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by-maxwell

Importing/Exporting Customer Info

Is there a way to export customer information and then import it to a new account? We have a salon and boutique and have 2 seperate square accounts. Im just trying to save some time instead of having to input everything again.

 

Thank you.

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RHatch Super Seller

Re: Importing/Exporting Customer

Best Answer

Yes you can in the online dashboard just click on customers and you will see the export import button on the right.

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Message 2 of 14
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RHatch Super Seller

Re: Importing/Exporting Customer

Best Answer

Yes you can in the online dashboard just click on customers and you will see the export import button on the right.

View Best Answer >

Message 2 of 14
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by-maxwell

Re: Importing/Exporting Customer

will exporting the customers erase them? or is it kinda like copy & paste. Im afraid to export the customers and loose all the information. 

Message 3 of 14
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RHatch Super Seller

Re: Importing/Exporting Customer

No, it just downloads a copy of them in a .csv file.

Message 4 of 14
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Highlighted
kritquilt

How do I import contacts from phone

How do I import contacts from phone

Message 5 of 14
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Admin

Re: How do I import contacts from phone

Hi @kritquilt

 

You can import customers directly to your Directory. Here are the steps to do so. Also, I moved your post to a similar thread for where other sellers were working on the same thing. 

Message 6 of 14
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Goldfish

Re: Importing/Exporting Customer Info

So when trying to import the customers from the CSV file, it asks me, as it should, to categorise each of the collums in the file.  Well the issue is the system is putting everything into the first collum and not separating them out, so when I actually did import them, I had to delete them again because their first, last, phone, email, and company were all under their first name in the finished product.  Any one have any idea why it is doing this?

I even tried exporting my current list, matching my wanted import list with the exported list (based on the collums quare exported them as) and it is still not importing correctly at all...

Message 7 of 14
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RHatch Super Seller

Re: Importing/Exporting Customer Info

Very strange, this could be a browser issue?  Try a different one like chrome and see what happens.   

Message 8 of 14
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Goldfish

Re: Importing/Exporting Customer Info

Using chrome currently. this is how it looks when i try to import

 

"Tom;Jones;555-830-1566;TomJonesAndCo;0;$0" 

 

its trying to put all of this into the first name section and gives no options to put the other info into any other section... 

Message 9 of 14
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RHatch Super Seller

Re: Importing/Exporting Customer Info

You need to export your .csv into a coma "," separation, not a semicolon ";".  Do that and then it will work fine.

 
"Tom,Jones,555-830-1566,TomJonesAndCo,0,$0" 
Message 10 of 14
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