thread Re: How do I import my existing clients into square's appointment software? in Archived Discussions (Read Only)

How do I import my existing clients into Square's Appointment software?

MissionAcu — Sun, 10 Mar 2019 18:09:04 GMT

I currently use a different appointments software and am hoping to move to square... I have the trial right now and am setting it up. I was told I could import my existing client data to square. Doesn anyone know how? I definitely need to import existing first, last name, phone number, email and future appointments. It would be great to be able to import past appointments as well. And I'm assuming I'll need to acquire their credit card information again for square and that cannot be imported?
Thank you,
Dafna

Re: How do I import my existing clients into square's appointment software?

Chad — Fri, 26 May 2017 21:35:15 GMT

Hello @MissionAcu, I can certainly help!

Square has the ability to import your clients information in bulk! To get started you will have to head to your Square Dashboard and the Customers tab.

Once you're on this page select the Import/Export option on the left side of the page. If you click on Import it will pull up a pop up prompting you to drag and drop a CSV file. Select the option to download our CSV templet.

Once your done adding all of your customers info to the templet you can head back to the import tool. You will just need to drag and drop your file into the box and the final step is to assign the fields for the column assignments. Then hit import! 😀

Currently Square does not have the ability to import appointments or calendars from other scheduling software. You will have to manually add these by hand. It is a feature request so I will make sure to flag your post for our Appointments Product Team.

If I can help with anything else feel free to comment back! I'll keep an eye out for your reply.

Re: How do I import my existing clients into square's appointment software?

MissionAcu — Thu, 08 Jun 2017 19:55:20 GMT

Thank you Chad,

This was very helpful. I imported my 500 plus clients!

And now for the next question: inventory!

Is there a way to bulk enter items? I don't need to enter amounts in stock, just the items from my old system so I don't have to manually enter all of them.

As a side note, how do we keep track of the amount of items? Is this possible in Square, or is it just listing items, not tracking inventory?

Thank you again,

Dafna

Re: How do I import my existing clients into square's appointment software?

EJ_ — Sun, 11 Jun 2017 18:24:48 GMT

Hi @MissionAcu

You can definitely import your existing items in bulk. Check out this Support Center article for information on how to do so:

Import Items Online

You can keep track of inventory amounts from your dashboard as well so long as you enable Inventory Management for your items.

Moving from one online scheduler to square

JessicaECS — Sun, 25 Mar 2018 18:52:04 GMT

This reply created from merging an existing thread: "Moving from one online scheduler to square" The author has been notified via email.

I would like to move my schedulicity appointments and client list over to square up online scheduler, Is this possible and if so how do I go about doing it?

Merge styleseat schedule

Angie3 — Sun, 10 Mar 2019 18:10:52 GMT

This reply was created from merging an existing thread: Merge styleseat schedule

Is there a way to merge styleseat clients and schedule? I am thinking of merging as I feel this would be easier for one on my pocketbook. Can you do it seamlessly?

Re: Merge styleseat schedule

Helen — Sun, 10 Mar 2019 18:10:17 GMT

@Angie3 Take a look at Chad's Best Answer to a similar post in this thread!

Re: How do I import my existing clients into square's appointment software?

Littlerascals67 — Sun, 19 Apr 2020 18:05:34 GMT

I cannot figure this out on my android phone. I need to transfer all my contacts to the app!

Re: How do I import my existing clients into square's appointment software?

JustinC — Tue, 21 Apr 2020 14:55:10 GMT

@Littlerascals67

Rather than logging into Dashboard on your mobile Android device, the import might be easier from a computer. Try there using Google Chrome for your browser.

Re: Merge Vagaro Data

Amberp — Wed, 13 May 2020 18:52:51 GMT

Are you guys able to merge client phone numbers, email, formulas and previous appts into squares booking software? Also is there advertising like vagaro does!

Re: Merge Vagaro Data

Alex_ — Fri, 15 May 2020 00:24:41 GMT

Hi @Amberp,

For this inquiry, we recommend contacting our Appointments Team in order to have a specialist look into this integration possibility. Feel free to reach them via email here, or by giving them a call at 1 (855) 700-6000 (Monday-Friday, 6am-6pm PST) - but you'll also need your customer code. The steps to look up your code are here.

Please let me know if you have any other questions by replying to this thread.

Upload client formulas

CarolineM — Sun, 20 Dec 2020 23:58:03 GMT

How do I transfer my client formulas from Salon Biz to Square? I successfully transferred client info(phone, etc) with a CSV file.

Re: Upload client formulas

ashc — Mon, 21 Dec 2020 12:58:21 GMT

Heya @CarolineM and welcome to the Community.

I moved your post to an existing thread where another seller asked the same question within the thread.

As far as I know, we don't offer any options to upload client formulas on top of their information.

You can contact our Appointments team directly here to see if there's any workarounds they can suggest!

import past and present appointments

ellenincolorado — Wed, 20 Jan 2021 19:50:49 GMT

the answer I found on square was posted in 2017. Since it's now 2021, has this feature been added yet? I need to be able to import my entire information. it's 4 years worth of history.

Re: How do I import my existing clients into square's appointment software?

bestnails — Thu, 05 May 2022 17:17:29 GMT

Hi,

I followed your steps but i don't have import options. only export. can you help out?

Re: How do I import my existing clients into square's appointment software?

MayaP — Sun, 08 May 2022 14:39:15 GMT

Hi @bestnails,

Sorry you are having some issues, happy to help.

In your customer directory on dashboard you do not see option to import?

You are using Google Chrome correct? Can you provide screenshot of what you are seeing.

Thank you!