Import customers to Square for Franchises
About importing customers
Square for Franchise’s Franchise Directory is a comprehensive contact management tool that allows you to store and edit customer information, and track their interactions with your business. While you can add customers to the directory during sales, you can also manually import customers in bulk.
Before you begin
You need access to your Square for Franchises dashboard and your Square Dashboard to import customers to your franchise account.
Customers must be imported with a spreadsheet. If you have an existing Customer Directory in your Square account you want to import, you can export your Customer Directory and import it to your Franchise Directory.
Import customers
You can bulk import customers to your franchise directory from your Square Dashboard. You can also access your Customer Directory from your Square for Franchises Dashboard.
Sign in to your Square for Franchises dashboard and select Franchise directory > Manage customers to go to your Square Dashboard. Alternatively, you can sign in directly from your Square Dashboard and go to Marketing & loyalty > Customer directory.
Select Franchise Directory.
Select Import customers.
Drag and drop your file or select it from your laptop or desktop.
Select Next.
Review and assign the fields and select Import.