Importing Square information and data

Import Square client lists and appointments into ClinicSense quickly and seamlessly.

Instructions

Log in to your Square account
Go to Customer Directory, then click Export Customers
Select All Customers, then click Export
When the report is complete, click the Download button and save the file to your device
Go back to your Square dashboard, the click the Appointments icon
On the Appointments page, click Settings, then History
On the History page, click the Export button, then save the file to your device
From the email address associated with your account, send the files to support@clinicsense.com as an attachment
Generally, it takes 1-2 business days to complete the import

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