Jane is here to make your switch a stress-free one đź’™
📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.
Here’s what we know about exporting your data from Square 🔲
Exporting a Customer List from Square
To export your list of customers to a CSV (comma-separated values) file, please follow these steps:
- Sign in to your online Square account to open your Square Dashboard.
- Select Customers in the options menu on the left
- Select Directory
- Select Import/Export to expand the menu
- Select Export Customers
- Select All Customers
- Select Export to build the report
- Select Download to save the file to your device
Exporting your Appointments from Square
To export your past & upcoming appointment history as a CSV file from Square, you can follow these steps:
- From the Square Dashboard, click on Appointments on the left
- Navigate to Settings
- Click on the History tab to view your appointment history
- Click Export in the top-right corner
- The file will save to your device
The History CSV file will contain your full appointment history (both past and upcoming appointments), which we can import into Jane when you’re ready to make the switch 🙂
Exporting your Item Library from Square
To export your item library as a CSV file from Square:
- Visit Items in your online Square Dashboard
- Click Actions > Export
- Choose to download an Excel or CSV file
- Select Export
Exporting anything else from Square
We recommend contacting Square to inquire about exporting any other sets of data you may be looking to bring over, such as customer notes. For a refresher on what data we’re able to import, please view our Basics of Importing guide.
Uploading into Jane
To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us by scheduling an import in your account and then uploading them for us there. To book an import, you can navigate to Settings > Schedule an Import > Begin:
You can find a step-by-step guide of this process here: Scheduling an Import
If you need any further help getting set up to run with Jane, just let us know!
Square Billing Data
We are unable to import billing data into Jane from any software due to the complex nature of this kind of data and formatting issues between both systems. We advise starting fresh with billing in Jane and storing any financial reports, like sales or transaction histories, outside of Jane for future reference if need be.
For any patients with credits or outstanding balances, these can be recreated in Jane following the import and we have a handy to walk you through Transitioning Your Clients Credits/Receivables should you need to bring those over.
We’re here to work with you to ensure the smoothest transition possible so please don’t hesitate to reach out to our support lines if you have any questions about transitioning from Square.
We’ve leveraged our experience with various software imports, along with official guides from other software providers, to create this comprehensive resource for transitioning to Jane. For questions about downloading your data, we recommend first reaching out to your software provider, as they’re the experts on their system. If you have any further questions or need additional support, please don’t hesitate to contact us – we’re here to help!