How to Import Customers Data from Square into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Customers object data from Square into Excel using Coefficient for deep customer insights.

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Importing Customers from Square into Excel lets you analyze purchase behavior and demographics in one sheet.

This guide covers importing your Customers object with Coefficient and enabling auto-refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Square.

  • Step 2:

    Select “Import from Objects” → “Customers.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh if desired.

Step-by-Step Guide

Coefficient sidebar menu
Square objects list including Customers
  • Verify data Confirm customer ID, name, email appear correctly, then rename headers.
  • Auto-refresh scheduling options

    What Square Data is Imported?

    • Disputes
    • Bank Accounts
    • Gift Cards
    • Merchants
    • Locations
    • Payments
    • Invoices
    • Payouts
    • Customers
    • Refunds

    Frequently Asked Questions

    • How to get Customers from Square?

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      1. Open Coefficient sidebar → “Import from Objects.”2. Select “Customers” → “Import.”Coefficient pulls all customer profiles into Excel.

    • How do I get a list of Customers in Square?

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      Use “Import from Objects,” pick “Customers.”View every registered buyer.

    • How to export Customers to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet updates with live customer data.

    • How do I update Customers from Excel to Square?

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      Use “Export to Square,” configure mappings, then “Update.”Excel edits sync back to Square.

    • How to send email alerts about Customers data?

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      Create an email automation in Coefficient.Select Customers fields and schedule.Get notified on new or updated customer records.

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