Square Customers to Xero Contacts — Customer Directory Sync

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Convert Complete

Xero Contact CSV Format
valid rows

Sync your Square customer database to Xero. Import customer names, addresses, emails, and phone numbers for complete contact management.

No API required
Browser-based processing
Run on Google Cloud Platform

Sample Customers

Example Square customers export

Download

Tool Rating

4.4 / 5 (95 votes)

How It Works

1

Export from Square

Dashboard → Customers → Export Customers

2

Configure Options

Select name priority and duplicate handling

3

Preview Contacts

Review converted contacts

4

Import to Xero

Contacts → Import Contacts → Upload CSV

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files are processed directly in browser. No calls to our servers.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Square Customers fields map to Xero Contact

Square Customers Source Value Xero Contact Target Value Note
Email Address john.smith@example.com → EmailAddress john.smith@example.com Customer email
Given Name John → FirstName John First name
Family Name Smith → LastName Smith Last name
Address Line 1 123 Main Street → POAddressLine1 123 Main Street Street address
City New York → POCity New York City
Administrative District NY → PORegion NY State/Province
Postal Code 10001 → POPostalCode 10001 ZIP/Postal code
Country US → POCountry US Country
Phone Number +1-555-123-4567 → PhoneNumber +1-555-123-4567 Phone

Syncing Square Customers to Xero

Customer Data Challenges

Square and Xero use different data structures for customer information: - Square separates first/last name; Xero needs combined "Name" - Square has one address; Xero has postal (billing) and street (shipping) - Xero requires unique contact names (duplicates rejected)

What Gets Synced

This tool maps: - **Name**: Company Name or Given Name + Family Name - **Contact Info**: Email, phone number - **Address**: Street, city, state, postal code, country - **Reference**: Square Customer ID preserved as Account Number

Common Contact Import Errors

Issues you might encounter when importing Customers Export data to Contact - and how we solve them

Duplicate Contact Name

Xero requires unique contact names

John Smith (appears twice)
John Smith, John Smith (2)

We auto-suffix duplicates with numbers

Review and merge contacts in Xero after import

Missing Contact Name

Contact has no name, company name, or email

(all name fields blank)
Customer_CUST123 (from Customer ID)

We generate names from Customer ID if needed

Update contact details in Xero

Name Exceeds 255 Characters

Xero contact names have 255 character limit

Very Long Company Name Inc...
Very Long Company Name Inc... (truncated)

Names are automatically truncated

Edit contact names in Xero if needed

Why Use This Tool?

Smart Name Generation

Combines Square name fields into Xero-compatible contact names.

Duplicate Detection

Automatically handles duplicate names with suffixes or filtering.

Address Mapping

Maps Square address to both billing and shipping in Xero.

Customer ID Preservation

Square Customer ID saved as Account Number for reference.

Batch Processing

Handles large customer lists with automatic batching.

Browser Privacy

Customer data processed locally, never uploaded.

Frequently Asked Questions

By default, we add suffixes like (2), (3) to duplicate names. You can also choose to skip duplicates or keep them (Xero will reject during import).
We generate a name from email address or Customer ID (e.g., 'Customer_CUST123'). You can update these in Xero after import.
No, Xero's CSV import creates new contacts. For updates, you'd need to merge or edit contacts in Xero after import.

Square → Xero Data Ecosystem

All available data flows from Square to Xero

Square Customers Export Customer directory with contact info, addresses, and purchase history
→
Xero Contact Customer or supplier contact records
Given Name + Family Name → Name Email Address → EmailAddress Given Name → FirstName
Customer sync, supplier management
Square Transactions Export Payment transactions with fees, tips, taxes, and settlement data
→
Xero Bank Statement Bank transactions for reconciliation
Date → Date Total Collected → Amount Fees → Amount
Payout reconciliation, fee tracking
Square Transactions Export Payment transactions with fees, tips, taxes, and settlement data
→
Xero Sales Invoice Sales invoices for accounts receivable (B2B, payment terms)
Transaction ID → InvoiceNumber Date → InvoiceDate Date + terms → DueDate
B2B sales, invoiced orders, payment terms