Migration Guides → Square Appointments / Square Invoices

Square Appointments / Square Invoices → HELIX

Difficulty: easy Time: 1 hour Portability: 7/10

Migration Summary

Switch from Square Appointments / Square Invoices to Helix in about 1 hour. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel Square Appointments / Square Invoices. $29/month → $279 once.

What Transfers

Transfers Fully

✓ Customer contacts

✓ Transaction/payment history

✓ Appointment history (if using Square Appointments)

Transfers Partially

~ Notes attached to customers

~ Appointment notes

Needs Rebuilding

✗ Square Appointments booking page

✗ Payment processing (Square stays for payments)

✗ Loyalty program data

✗ Marketing email lists (export separately)

Step 1: Export from Square Appointments / Square Invoices

1

Export Customer Directory

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

3 minutes ⚠ Includes all customers who've ever transacted or been added manually
2

Export Transaction History

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

3 minutes ⚠ Good for financial records but limited operational detail
3

Export Appointment History (if applicable)

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

3 minutes ⚠ Only relevant if you used Square Appointments

Step 2: Import into Helix

1

Import Customers

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

10 minutes
2

Create Services

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

15 minutes
3

Keep Square for Payments

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

5 minutes

First Week Checklist

All checked? Cancel your Square Appointments / Square Invoices subscription. Download a final backup first.

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.

Common Questions

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.

Get Helix — $279 Once

30-day money-back guarantee. Cancel Square Appointments / Square Invoices after your first week with Helix.