Can I download/transfer customer directory?

jodyhawley3 · ‎08-01-2023

I know I can sign in on another device to see my customers, however I wanna know if it's possible to have the directory backed up to a USB or uploaded to a laptop/tablet? I rely solely on square as my customer phone book and if anything were to happen, I'd want to make sure I could contact each person myself if I had to.

Candlestore · ‎08-01-2023

@jodyhawley3 ;

Yes: from a computer goto your Square Dashboard then scroll down along the left side to customers and select that then you can export your Customers to a csv file that you can save to a computer or usb drive etc.

Keith
Owner
Pocono Candle

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