Moving to Benchworks

Export from Square

Export customers, your item library, and transactions.

The steps

Step by step

  1. Sign in to the Square Dashboard on a computer.
  2. Go to Customers → and use the Export / Download to CSV option to save your customer list.
  3. Go to Items & Orders (or Items) → Items → Actions → Export Library for your products/stock.
  4. Go to Reports → Transactions and export the date range you want (you can do it in chunks if it’s a few years).
  5. Send us all the files.

What you keep

What comes across

Customers, your item library and stock, and transaction history come across.

Square’s CSVs don’t include the hidden links between an order, its payment and the payout, so very detailed payment history is limited — we bring what the files contain.

Got your file? Great.

Send it to us →
Export from Square · Benchworks