Move from Square Appointments to Cicini
Export customers and appointment history from Square as CSV files.
Who this is for
Appointment businesses moving from Square Appointments.
What moves, and what does not
What moves
- Clients. An email is optional: a name, an email or a phone number is enough.
- Future appointments, brought in as confirmed. Past appointments are skipped unless you choose to keep them as history.
Square Appointments does not give you a file for team members or services. To bring those over, prepare a CSV yourself in our spreadsheet format.
What does not move
- Square moves cards on file only by request to a compliant processor, which takes weeks. Plan for clients to add a card again.
- Packages, memberships and gift card balances. Cicini does not import them.
- Reviews, loyalty points and product stock.
- Anything stored as a PDF, photo or attachment.
Step 1: export your data from Square Appointments
These are short steps in our own words. Square Appointments changes its menus from time to time, so follow its own article if something looks different.
Step 1: In Square Dashboard go to Customers, then Customer directory, then Directory. Choose Import / Export, then Export customers. Pick all customers or specific groups, export, and download the CSV.
Screenshot placeholder: Square customer directory export menu Step 2: For appointments, Square’s community answers point to Appointments, then Settings, then History, then Export, which gives a CSV. We could not find an official Square article for this, so check the menu in your account.
Not confirmed by us: check the provider’s article.
Official help from Square Appointments
Links checked 2026-10-12. Square Appointments is a trademark of its owner and is not affiliated with Cicini.
Step 2: import into Cicini
- Open Import & Export in your Cicini dashboard and choose your current provider.
- Upload the file you exported. Cicini reads CSV files; if your provider gives you Excel, open it and save it as CSV first.
- Check the column mapping. The provider preset fills it in, and you can change any column.
- Review duplicates. For each match choose merge, skip or create new, or apply one choice to all.
- Preview and validate. Fix or skip any row with a problem; a CSV of the problem rows is available.
- Confirm. Nothing is sent to your clients: an import sends no emails, texts or reminders. You can undo the whole import for 30 days.
Silent, reversible and free to try
Assisted import is free during launch. If you would rather not do it yourself, ask our team. Contact support.
Questions about moving from Square Appointments
Frequently asked questions
Will my clients get an email or text when I import them?
No. Imports are silent: Cicini sends no messages to imported clients, and reminders for imported appointments are off until you switch them on.
Can I undo an import?
Yes, for 30 days. Open Import & Export, then History, and choose Undo. Created records are removed, merged records are restored, and anything used since is kept and listed.
What does an import cost?
Importing is available on every plan, including Free. Assisted import, where our team helps with the file, is free during launch.
Do my clients need an email address?
No. A client needs a name, an email or a phone number. Marketing consent is never assumed: it is off unless your file has an explicit opt-in column.
Can I bring over cards on file?
Not through this import. Square moves cards on file only on request to a compliant processor, so plan for clients to add a card again.
Ready to move?
Create a free account, then open Import & Export and choose Square Appointments.