I just imported customers from another system. I created a field "Opted-In" and to update all

Rknopfphoto — Thu, 16 Apr 2026 23:19:10 GMT

I imported my customers from a CRM system. I only selected customers who have opted in to receive emails. I created a custom toggle field in my directory "Opted-In" and would like to bulk update the field to yes. I can't find any bulk-update facility. Is there one, or do I need to update all my imported customers one-by-one?

Re: I just imported customers from another system. I created a field "Opted-In" and to upd

tomven — Fri, 17 Apr 2026 21:40:50 GMT

Hi @Rknopfphoto,

The way I'd do this is, is to export all of your customers from Square to CSV and bulk update there. This gives you the native data structure Square uses for each customer and should allow you to mass configure your opted-in column by re-importing the data.

Square Dashboard > Customers > Customer directory > Directory
Import/Export > Export customers
Open the exported CSV and add or edit the column for ‘Opted-In’
Set the value to TRUE for each relevant entry in that column
Go back to Customers > Customer directory > Import customers
Upload your edited CSV
Map your ‘Opted-In’ column to the ‘Opted-In’ custom field, then import

Just be careful with your data too. When you import a CSV into Customer Directory, any fields included in the CSV that differ from what’s already in Square can overwrite existing customer info. So only include columns you actually want to update, and keep a backup copy of your original export before re-importing in case something goes wrong.

Once you've imported successfully:

Open a couple of customer profiles
Confirm the ‘Opted-In’ custom toggle is on
Confirm the email address is present and the profile looks eligible for your campaigns (and aligns with your consent records)

Official Square resources (handy references)

Create custom fields in your Customer Directory
Manage your Customer Directory online
Community steps for exporting customers (shows the exact menu path): How can I export my customer list?

thread I just imported customers from another system. I created a field "Opted-In" and to update all in Customer Engagement

I just imported customers from another system. I created a field "Opted-In" and to update all

Re: I just imported customers from another system. I created a field "Opted-In" and to upd