You can easily export your contacts from Square to a CSV file and import them to Nimble by taking the steps below:
Step 1: Log in to your Square account and click "Customers" in the left-hand menu
Step 2: Select the "Directory" tab at the top
Step 3: Click "Import / Export" on the right and select "Export Customers" from the drop-down menu
Step 4: Choose whether you want to export all your customers or a specific group, then click "Export"
Step 5: Depending on your browser, you might be asked to save the file. Remember what folder the file is saved in to easily access it.
Import to Nimble
Click your avatar in the top right hand corner
Choose Import Contacts
From here, use the Import Wizard to upload your file.
For more information about this feature, please take a look at the following:
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.