Exporting Clients from Square
Learn how to export your customer list from Square’s dashboard and prepare your CSV file correctly for smooth importing into a new platform.
Introduction
Exporting your clients from Square lets you easily take your customer information—such as names, phone numbers, and emails—with you as you transition to a new platform.
Step 1
Log into Your Square Dashboard
Go to squareup.com and sign in to your Square Dashboard using your business login.
Step 2
Navigate to Customers
From the main dashboard, click on Customers in the left-hand menu. This will bring you to your full client list.
Step 3
Click the Export Button
On the top right corner of the Customers page, you’ll see an Import/Export button. Click it and select Export Customers.
Step 4
Choose Export Format
Square will export your customer list as a CSV file. Before importing this file into another platform, make sure the CSV is saved using comma-separated values (”,”)—not semicolon-separated (”;”). This ensures your data maps correctly when importing elsewhere.
Step 5
Save the File
Download and save the file to your computer. It includes key client details like names, phone numbers, emails, and notes
Next Steps
Now that you’ve exported your clients from Square, you’re ready to import your client list into All Set. If you’re moving over data from Vagaro, the next section will guide you through that export process.