LEAVING SQUARE
Export your clients from Square and bring them to Owneli.
The steps at Square follow its own help, checked on the date shown. Owneli’s importer then reads the file, shows you every column, and writes nothing until you have checked a dry run.
Short answer
In Square Dashboard, go to Customers, then Customer directory, then Import / Export, then Export customers, and download the CSV. In Owneli, choose Generic CSV as the source under Settings, then Plan & data, then Import: Square’s customer export is recognised, email consent and memo included. Saved cards do not come across.
Export from Square
Open the customer directory
Sign in to Square Dashboard and go to Customers, then Customer directory, then Directory.
Export customers
Select Import / Export, then Export customers. Choose All Customers or Specific Groups, then Export.
Download the CSV
When the file is ready, select Download.
Saved cards are separate: Square moves card data only to another PCI DSS Level 1 processor, after the account owner calls Square Support.
These steps follow Square help: export card on file data to a third-party payment processor, with the customer export steps, checked 2026-10-22
Bring it into Owneli
Admins and owners import under Settings. Nothing is written until you have checked it.
Open the importer
Go to Settings, then Plan & data, then Import.
Choose where the data is from
Pick Generic CSV under “Where is this data from?”, then drop in your files: CSV, TSV or Excel (.xlsx), up to 15,000 rows each. An older .xls file needs saving as .xlsx or CSV first.
Check the columns
Every column is shown beside your own data, with the field it goes into. Point any column Owneli did not recognise at a field, or leave it out on purpose.
Dry run, then import
The dry run shows exactly what will be created, matched or skipped. Run the import; if anything looks wrong, Roll back import removes what it created.
What comes across from Square
Checked against Owneli’s importer on the date shown.
| In your export | In Owneli | How it comes across |
|---|---|---|
| Customer directory export (CSV) | Clients, with email consent and the memo as notes | Recognised automatically |
| Appointment history, if you export it | Appointment history, matched to clients | Recognised automatically |
| Any other spreadsheet, such as items | The matching records | You confirm the columns |
| Saved cards | Clients add their card again through a secure link | Does not come across |
| Forms, consents and photos | Not part of a standard export | Does not come across |
Owneli’s terms
The same for every business, in three lines.
No commission on clients you bring
The clients you import, and the clients who book through your own booking links and website, carry no commission. Card payments carry a processing fee, which is not published yet.
No contract
Cancel any time. Nothing is billed after you cancel.
Export your clients any time
Clients, then Export, downloads your client list as a spreadsheet whenever you like.
Read the guide: Export your clients any time
What Owneli does not do yet
Worth knowing before you choose.
Questions
Can Square move my clients’ saved cards to Owneli?
Not through Owneli’s import. Square sends card data only to another PCI DSS Level 1 processor at the account owner’s request, and Owneli’s importer does not bring saved cards across: clients add their card again through a secure link.
Will imported clients get marketing messages?
Only those your file marks as opted in. Marketing consent follows the file: a no, a blank, or a file with no consent column leaves the client opted out.
Can I undo the import?
Yes. Roll back import deletes only the records that import created, unless they are already in use, such as an imported client with a new appointment.
Sources
Facts about other companies come from their own public pages on the date shown. Prices and plans change; check their current page before deciding.
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