Import service, customer and product lists

[MiaBella]

Is it possible to import my service, client and product lists to the appointment/store or do I have to create them individually?

[tranguyen]

Hi @MiaBella, welcome to the Seller Community ✨!

You should be able to import both your customers list and products to Square in bulk without having to create them individually. This is a really handy guide on importing items and this one is for importing customers. 

For services, you'd need to create them manually by going to Items > Service Library on your Square Dashboard.

I hope this will help!

[MiaBella]

Thanks @tranguyen.

Managed to upload my client records but products are causing me issues.  I'm having errors each time even though I'm correcting the issues found.

Any tips?

[tranguyen]

Sorry to hear that @MiaBella! If you are receiving an error message when trying to import the customers, here are some troubleshooting steps you can try:

• Invalid date format: The preferred date format is the ISO 8601 format (YYYY-MM-DD), but we also support other date formats 
• Invalid phone number: The preferred phone number format includes the phone’s country code in E.164 format without brackets. If no country code is provided, it may be assumed based on the customer’s country.
• Invalid address: We suggest you name your columns: address-country, address-street, address-postcode, etc.
• Invalid CSV headers or The file is missing a header line: Make sure a header row exists for your dataset. To add one, use a tool like Excel to add a row to the top of your document.
• Your file appears to be empty: Review your file and ensure it has the necessary data for your upload.
• Invalid Toggle Format: The preferred format for toggles is “Yes/No”, but “Y/N” and “True/False” are also supported.
• Invalid Email Format: Review to make sure that the email address is valid.
• Invalid Number Format: Both integers and fractional numbers are supported.
• File Appears to be Empty: Review the file contents to ensure it contains the necessary data to upload.
• Extra Quotation: Review the file for the usage of a single quotation mark (“) and remove it.
• Parsing Error: An undetectable parsing error has occurred. Review the file format to resolve the parsing error.

When importing information into your directory, it is also important to note the following:

• File must be in .CSV format; we do not currently support .xls or .numbers files.
• Download Square’s template .CSV file to see if the columns and headings match up to the correct format.
• Make sure that all columns are formatted correctly (e.g. first name/last name is a text input, phone numbers are a numerical input, etc.)
• Any inputs that are transaction-based (e.g. last visited/first visited, amount spent, total points, etc.) will not import as they are tied to a transaction from the old account.
• Remove any dashed lines from empty spaces, brackets from phone numbers and empty columns.
• Custom fields need to be created with the correct input so that data can transfer into the directory.
• Duplicate customers will not import into the directory and they will show as an error at the top of the page when importing.

If none of these applied, let me know the error you are getting and I can definitely have a further look on my end here!