Effortlessly transfer your important customer and appointment data from Square to Noterro. Follow this straightforward guide to export your data into a CSV file.
Export Your Customer List from Square
Seamlessly export your customer list into a CSV file by following these steps:
- Sign in to your online Square account to open your Square Dashboard.
- Select Customers from the options menu on the left.
- Select Directory.
- Select Import/Export to expand the menu.
- Select Export Customers.
- Select All Customers.
- Select Export to build the report.
- Select Download to save the file to your device.
Export Your Appointment History as a CSV File
Effortlessly view and export your appointment history by following these steps:
- From the History tab, you can access your appointment history.
- Select Export in the top-right corner.
- Follow the steps to save the file to your device.
Important Note: You can book a migration call with one of our migration specialists for personalized assistance.
Comments
1 comment
This does not work
There are no patient lists to select only a merge clients option
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