Switch from Square to TradeKit

5-minute checklist

1. Create your TradeKit account at gettradekit.com/auth/signup.
2. Export customers from Square: Square Dashboard → Customers → Export → CSV.
3. In TradeKit, open Customers → Import CSV.
4. Map columns:
   • Given Name → First Name
   • Family Name → Last Name
   • Email Address → Email
   • Phone Number → Phone
   • Address fields if present
5. Import. Duplicates by phone are skipped automatically.
6. Connect Stripe under Settings → Payments so you can get paid (minus TradeKit fees).

What migrates today

• Customer names, phones, emails, and addresses (via CSV)
• Your TradeKit site, booking, quoting, and invoicing stay separate from Square

Live Square OAuth sync is not required for launch — CSV is the supported path and works for almost every Square account in under 10 minutes.