thread Re: New Square Customer - Which Tasks are better for Square to setup in Feedback Discussions

New Square Customer - Which Tasks are better for Square to setup

ACF-Kevin — Thu, 16 Jul 2026 12:58:58 GMT

We are entirely new to Square. Just got our equipment and stated the setup of the account.

Which of the tasks do you recommend we have Square setup and which ones are easiest for us to setup?

Customer Migration
Item Import
POS Menu Build - thinking of this one too but want control of the setup
Loyalty Migration - We do not currently have one in our old system
Gift Cards Migration - Use paper gift certificates now
Square Online Site Copy (design only)
Team Member Build - We want to do this one too
Square for Franchises New Location - Not using Square Franchises
Square to Square account Migration - We are not migrating from Square, we used Clover

Re: New Square Customer - Which Tasks are better for Square to setup

sacredheart926 — Thu, 16 Jul 2026 15:56:09 GMT

I would have them do the Customer Migration and the Item Import the rest you can do!

Re: New Square Customer - Which Tasks are better for Square to setup

ehflower — Thu, 16 Jul 2026 17:26:56 GMT

I second customer Migration, but "clean" it. (garbage in garbage out) Remove, clients that have moved, Haven't shopped you in over 4 years, died or the relationship has been terminated.

However, I would "clean" item library (Look especially for items that have never moved (sold, dumped, donated etc) and get rid of it). to the best of your ability and I would have square migrate over that information, because square can get a lot of the information under the right column in the square spreadsheet, it also gives you a framework for what information goes where. We had square do it for us, but I am still chasing ghosts from the original migration that had bad info (bad skus, bad names, or whatever)

After migration into your square platform, i would then download that new "item library" from square, convert to an excel and fill in the blanks and still look for the items that might not be correct, and then re-upload it into your dashboard.

Quite possibly the AI manager bot can assist, but I am so old I will live and die by my spreadsheet. it is possible microsoft's ai copilot might help you. and if you do figure out how to get copilot to help... please share.