Guías de Migración → Square Appointments / Square Invoices

Square Appointments / Square Invoices → HELIX

Dificultad: fácil Tiempo: 1 hora

Resumen

Puedes cambiar de Square Appointments / Square Invoices a Helix en 1 hora. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela Square Appointments / Square Invoices cuando estés seguro. $299 una vez reemplaza tu suscripción de Square Appointments / Square Invoices para siempre.

Paso 1: Exportar de Square Appointments / Square Invoices

1

Export Customer Directory

Dashboard → Customers → Export (top right). This grabs all customers with contact info and notes.

2

Export Transaction History

Dashboard → Reports → Transactions → Export. Set date range and download.

3

Export Appointment History (if applicable)

Appointments → Calendar → Reports → Export. Captures service history by customer.

Paso 2: Importar a Helix

1

Import Customers

Helix Connect → Import → Upload Square customer export. Map name, email, phone.

2

Create Services

Build your service offerings in Helix Services. If you used Square catalog, reference those item names.

3

Keep Square for Payments

You can keep using Square for payment processing. Generate Helix invoices with Square payment link.

Square users often started with Square because it was free and simple. You've likely outgrown it — that's why you're looking at Helix. The transition is gentle because you keep Square for payments but gain real job management with Helix.

Preguntas Frecuentes

Should I cancel Square entirely?

No. Keep Square for payment processing — it's free until you process payments. Cancel Square Appointments if you're using Helix Bookings. Square Invoices can be replaced by Helix Invoices.

Can I keep my Square booking page?

You can, but you'd be managing two systems. Better to migrate fully to Helix Bookings and update your website/links.

Does Helix integrate with Square?

Not directly. You include your Square payment link on Helix invoices. Payments appear in Square, invoice status updates in Helix manually or via bank reconciliation.

Obtener Helix — $299

Cancela Square Appointments / Square Invoices después de tu primera semana con Helix.