How to export your data from Square Appointments
Updated 17 Sep 2026
Your Square clients live in the Customer Directory. You can export it from the Square Dashboard on a computer.
These steps were checked in September 2026. Menus move from time to time, so the provider’s own help page is linked at the end. If anything looks different, send us a message and we will walk you through it, or do it with you on a call.
Export your client list
- 1Open the Customer DirectoryIn the Square Dashboard go to Customers, then Customer directory.
- 2Export customersChoose Import/Export, then Export customers, then All customers, then Export and Download.
Square also creates profiles from card payments that hold a name and nothing else. We skip those automatically, because there is no way to contact them. Clients who unsubscribed from your emails stay unsubscribed.
Your appointments
Appointments, then Settings, then History, then Export gives you your bookings. Repeating appointments are not included, so note those separately.
Saved card details can never be exported from any booking tool, and we never ask for them. With Stemfra your clients pay you at the venue, so there is nothing to move.
Then bring it into Stemfra
- 1Import the fileIn your dashboard open Clients, choose Import, and pick the file. CSV and Excel files both work. We match the columns for you, and you can adjust any of them before anything is saved.
- 2Or send it to usPrefer not to do it yourself? Send us the file and we load it for you.
- 3Swap your booking linkReplace the website and booking link on your Google Business Profile, and in your Instagram bio, with your Stemfra address. From then on, clients book on your own site.