thread Re: Can I transfer contacts from gmail to square? in Archived Discussions (Read Only)

Import Customer names and email

LorenDonaldson — Wed, 30 Mar 2022 17:06:58 GMT

Is there a way to import a .csv file of customers and email addresses into the Square database?

Re: Import Customer names and email

EJ_ — Thu, 07 Jul 2016 17:42:22 GMT

Hi there.

You can absolutely import Customer names and emails.

To import your Customer List:

# Visit the "Customers page":https://squareup.com/dashboard/customers/list, click *Import* at the top-right corner. *Be sure you’re importing a CSV file.* XLS or other file formats will not import successfully.
# Click *Import*.
# Drag and drop your customer CSV file into the upload field or click "select it from your computer" to upload the file.
# Click Continue.
# Add this customer CSV file to an existing customer group or create a new group.# To add customers to an existing customer group, click the drop-down menu and select a group from the list.

# To create a new customer group, enter a group name and select "create new" in the drop-down field.
# Click Continue.
# Confirm that your customers’ information are in the correct columns. If there are errors, click the drop-down menu to the right of the field and select the correct field.# Note: Use the Notes attribute to keep all the information that doesn’t align with our predefined fields.

# Click Import to move this group to your Customer Directory.

Note: You can export your CSV from other email marketing tools, such as MailChimp or ConstantContact, and upload the file to your CustomerDirectory.

Re: Import Customer names and email

SakuraBG — Fri, 26 Aug 2016 15:31:50 GMT

I have tried to import my customer list, and i followed the template given. The problem is I have tried to upload it 3 times and I get an error saying We're sorry but something went wrong. How do I fix this?

Re: Import Customer names and email

EJ_ — Fri, 26 Aug 2016 18:23:46 GMT

@SakuraBG Whenever an error message comes up when trying to import data, it's hard to pinpoint exactly what might be happening. The first thing I would try would be to clear the cache of your web browser, as well as making sure your web browser is up to date.

If this doesn't help at all, we might need to walk through it with you.

Can I transfer contacts from gmail to square?

SkiandsportShak — Thu, 15 Sep 2016 21:49:43 GMT

Hi! Quick question here, does anyone know if there is a way to export your current contacts from gmail contacts to the customer directory in square? I thought it would be as easy as "export contacts" and then "import contacts" then using a .csv file. However, when I try this, I get an error message stating "Wrong number of fields". How do I correct this?

Re: Can I transfer contacts from gmail to square?

EJ_ — Tue, 20 Sep 2016 17:56:57 GMT

@SkiandsportShak This thread should provide some information that can help.

You might need edit your contacts from Gmail into the .csv file template from the Customer Directory in Square. As long as the information you enter fits the template, you can definitely upload this information into your Customer Directory.

customer list

bammy320 — Mon, 31 Jul 2017 21:20:04 GMT

Hi all! Brand new here.... Is there a way to download my current customer base to this format? Thank you

Re: customer list

puka — Thu, 03 Aug 2017 16:19:18 GMT

Hey @bammy320 - Welcome to the Community!

Great question. If you have your customer info saved as a CSV file, it's definitely possible to transfer it over into Square. I've merged your post with this thread which details the steps on how to import it into your Square Customer Directory. Check out EJ's answer above and let us know if you have any further questions!

Importing emails from excell to square

Yournycdriver1 — Sun, 18 Nov 2018 21:37:25 GMT

This reply was created from merging an existing thread: Importing emails from excell to square

I have been trying to import a list of emails to square dashboard.

i used the template from square and pasted the emails in the email colum. I then import and it stays stuck at 0%

please help?!

Re: Importing emails from excell to square

Helen — Sun, 18 Nov 2018 21:37:02 GMT

I'm sorry for the frustration this is causing @Yournycdriver1!

It's important to note that you must import the template as CSV file. Other file formats like .XLS are not supported. I've also added your post to this thread which has some more troubleshooting tips.

If you're still seeing the same error please call our CS team when you get a chance so they can take a closer look.

Customers

808Sweetshack — Tue, 27 Oct 2020 23:52:20 GMT

I am migrating from Shopify to Square this week.

What is the best way to export all of my customer data?

Right now I can see my best customers, the dates of their visits and the amount they have spent to date. Is this possible to transfer to Square?

Re: Customers

Joe — Wed, 28 Oct 2020 11:44:37 GMT

Hi @808Sweetshack 👋 Thanks for reaching out to us here on the Seller Community!

I've gone ahead and merged your post into an existing thread of Sellers who were also looking for information regarding Importing customers to Square. Take a look at this Best Answer from EJ - it will walk you through what you need to know.

Re: Import Customer names and email

Salonownerof2 — Fri, 23 Jul 2021 00:08:33 GMT

What cvs option do i use there are 3 choices and i get error messages after setting toggles.

Re: Import Customer names and email

sayra — Fri, 23 Jul 2021 21:28:34 GMT

Hey @Salonownerof2,

What exactly are you trying to do? Can we please get more details to better assist you?

I'll be on the lookout for your reply.

Re: Can I transfer contacts from gmail to square?

Faeriegal1971 — Sun, 12 Dec 2021 22:05:50 GMT

This is happening to me too. I copied and pasted the field info into the import template from square and I'm still having issues. I need to get this done by tomorrow at the latest as I'm cancelling my Godaddy account tomorrow. Please help!

Re: Can I transfer contacts from gmail to square?

Kassi_ — Tue, 14 Dec 2021 15:38:35 GMT

Welcome to the Community, @Faeriegal1971 -

Are you using the CSV type of file to get your customers over to Square?

This will be crucial, so you don't get those error messages.

I will keep an eye out for your reply👀.

Re: Can I transfer contacts from gmail to square?

katyindesign — Fri, 07 Jan 2022 01:26:50 GMT

did you ever figure out a solution? its happening to me right now and customer service can't figure it out

Re: Import Customer names and email

joanncooper — Wed, 14 Sep 2022 17:29:02 GMT

I too am having difficulty in importing customers into Square. I have my contacts on my MAC which I know Square doesn't support vCard. I am able to transfer it into a CSV file but when I attempt to import it I keep getting "Wrong number of Fields". I have tried and tried and can't figure out why it won't work. I was able to do one batch as I have it in a group and it worked find. I don't want to have to retype all my contacts. I have cleared my Cache as well. Please help....

Re: Import Customer names and email

JJ_ — Fri, 16 Sep 2022 22:54:23 GMT

Hello @joanncooper and welcome to the Seller Community 👋

In order to succeed in importing customers or contacts into Square, you will have to make sure that you are using our template and adding your date to that template. I know this isn't as convenient for you as you have them in vCard format. In order to obtain the template, you will have to export your current customer.

I hope this information is helpful!

Re: Import Customer names and email

joanncooper — Fri, 16 Sep 2022 23:25:21 GMT

JJ, Please know that I have converted my V card customer list into a CSV. I have use the form/template that’s provided but I keep getting the same error. I wish someone would get on the phone with me and look at my computer to make sure that everything is correct. I offered to send my file for some review to make sure that it is ok. I’m very frustrated at this point because I’m getting no answers I’m just having everyone tell me the same thing, just like you did. I’m doing everything I think is correct.