Transfer Items Between Square Accounts
If you have created a new Square account and would like to duplicate your Item Library from the original account to your new account, the Import/Export tool can be used but additional steps are required.
Export your Item Library
Log in and click on Items from your original Square Account via the Square Dashboard.
In the top right, click Actions > Export Library.
Select the Export format, either Excel or CSV > Click Export.
An Excel spreadsheet will be downloaded to your computer.
Modify Excel File
Once you have downloaded your Excel or CSV file, open the spreadsheet as you will need to delete the following:
All location tokens.
All modifiers columns.
All tax columns.
Make sure you save the spreadsheet before transferring your items to your second account.
Delete Location Specific Tokens
The first column in your Excel spreadsheet will display a Token. Tokens are unique labels created by Square for every item variation, to copy items in a new account the token field must be blank.
Open your exported Excel file.
Delete all of the tokens within the Token column.
Note: Do not delete the entire column. The Token column and Token column header are required to successfully import.
Edit Location Specific Names
If your new account contains different location names, you will need to update the names of the locations in the location-specific headers to match the new location names. For example, in the images below, the location name is being changed from "SF" to "LA". If you do not use Inventory Management, many of the cell values may be blank, you can leave them blank.
Open the exported Excel file
Change the location name in the location-specific headers.
Note: If the account that you are copying from contains more locations than the new account, you do NOT need to remove the extra location-specific columns. The extra columns will be ignored.
If the account that you are copying from contains fewer locations than the new account, you must add additional location-specific columns to match. The only location-specific column that every location is required to have is the ‘Enabled Location’ column. The other location-specific columns are optional.
Prepare the new Account
While your Excel file does include some modifier and tax information, it doesn’t include all of the details about the modifier sets and taxes. Before you import to the new account, you will need to recreate all of your modifier sets, categories and sales taxes on the new Square account.
Sign into your existing account.
Record the names of your modifier sets, modifiers and taxes.
Log out of the account.
Sign into your new account.
Import the Excel
Log in to the new account that you want to copy the Item Library into.
Follow the instructions to Import your Item Library.
Use the ‘Import Inventory’ form to double check the columns in your document.
If you updated the Excel correctly, the columns should be chosen automatically. However, if there is a typo, you might need to select them manually.
If the import fails, resolve the errors specified in the error messages and try again.
Modifier Name Not Defined
If you receive an error message that indicates that a modifier name is not defined, it means that the account that you exported from contains a modifier set that does not exist in the new account. You can resolve this issue by doing either of the following:
Create a modifier set with the same name in the new account
Delete the modifier set column from the Excel file
Tax Name Not Defined
If you receive an error message that indicates that a tax name is not defined, it means that the account that you exported from contains a tax that does not exist in the new account. You can resolve this issue by doing either of the following:
Create a sales tax with the same name and percentage in the new account
Delete the tax column from the Excel file