How to export your data from Square Appointments
Square exports customers, appointment history and transactions as CSV, and moves cards on file to a new processor if the owner calls support. Deactivating cannot be undone, and keeping the account open costs nothing.1
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What you can export from Square Appointments yourself
From Square Appointments’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Square Appointments support can point you to the current one.
Customers
Square Dashboard > Customers > Customer directory > Import / Export > Export customers. Choose all customers or specific groups, then download the CSV.
Appointment history
Appointments settings > History > Export downloads a CSV file.
Transactions
Transaction details download as CSV from the Square Dashboard only, not the point-of-sale app.
Services and items
Item library > Actions > Export Library, in Excel or CSV. The export includes only the items currently in view, so clear any filters first.
Gift cards
Reports > Sales > Gift cards, then Export.
Cards on file
The account owner calls Square Support to verify ownership, and Square sends an encrypted file to your new processor. It can take up to two weeks.
What is not documented and needs asking
Square Appointments does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
Which fields come out
Square’s help center does not list the columns in the customer export or the appointment history CSV, or say whether future bookings are included.
Notes, files and contracts in bulk
Profile files download one at a time and each signed contract opens as a PDF. No customer notes export or bulk export is described.
Packages and memberships
An export of package or membership balances for Square Appointments is not described.
Health information
Square says not to upload personal health information to customer files. If your charts live somewhere else, plan that export separately.
Leaving Square Appointments: the steps, in order
- 1
Start the card-on-file transfer early
Only the account owner can request it, by calling Square Support, and it can take up to two weeks. Have your new processor ready first.
- 2
Export customers and appointment history
Export all customers from the Customer directory and the appointment history from Appointments settings, both as CSV.
- 3
Export transactions and gift cards
Download transactions from the Square Dashboard for your full date range, then the gift card report.
- 4
Export the item library
Clear filters so every service and item is in view, then Export Library.
- 5
Download files and signed contracts
Save each customer’s attachments and signed contract PDFs one at a time, starting with your active clients.
- 6
Leave the account open
Square charges per transaction, so an open account costs nothing and keeps your history, reports and 1099-K forms. Deactivation cannot be reversed and cuts off access to all of it.
🔗
You may not need to move everything. Workee can run alongside Square Appointments.
Workee puts booking on your own website and passes each appointment to the calendar you already run. It adds Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email. It also gives you lead forms on your website, where Jenny answers questions, qualifies each new lead and books a time, plus email and SMS campaigns, Google review requests, holiday offers and a weekly report on what Jenny did. If you do move fully, Workee has its own calendar, payments (deposits, no-show fees and cards on file) and client records, and imports your client list from a spreadsheet.
Related reading
Workee vs Square Appointments
Pricing cited from Square Appointments’s own page, what it does better, and how the two run side by side.
Square Appointments alternatives
The platforms med spas compare Square Appointments with, and the reasons to stay.
Square Appointments review
Every published price, where Square Appointments is strong, and where it falls short.
Import your client list into Workee
Upload the export, map the columns and check a few profiles.
All data export guides
Export guides for Vagaro, Boulevard, Zenoti, Mangomint, Fresha, Square Appointments, Aesthetic Record, Pabau, AestheticsPro and GlossGenius.
Exporting from Square Appointments: common questions
- How do I export customers from Square Appointments?
In the Square Dashboard, go to Customers > Customer directory > Import / Export > Export customers, choose all customers or specific groups, and download the CSV. - Can I move my clients’ saved cards out of Square?Yes, to another payment processor. Only the account owner can request it, by calling Square Support, and Square says it may take up to two weeks.
- Should I deactivate my Square account after switching?Usually not. Square says there is no cost to keeping an account open, and after deactivation you cannot access your payment history or account information, including 1099-K tax forms.
- Do I have to leave Square to use Workee?No. Workee adds booking on your own website and Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email, and passes appointments to the calendar you already run, so Square can stay. If you do move, Workee imports your client list from a spreadsheet.
Moving off a platform?
Talk it through with us.
Sources
- Square — Deactivate your account. Accessed 18 October 2026.
- Square — Export card on file to third-party payment processors. Accessed 18 October 2026.
- Square — Manage your Square Appointments account settings. Accessed 18 October 2026.
- Square — Transaction search. Accessed 18 October 2026.
- Square — Import items online. Accessed 18 October 2026.
- Square — View transaction or transfer history of gift cards. Accessed 18 October 2026.
- Square — Add file attachments and notes to customer profiles. Accessed 18 October 2026.
- Square — Contracts. Accessed 18 October 2026.
