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:
- Sign in to your online Square account to open your Square Dashboard.
- Select Patients in the options menu on the left.
- Select Directory.
- Select Import/Export to expand the menu.
- Select Export Patients.
- Select All Patients.
- Select Export to build the report.
- Select Download to save the file to your device.
Exporting Your Appointment History as a CSV File
- From the History tab, you can view and export 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.
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