thread Re: Customer Migration issues to new square account in Customer Engagement

Customer Migration issues to new square account

OroBianco — Sun, 12 Apr 2026 07:20:48 GMT

Opened a new square account and cannot migrate my 14,000 customers, 4000 email subscribers, and 700 loyalty members. This is square to square and I’m the owner on both accounts.

Going back and forth with customer service and exporting and importing will not work! Had a rep for an hour thought it was fixed. Got a follow up email only about the loyalty. I asked about my other concerns and was told “sorry, I’m just working on loyalty”. Loyalty still a bust. Cannot get help. This is a terrible situation and hurting my business!

Any one have any advice or square are you listening?!

Re: Customer Migration issues to new square account

TheRealChipA — Sun, 12 Apr 2026 14:05:17 GMT

Hey there @OroBianco.. Unfortunately in two paragraphs you didn't give your fellow sellers any information to actually give any advice. I knot that customer export/import works, and that it is possible to even set beginning loyalty account points balances in the customer import, which seems to activate loyalty for those as long as thy have a phone number. So.....

Can you be specific about the error(s) you are getting? Or what is happening that is getting the way? Or absolutely ANYTHING that I/we might use to help you out. So far, this is just a rant. If you want us to try to help, help us help you please.

Re: Customer Migration issues to new square account

OroBianco — Sun, 12 Apr 2026 14:51:43 GMT

It’s a cry for help, not a rant.

The export function does not work in this case. The emails and numbers are hidden due to it being from instant profiles, and those types of customers will not transfer that data over. My hope is that someone from square will see my “rant” and help.

There aren’t errors really it’s just missing information that won’t export (with data) or import. My ask for help is how to get square to help as this needs a backend transfer.

Thanks

Re: Customer Migration issues to new square account

JTPets — Sun, 12 Apr 2026 15:06:48 GMT

Instant profile data is hidden by default, we only have access to data willingly given to us. Square has data on millions of customers

Re: Customer Migration issues to new square account

TheRealChipA — Sun, 12 Apr 2026 16:20:26 GMT

If you had said "instant profile" customers in your OP, I would not have wasted your time. That's what I meant about important information being omitted initially. That was the MOST important piece of information that should have been led with because it changes everything.

@JTPets is correct here. This is a privacy issue, one that Square promises to their "network" customers who haven't given them explicit authorization to share with "new" vendors. If your customer was already a Square customer because they ran cards with other Square sellers, there is no such authorization by default. They would have to explicitly go to their Square network profile and "fix" their privacy settings.

No matter, this is not something that you will probably see "fixed" any time soon. I, for one, have asked in the past a few times for a customer setting that would make it quick and painless for us to access network customers' information. Crickets. And, I just scanned the product roadmap and found nothing on this subject. It's my belief that you can't get there from here right now. I'm sure @JTPets will agree with me, and be as frustrated on this subject as a number of us are.