Importing Square information and data into ClinicSense

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

Notes

  • Clients list imports are free-of-charge
  • For annual subscribers, all other imports are also free
  • For monthly subscribers, please email support@clincsense.com for import pricing

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