thread Can Square transfer customer names, appointments and products (skus) over from MindBody? in Archived Discussions (Read Only)

Can Square transfer customer names, appointments and products (skus) over from MindBody?

clairc — Tue, 24 Oct 2017 22:19:34 GMT

I want to transfer everything over so I don't have to start over completely...

Re: Can Square transfer customer names, appointments and products (skus) over from MindBody?

Helen — Wed, 25 Oct 2017 23:21:17 GMT

Hello @clairc, welcome to Square!

There isn't a way to transfer information over from another platform to Square unfortunately! I know it would save you a lot of time and I'm sorry for the frustration!

However, you can use an Excel/CSV template to import your products to Square in bulk (including SKUs). The steps to download the template and import everything are available in this Support Center article: Import Items Online.

You can also use a different template to import your customers to Square. The steps to import customers in bulk are here: Manage Your Customer Directory Online.

If you have any other questions about using Square please don't hesitate to reach out!

How can I transfer all my data from Mindbody?

Beth78 — Tue, 11 Aug 2020 17:24:27 GMT

This reply was created from merging an existing thread: How can I transfer all my data from Mindbody?

I want to switch to Square booking and payment processing from Mindbody. How do I import my services, retail, and possibly client notes?

Re: How can I transfer all my data from Mindbody?

Valentina — Tue, 11 Aug 2020 17:20:21 GMT

Welcome welcome @Beth78! 🙌✨

I've moved your post to this thread where @Helen provided a response when someone else asked this question. You should be able to move quite a bit of what you're looking to move by taking a look at these two linked Support Center articles, but feel free to reach out directly if you need a hand from one of our team members 😊