I would like to export my customer information with the notes into a csv file

I would like to export my customer information including the notes into a csv file

 

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Hi JoeyCreamton,

 

The steps below outline exporting your Customer info for all fields - there is a Memo field if that's what you're referring to as Notes.  There's also a Note field that included with an export of your Transactions which is a separate export.

 

Login to your Square Account Dashboard

Select Customers

Then Select Customers

Select Import/Export

Select Export

Select All Customers

Select Export

Select Download

 

For example, I downloaded an entire year or you can choose your date range.

 

Note sure if this is what you're looking for - if not suggest providing a few more details as to what you have in mind would be helpful for other Community members to assist.

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