Add new customers to your Customer Directory
About adding new customers to your directory
Square's Customer Directory is a comprehensive contact management tool that allows you to store and edit customer information, track their interactions with your business, and engage with them. Every time you add an existing customer to your sale, you can view details of their previous visits, preferences, frequently purchased items, and personalized notes to enhance their experience.
Before you begin
You have two options for adding customer profiles:
Add customers in Square Dashboard on a laptop or desktop.
Add customers in the Square POS app.
You can bulk import customers in Square Dashboard on a laptop or desktop.
When you add, update, or delete a customer profile, the change will reflect in Square Dashboard and the Square POS app.
Add a customer
You can add a customer to a sale to track your customer's purchase history. When adding customers to your Customer Directory, make sure their information remains secure by avoiding the storage of sensitive or confidential data in the notes field, such as payment card numbers or health information.
A customer is automatically opted into email marketing if you manually input their email into their profile. Clients are automatically added to your Customer Directory if they book services with your business using Square Appointments, enroll in your Square Loyalty program, or are charged using Square Invoices.
Option 1: Add a customer to your Customer Directory outright
- Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click Create and enter your new customer’s information.
- Click Save.
A “Contact successfully created” banner will appear when your customer is added.
Option 2: Add a new customer during a sale
You can create a new customer and add them to a sale from the current sale section of your Checkout screen ahead of taking a payment.
Option 3: Add a new customer after a sale
If you've completed a sale but didn't add a customer to it, you can still add your customer's contact information afterward.
Sign in to Square Dashboard and click Reporting > Transactions.
Click on the selected transaction.
Click ••• next to Send Receipt, then click Add Customer.
Click Create New Customer and enter your new customer's information.
Click Save.
A “You have added a customer” banner will appear when your customer is added.
Bulk import customers
If you want to upload and manage multiple customer profiles at once, you can use Square's customer profile import tool to make bulk additions or changes to your Customer Directory using a spreadsheet. The bulk import tool is only available on Square Dashboard.
Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
Click Import / Export > Import customers.
Click either Download template or Next (if you already have a spreadsheet ready).
Drag and drop your file or select it from your laptop or desktop.
Click Next.
Review and assign the fields > click Import.
The import process will likely take a few minutes to complete. You can view a summary of the imported customer profiles after the process is completed with the following details:
Imported: New customer profiles that were created in the Directory.
Matched to existing customers: Customers in these rows matched existing customer profiles. If your import file had any additional information about them, it's been added it to their profiles.
Failed: Customers in these rows were not processed due to an error. Click Fix and reimport to download a file that lists out the errors.