Square

Move your item library, customers and sales history from Square for Restaurants or Square Point of Sale.

Open the importer at Configuration → Import data, choose what to import, then Square. For how the preview, existing records and rolling back work, see Import data.

What you can bring over

Employees are not imported from Square: add them in Next Restaurant, or use a spreadsheet.

Partial means Square documents the file but not every column. Unverified means Square publishes no column list, so the preset follows real exports. In both cases, look over the matched columns on the Match step before you import.

Where to find the files

Menu

Square Dashboard → Items & services → Item library → Actions → Export library. XLSX and CSV both work.

The library has one row per variation. Rows with the same Item Name become one item with sizes, so a "Latte" with Small and Large rows is imported as one Latte with two sizes.

Customers

Square Dashboard → Customers → Customer directory → Import/Export → Export customers. Choose All customers, then download the CSV. Each customer is matched by email, then phone number, so someone already in Next Restaurant is skipped or updated, as you choose.

Sales history

Square Dashboard → Transactions → Export → Item Detail CSV.

This export has no separate order file. Each Transaction ID becomes one order, built from its item rows, with tax added to the total. The Dining Option column (For Here / To Go) sets the channel. The file carries no payments, so imported orders have none attached.

Good to know

• Imported orders keep Square's transaction number with the prefix SQR-. Importing the same days again skips them.
• Sales history is a record only: no kitchen tickets, stock movements, webhooks or emails.
• Taking card payments with a Square terminal is a different thing: see Adyen, Square & SumUp.

See also

• Import data: how an import works, from upload to roll back
• Toast · Clover · Lightspeed