Appointments: Import/export CSV files for Services

Appointments: Import/export CSV files for Services

Is there a way to import/export CSV files for services yet. I seen it on several threads but the date was 3/2018. Was just hoping they have a solution for this so I dont have to re enter all the information

1 Verified Answer
Verified Answer

Re: import/export CSV files for services

@HotCityMama There isn't a way to import or export Services to a CSV file yet I'm afraid. I've moved your request to our Feature Request board so we can track this and post updates.

 

Are you looking to import services from another provider or from another Square account? Any extra information we can provide will help the Appointments team! 

19 Replies

Is there a way to imput "Items" list to "Appointments" list or do I need to enter everythiing again?

Alumni

Hey @Hilarymck - If you are looking to create your Services list for Appointments, you would need to enter them manually as they are considered different from the Items in your POS Item Library.

This reply created from merging an existing thread: "square pos and square appointments pos" The author has been notified via email.

 

Is there a way to merge the Square Pos app Items with the Square appointments app? So i don't have to manually put in every service I provide? I just started using the appointments app and I was hoping my items would transfer so that when I go to check out a client, they are already there.

Alumni

@HotCityMama There isn't a way to import or export Services to a CSV file yet I'm afraid. I've moved your request to our Feature Request board so we can track this and post updates.

 

Are you looking to import services from another provider or from another Square account? Any extra information we can provide will help the Appointments team! 

I can export items easily under actions, but the service library does not have actions or allows for export/import of services. My current work around is to copy and paste into excel. 

Alumni

Hey @NillaSkin - you're right, there's no export tool available for the Service Library. Looks like you have the best workaround for now.  

 

I can let the Product Team know how much of a hassle this is for you so we can tweak and modify this feature as needed.

 

I've moved your post to a thread where other sellers are asking for the same thing. We'll let you know here when an import/export tool has been added! 

 

 

@JustinC @Helen 
Any word on whether this has made it to the Project Roadmap?

Alumni

Hi there, @micheleb - thanks for chiming in here to check on this. No update to share on this feature just yet, although we hope to have an update soon. Thanks so much for your patience! 

I accidentally converted my services under my calendar app to services under my items app. Is there a way to change it back? because I am not finding it.

Admin

@Jledesma If I'm understanding, you converted your some of your services into items accidentally, yes?Unfortunately there's not an easy way to import items into your service library since there's not a way to import services. Sorry about that. I moved your post to this thread in case there's any future development around this feature.