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.

Free preview — then from $5. Save with bundles.
Free preview before you pay
Files never leave your browser
No account needed to start

Download Sample

Sample customers CSV

Download

Tool Rating

4.4 / 5 (42 votes)

How Migration Works

1

Export from Square

Customers → Import / Export → Export Customers → Download

2

Upload and Configure

Upload Customers Export CSV and choose Contact format

3

Preview and Download

Review converted data, download Xero-ready file

4

Import to Xero

Contacts → All Contacts → Import → Upload CSV

Every row and field is preserved in Xero Contacts Format format — ready to load into the target platform immediately.

How People Use This

We switched from Square to Xero for invoicing but couldn't afford to lose 1,800 customer contacts built over four years. The converter transferred every name, email, phone number, and address into Xero's contact format. Our sales team was sending invoices from Xero the same afternoon without re-entering a single contact.

Rachel F.
Retail Operations Manager · 1,800 customer records migrated

One of my retail clients had three Square locations with overlapping customer lists. I exported each location's customers, converted them to Xero contacts, and imported in sequence. Xero's duplicate detection caught the overlaps automatically. The whole customer directory was consolidated in under an hour.

Omar J.
Bookkeeper · 6 client migrations

Our loyalty program ran through Square and I was terrified of losing customer email addresses during our move to Xero. The tool preserved every email and phone number with proper formatting. We sent our first Xero invoice blast to existing customers the next morning with zero bounces from bad data.

Lisa C.
Café Chain Owner · 950 loyalty customers

Migration Questions Answered

What customer data is migrated?

Customer names, email addresses, phone numbers, and addresses are all migrated. Square customer IDs are preserved as references in Xero.

How long does customer migration take?

Real-time customer sync happens automatically when using integration tools. For historical data, back-syncing is limited to 30 days depending on your integration method.

Are there costs associated with migration?

Our converter offers affordable pay-per-use pricing with no subscription. Export your Square customers, convert to Xero contacts format, and import directly. No monthly fees or ongoing commitments needed.

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

Secure, Complete Migration

Nothing Left Behind

Every row and every field preserved. No data dropped during migration.

Runs in Your Browser

All migration logic runs locally. Your data stays on your machine.

GDPR Compliant

Zero data retention. Full EU privacy compliance.

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

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 a Migration 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

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.
No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.
You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
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.
Real-time customer sync happens automatically when using integration tools. For historical data, back-syncing is limited to 30 days depending on your integration method.
Yes, email addresses, phone numbers, and contact information are automatically transferred during migration when using the integration.
Standard migrations transfer core customer data. Customer notes and tags may require manual transfer or custom third-party integration for full compatibility.
Yes, Xero has Contact Groups allowing you to organize customers, create bulk invoices, and build Smart Lists based on purchase history or payment status.
Multi-location customer data can sync to a single Xero account or multiple accounts depending on your integration setup and business needs.
Our converter offers affordable pay-per-use pricing with no subscription. Export your Square customers, convert to Xero contacts format, and import directly. No monthly fees or ongoing commitments needed.

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

Also available as

This platform pair is available in 5 other hubs

Learn More:

vs SyncPenguin vs Activepieces vs Zapier vs Amaka vs PayTraQer vs Synder vs Bookkeep vs Skyvia vs Relokia vs Webgility