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Import & Export Customers
Import & Export Customers
Manually sync customers between Square and WooCommerce.
Use the Customers page to view, filter, and manually sync customers between Square and WooCommerce.
Customers Table
Navigate to SquareSync for Woo > Customers to access the customers table.
Displayed Information
| Column | Description |
|---|---|
| First/Last Name | Customer name |
| Email address | |
| Source | Square, Woo, or Both |
| Square Groups | Square customer group memberships |
| WordPress Role | Current WordPress user role |
| Loyalty Account | Whether customer has a loyalty account |
| Link Status | Linked or Not Linked |
| Square Customer ID | Square's unique customer identifier |
Filtering Options
| Filter | Options |
|---|---|
| Source | Square only, Woo only, or Both |
| Status | Linked or Not Linked |
| Role | Filter by WordPress role |
| Group | Filter by Square group |
| Loyalty | Has loyalty account or not |
Table Actions
| Action | Description |
|---|---|
| Refresh | Reload customer data from both platforms |
| Force Refresh | Clear cache and fetch all customers fresh |
| Import Selected | Bulk import/export selected customers |
Import Customers
Step 1: Select Customers
- Use filters to find the customers you want to import
- Select customers using checkboxes
- Click Import Selected
Step 2: Configure Import Options
| Option | Description |
|---|---|
| Square → Woo | Import selected Square customers to WordPress |
| Woo → Square | Export selected WordPress users to Square |
| Sync Both | Sync customers bidirectionally |
| Set Role | Apply role mappings during import |
| Send Emails | Send welcome emails to newly created users |
| Source | Primary source for conflict resolution (Square or Woo) |
| Per Batch | Items processed per batch (default: 10) |
Step 3: Run Import
- Click Start Import
- Progress displays in real-time
- Import runs in background via job queue
- Can be stopped mid-import if needed
Failed imports are logged with reasons for review.
Export Customers
Export WooCommerce customers to Square using the same import dialog:
- Select WooCommerce-only customers from the table
- Click Import Selected
- Enable the Woo → Square option
- Configure field sync options
- Start the export
Field Mapping Reference
Square → WooCommerce
| Square Field | WooCommerce Field |
|---|---|
given_name | first_name, billing_first_name |
family_name | last_name, billing_last_name |
email_address | user_email |
phone_number | billing_phone |
address.address_line_1 | billing_address_1 |
address.address_line_2 | billing_address_2 |
address.locality | billing_city |
address.administrative_district_level_1 | billing_state |
address.postal_code | billing_postcode |
address.country | billing_country |
group_ids | WordPress roles (via role mappings) |
id | square_customer_id (user meta) |
WooCommerce → Square
| WooCommerce Field | Square Field |
|---|---|
first_name | given_name |
last_name | family_name |
billing_phone | phone_number (E.164 format) |
billing_address_* | address.* fields |
| User roles | group_ids (via role mappings) |
Sync Status Indicators
| Status | Meaning |
|---|---|
| Linked | Customer exists in both Square and WooCommerce and is connected |
| Not Linked | Customer exists in one platform only, or exists in both but not connected |
| Source: Square | Customer originated from Square |
| Source: Woo | Customer originated from WooCommerce |
| Source: Both | Customer is linked between both platforms |
Troubleshooting
Import stops or fails
- Reduce batch size for slower servers
- Check server memory limits
- Review error logs for specific failures
Customers not appearing in table
- Click Force Refresh to clear cache
- Check filter settings aren't hiding customers
- Verify connection to both platforms
Welcome emails not sending
- Confirm Send Emails option is checked
- Verify WordPress email configuration
- Check spam folders for test imports