vcita supports bulk import of clients from the following sources:

• Square
• CSV or Excel file

Importing Clients from Square

If you are using Square to accept payments, you can import your clients from Square into vcita (available in the US, UK, Canada and Australia).

To import clients from Square: 

1. At the top of the Clients page, click Import.

2. The Import your data window opens. Click on Get Started.

3. Click on Square

4. A pop-up will open for Square to sign into your Square account. 

5. On this screen, scroll down and click Allow to authorize vcita

6. The importing will begin

7. Refresh the Clients page to view the imported contacts.

Adding Clients to Square

If vcita has not recognized clients in Square, you may need to add contacts to your Google Contacts list first, or switch to a different Square account. 

Refer to this resource from Square to add contacts to Square. 

Further Reading:

• How do I export my client data?
• Some of my clients were not imported