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.
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.
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.