Migrate Square Customers to Xero Contacts

🥦

Migrate Complete

Xero Contacts Format Format
valid rows

Transfer your Square customer database to Xero contacts format. Preserve customer details during your platform migration.

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

Download Sample

Sample customers CSV

Download

Tool Rating

4.4 / 5 (42 votes)

How It Works

1

Export

Square Dashboard → Customers → Export customer list

2

Upload

Drop your Square customers CSV file here

3

Convert

Convert to Xero contacts format

4

Import

Import contacts to Xero

Migrating Your Square Customer Database

Customer Data Migration Challenge

Moving to Xero means transferring your Square customer database. Without proper conversion, you'd lose valuable customer information and contact details. This tool ensures your customer data transitions smoothly to Xero's contact format.

What Gets Migrated

Our migration tool transfers: - Customer Names: Full names and company names - Contact Details: Email addresses and phone numbers - Addresses: Billing and shipping addresses - Notes: Customer notes and references

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

Why Use This Tool?

Complete Customer Data

Transfer names, emails, phones, and addresses.

Address Formatting

Addresses converted to Xero's format automatically.

Data Validation

Email and phone formats validated during conversion.

Bulk Processing

Handle thousands of customers efficiently.

Reference Preservation

Square customer IDs preserved for reference.

Browser Privacy

Customer data processed locally in your browser.

Data Transformation

Each Square customer becomes one Xero contact record

Input Square Customer

One row per customer from Square Customer Directory

Key columns: Customer ID, Given Name, Family Name, Email Address, Phone Number
1:1 — One input row creates one output row
Output Xero Contact 1 rows per input

One contact record with full details

Contact Record Customer details with name fallback (email/company) and duplicate handling
Name unique (duplicates get suffix); name fallback if Given/Family blank

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

Frequently Asked Questions

Customer names, email addresses, phone numbers, and addresses are all migrated. Square customer IDs are preserved as references in Xero.
The tool converts all customers from your export. Check for duplicates in Xero after import using their built-in duplicate detection.
Payment methods are securely stored by Square and cannot be exported. Customers will need to re-enter payment details in your new system if needed.
Customer purchase history is migrated separately using transaction exports. Use the Square Transactions to Xero tool for sales history.

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 Current tool
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