Protaja
← Back to Help Center

Client Import Guide

How to export your client list

Step-by-step instructions for the four most common booking platforms. Once you have your CSV, upload it in the Protaja app under Clients → Import CSV.

Square Appointments

Square exports phone numbers in the "Phone Number" column. Protaja finds it automatically.

  1. 1

    Open your Square Dashboard

    Go to squareup.com and sign in to your account. Make sure you're in the correct location if you have multiple.

    Screenshot

    Square Appointments — Step 1: Open your Square Dashboard

  2. 2

    Go to Customers

    In the left sidebar, click Customers. This opens your full client directory.

    Screenshot

    Square Appointments — Step 2: Go to Customers

  3. 3

    Click "Export"

    In the top-right corner of the Customers page, click the Export button. Square will prepare your list.

    Screenshot

    Square Appointments — Step 3: Click "Export"

  4. 4

    Choose "All Customers" and download

    Select All Customers and click Export to CSV. The file downloads automatically to your computer.

    Screenshot

    Square Appointments — Step 4: Choose "All Customers" and download

  5. 5

    Upload to Protaja

    In the Protaja app, go to Clients → Import CSV and select the file. Protaja reads the name and phone columns automatically.

    Screenshot

    Square Appointments — Step 5: Upload to Protaja

What Protaja looks for in your file

Required

  • Namefirst_name, name, or full_name column
  • Phone10-digit US number

Optional (but helpful)

  • Last VisitHelps prioritise who to message first
  • EmailUsed for future email features
  • BirthdayEnables birthday message campaigns
  • NotesImported as client notes

Don't use any of these platforms, or still having trouble?

Email support@protaja.com →