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Documentation Index

Fetch the complete documentation index at: https://guides.heyallset.com/llms.txt

Use this file to discover all available pages before exploring further.

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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.
1

Step 1

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Log into Your Square Dashboard

Go to squareup.com and sign in to your Square Dashboard using your business login.
2

Step 2

From the main dashboard, click on Customers in the left-hand menu. This will bring you to your full client list.
3

Step 3

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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.
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Step 4

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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.
5

Step 5

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Save the File

Download and save the file to your computer. It includes key client details like names, phone numbers, emails, and notes

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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.