Migrating from Square to Noterro

Exporting Your Patient List from Square

If you're migrating from Square to Noterro, follow the steps below to export your data into a CSV (comma-separated values) file directly from Square:

1. Sign in to your online Square account to open your Square Dashboard.
2. Select Patients in the options menu on the left.
3. Select Directory.
4. Select Import/Export to expand the menu.
5. Select Export Patients.
6. Select All Patients.
7. Select Export to build the report.
8. Select Download to save the file to your device.

Exporting Your Appointment History as a CSV File

1. From the History tab, you can view and export your appointment history.
2. Select Export in the top-right corner.
3. Follow the steps to save the file to your device.

Important Note: You can book a migration call with one of our migration specialists.