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Switch from Square Loyalty

Move from Square Loyalty in about five minutes.

Your members keep their balances, your counter keeps moving, and you get Autopilot, wallet cards and lock-screen alerts from day one.

1 · Export from Square Loyalty

  1. Square Dashboard → Customers → Customer directory → Import/Export → Export customers → All customers → Download.
  2. Points aren't in that file. Call Square's loyalty support and ask for a CSV of phone numbers and point balances.
  3. Upload the customer file first, then the points file. We merge them by phone.

2 · Upload to Regulars

In your dashboard go to Switch from…, choose Square Loyalty, and upload. We recognize the columns, preview everything, and you click Import.

3 · Done

Members check in at your kiosk with their phone number (or just the last 4 digits) and see their balance. Members without a birthday on file confirm 21+ once.

What comes with you from Square Loyalty

✕Points / balancesnot in the export
?Birthdaysnot documented
?Opt-in historyemail only

Square's customer export doesn't include loyalty point balances; a Square Community moderator confirmed a balances CSV "is not available" self-serve.

Good to know before you switch

Balances stay behind
The customer directory export doesn't include loyalty points; balances need a support request.
Source ↗

From Square Loyalty's published docs and terms as of November 2026. Terms change, so check your own contract. Tip: export before your renewal date.

Free white-glove switch

Send us the file. We'll do the rest.

Leaving Square Loyalty? We'll import your members, match balances, set up your kiosk and counter signs, and have you live the same day.

Or start free and do it yourself