Switch from Square Appointments to NextUp Walk-in

1. Export your clients from Square Appointments

1. Sign in to your Square Dashboard and go to Customers, then Customer directory, then Directory.
2. Click Import / Export, then Export customers.
3. Choose All Customers or specific groups, then click Export. When the CSV file is ready, click Download.

Square Support Center: export customers (in the card-on-file export article)Checked on 2026-10-15. Their pages change, so follow the labels on your screen.

2. Import them into NextUp Walk-in

1. In your NextUp Walk-in dashboard, open Clients, then Import clients. Only the owner can import.
2. Drop the file in as it is (Excel, CSV or vCard). You do not need to rename or reorder columns: NextUp Walk-in matches them, and you can change any match.
3. Check the preview. Every row shows whether it is new, an update, unchanged or an error, and nothing is saved until you confirm.
4. Confirm. The import is kept under Past imports, with a report you can download.

Clients you bring in with Import clients are records for your team. NextUp Walk-in doesn’t text them or add them to email campaigns or rebooking emails; a client gets those after agreeing at check-in. Emailing a past client list is a separate, one-time step on the Pro plan (Email Marketing), where each client is first welcomed with an unsubscribe link.

3. Bring your services

1. We did not find a services export on Square’s help pages. Copy your service names, lengths and prices from your Square item library into the NextUp Walk-in template below.
2. Open Catalog, then Import a spreadsheet, and download the blank template (the columns and three example rows).
3. Copy your services into it: name, length and price. An import can have up to 1,000 rows and 1 MB.
4. Upload it and check the preview of every row. Nothing is saved until you confirm.

What is different

• NextUp Walk-in is built around the walk-in line: customers join from a QR code or your link, see a live wait, and a TV shows who is up next.
• Plans are priced per location: $29 a month for the first and $19 for each extra on Walk-in, $59 and $39 on Pro, which adds appointments and online booking.
• Card payments run through your own Stripe account. NextUp Walk-in does not connect to another point-of-sale system, so plan the move of your register as well as your client list.

Questions

Does the Square export include appointment history?

The steps on this page export the customer directory. Square’s help pages describe a separate export for other data; we have not listed steps for it here.