Export Customer Data By Year

[WillS]

I need to be able to export the amount that certain customers have spent over a certain time period.  Specifically i have about 4 customers, that i need to know how much they have spent in the last calendar year.  I can't find out how to do this.  Seems like it should be simple?

[hcss]

App improvement request:  When you lookup a customer, you see the transaction history but I would like to see the Item purchase history.  It could be frequently purchased items by category.  Something easier than downloading to excel and sorting when in front of the customer.  Maybe a builtin report in the app for Item Sales but have a filter by customer?

[puka]

Hey @hcss - Thanks for reaching out.

When looking at the customer's profile within your Directory online, you can click each transaction listed in their history to View Details on each purchase. (see screenshot) Not completely what you're looking for, but might work for you in the meantime. Currently, the only way to pull up a more in-depth look at a customer's purchase history is by exporting to excel. I'll definitely bring up your feedback to our Point of Sale team though to consider for future improvements.

[commonvinesbos]

how do you export a customer's transaction history through the dashboard?  also, how can you import previous customer orders?  I'm migrating from another POS system and need to reflect my customer's previous purchases in the new Square POS

[Chad]

Hello @commonvinesbos! This is a great question. 

You can export your customer directory on the Square Dashboard. Once you're on the customers tab you'll see the option to import/export customers in the top right, 

In regards to exporting customer data it will display the number of transactions a customer has made and the total amount they've spent at your business. 

At this time we do not offer the ability to import transactions into the Customer Directory. 

If you have questions please feel free to reach out to me! 😀

[JShepherd]

This reply created from merging an existing thread: "Customer sales history" The author has been notified via email.

Is it possible to see a record of previous purchases by a specific customer.

[sscott5793]

This comment was created from merging the thread, "Print transaction history". 

Is there a way to print a customer's yearly transaction history?

[Chad]

Hello @sscott5793! 

I went ahead and merged your thread since this questions been asked before. Currently you can only export the sum of transactions and dollars spent. 

If you still have questions please feel free to reach out to me! 🙂

[sscott5793]

Is there a way to get a yearly total that a customer has spent?   I've tried to export the transaction history for the year, but it doesn't include all of the dates when it exports to excel, it makes a lot of them just XXXX.    thanks!

[Tom]

Hey @sscott5793, thanks for flagging this and sorry to hear about the trouble. You should be able to access this information by downloading the Transactions CSV. I went to check on this and the dates should be available within the CSV file. Are you encountering the "XXXX" issue in any other software programs like Google Sheets? At this time, Directory does not surface the total a customer has spent at your business.

If this continues to happen, you may want to touch base with our Customer Success Team. They'll be able to take a closer look into your account settings and escalate for further review. Please let us know if anything else comes up.

[mattd]

Hi @WillS,

You can export a transaction CSV for specific customers in your Square Dashboard > Transactions. In the top left of that page, you can set the date range (last year is an option) and filter by customer, then type in the individual customer's names. Use the drop-down under 'card #' and select 'customer' to do this.

[Valentina]

Spot on, @mattd! 🙌

Let us know if any other questions come up, @WillS.

[tandp2003]

We are looking for an easier way to print out a customers yearly purchases vs having to print each one at a time.  Is there a way to do this?  Thanks

[AshleyK]

Hi! Thanks for reaching out! I've merged your post to an existing thread where @mattd has shared a workaround that should also work for you. 

Of course, let me know if you have any follow up questions. I'm here to help. 🙂

[shawncao]

Hey, I just posted a proposal for feedback.

I thought folks from this thread might be interested in checking it out, so cross-sharing it here: 

https://www.sellercommunity.com/t5/General-Discussion/Feedback-a-new-app-for-visualizing-square-data...

[shawncao]

Sorry, want to cross-sharing it here again to the topic: 

https://www.sellercommunity.com/t5/General-Discussion/Feedback-a-new-app-for-visualizing-square-data...