from Square. 

We’re excited to have you join our StyleSeat community and want to ensure you’re in great hands! We understand switching platforms can feel overwhelming, but you don’t have to do it alone. Our team is here to fully support you during your onboarding journey, and we’re committed to making your data transfer and setup as smooth and stress-free as possible. Our dedicated specialists are ready to guide you every step of the way. Here are the steps to export your Square account information. 

NOTE: The File must be in a CSV or Excel spreadsheet format.

Exporting Client Information:

To export client information, please follow these steps:

1. Access your Square Dashboard

2. In the left-hand menu, select Customer Directory

3. Choose Import/Export and then click Export Customers

4. Select All Customers

5. Click Export to generate your report. 

Finally, click Download to save the file

Exporting Upcoming Appointment Information:

To export upcoming appointment information, please follow these steps:

1. Go to your Square Dashboard

2. In the left-hand menu, select Appointments

3. Click on Settings

4. Choose History

Finally, click Export on the upper left side

NOTE: Repeated appointments are not included in the file export. Please indicate any repeating appointments manually to our team. 

Exporting Product Inventory:

To export your products from Square, please follow these steps:

1. Access your Square Dashboard

2. In the left-hand menu, select Items & Orders

3. Click on Items

4. Choose Item Library

5. Click Export Library

Apply your desired filters, then click Export (ensure to export as a CSV file)

Exporting Your Services:

To export your services from Square, please follow these steps:

1. Access your Square Dashboard

2. In the left-hand menu, select Items & Orders

3. Click on Items

4. Choose Service Library. You can either:

   • Take photos of your Service Library to share with us, and include any additional details, like whether your services should be visible on your online booking site

   • Select or highlight all services, then press 'Ctrl+C' to copy the data > Open Excel and press 'Ctrl+V' to paste the information > Save the Excel file