Import Customers Online

With the bulk import tool, you can upload and manage multiple customer profiles at once from your Customer Directory on your online Square Dashboard.

Upload Template

We’ve created a custom template based on your customer attributes. This template will show you how to structure your data for an easy, successful import.

Upload Customer Profiles

From your online Square Dashboard, you can also upload customer profiles in bulk. To do so:

1. Go to Customers > Directory tab.

2. Click Import Customers.

3. Drag and drop your customer CSV file into the upload field or click select it from your computer to upload the file > click Continue.

4. Confirm your customers’ details are in the correct columns. If there are errors, click the drop-down menu to the right of the field and select the correct field. Note: If you need to add customer details that don’t currently fit into the default fields, you can add custom fields to your directory before importing contacts.

5. Click Import to move this group to your Customer Directory.

Note: All customers added will be within a new group created for your import.

When importing from a CSV file, you can set an opt-in status for each email address that you’re importing by having a separate status column titled Email Subscription Status. You can set the status of the email address to Subscribed, Unsubscribed or Unknown.

Note: If you are importing customer information for use with Square Marketing, only send marketing communications to customers who have consented to receive marketing emails from your business. You are responsible for ensuring that the customers on your list have given you explicit permission to contact them and for compliance with all applicable laws. Review our terms for more information.

File Type Support

Prepare the customers you would like to import in a tool, such as Excel, and save it as a .CSV file. Data that is not saved as a .CSV file can’t be uploaded into our system.

Dates

Preferred formats are YYYY-MM-DD and MM-DD-YYYY.

Birthday

Preferred formats are MM-DD, YYYY-MM-DD and MM-DD-YYYY.

Phone Number

The preferred phone number format includes the country code before the number. A country code will be added to all phone numbers without a country code.

Address

To make sure your address is entered in the correct format, be sure to separate each part of your address into a different column and correctly match each part of your address to the correct field.

Toggle/Boolean

Preferred format is yes/no or true/false.

Numeric

Both integers and fractional numbers are supported.

Email Subscription Status

Preferred format is subscribed*/unsubscribed/unknown.

*With Square Marketing, you can send a marketing email to promote your business to subscribed customers. A subscribed customer is a customer that has provided explicit consent to receive marketing emails from your business. 

If you’ve collected customer email addresses through Square from (but not limited to) sending digital receipts, Invoices, Appointments or Loyalty — the customer cannot receive Square Marketing email campaigns unless:

• You’ve separately collected and recorded the customer's explicit consent,

• You’ve manually imported an existing database of customers who have consented to receive marketing emails from your business, or

• Your customer has used one of Square’s customer information collection tools.

Learn more about getting started with Square Marketing.

Error Troubleshooting

Find below a list of the most common importing errors and solutions.