Importing Square information and data into ClinicSense

Exporting your clients from Square

To export your Clients from Square:

1. Sign in to your Square dashboard
2. Go to your Customer Directory
3. Click on the Export Customers button (or click Import/Export, the Export Customers)
4. Select All Customers
5. Click the Export button
6. Once the Export report is complete, click the Download button

From the email address associated with your ClinicSense account, send the downloaded file to support@clinicsense.com, as an attachment. Generally, we're able to complete the import in one business day.

Exporting your Square appointments

From the dashboard click on the Appointments icon.

From the Appointments page, click on 1) Settings and then 2) History.

On the History page, click the Export button to the right.

From the email address associated with your ClinicSense account, send the downloaded file to support@clinicsense.com, as an attachment. Generally, we're able to complete the import in one business day.