Migrate from Square for Retail
Move from Square for Retail to PeakSpitz, safely.
Moving off Square for Retail should feel like restoring from a backup, not a leap of faith. Your retail POS data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while Square for Retail keeps running, untouched, the whole time. Here is exactly how, step by step.
Square for Retail earns its place with small shops by making the basics effortless: a clean item library with variations, straightforward inventory, purchase orders and built-in loyalty, all set up in an afternoon. Teams typically outgrow it not because it stops working but because the pieces meter separately — Retail Plus per location, Loyalty, Marketing and more each add a monthly line, and the whole thing lives inside the Square ecosystem. The move to PeakSpitz is usually about folding those add-ons, plus real accounting with VAT and a built-in storefront, into one system with unlimited users.
The safe way to leave Square for Retail
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of Square for Retail that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull products, stock, customers and sales history out of Square for Retail in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your retail POS data lands before you move the rest.
- 4
See what maps to what
We line Square for Retail up against PeakSpitz: products, stock, customers and sales history become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside Square for Retail is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what Square for Retail shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep Square for Retail live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your Square for Retail export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: Square for Retail → PeakSpitz
Square for Retail
Item Library (items with variations, SKUs, barcodes)
PeakSpitz
PeakSpitz catalogue with variants
Square variations map to PeakSpitz variant options.
Square for Retail
Categories & units
PeakSpitz
Categories and units of measure
Square for Retail
Vendors & Purchase Orders (Retail Plus)
PeakSpitz
Suppliers and purchase orders
Vendor and PO records typically live in the Retail Plus tier; export from there.
Square for Retail
Inventory by location
PeakSpitz
Stock by location
Square for Retail
Customer Directory & Square Loyalty
PeakSpitz
Customers
Loyalty point balances are a cutover decision — snapshot forward or restart.
Square for Retail
Sales / order history
PeakSpitz
Sales history
What to watch when leaving Square for Retail
- ⚠
Square's on-hand counts drift as sales, returns and manual edits accumulate. Treat cutover as a physical count and import the counted quantities, not the inherited number.
- ⚠
Square Loyalty point balances and Square gift-card balances are a cutover decision; card-on-file records and payment terminals re-pair on the new system rather than transferring.
- ⚠
Data is typically spread across Square's add-ons — vendors and purchase orders in Retail Plus, points in the Loyalty subscription, campaigns in Marketing. Export each add-on separately so nothing is left behind.
- ⚠
Years of Square receipts are usually best kept as a read-only archive. Migrate the current catalogue, suppliers, customers and open orders; don't try to replay the full sales history.
Common questions about leaving Square for Retail
We use Square Loyalty — does it move across?
Square Loyalty is deservedly popular for how simply it works. PeakSpitz centres on a unified customer record with full history; the point balances themselves are a cutover decision — carry a snapshot forward or restart the scheme cleanly.
We're a small shop — is 'live in about a week' realistic?
Usually, yes. Square's item library is clean and exports well, so catalogue, variants, suppliers and customers come across quickly, and most small retailers are live in about a week without consultants.
Will we lose the all-in-one simplicity we liked about Square?
That simplicity is exactly what Square does well for small retail. PeakSpitz keeps one system but folds in real accounting with VAT, a built-in storefront and unlimited users, so the separate add-on subscriptions collapse into one.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave Square for Retail
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs Square for Retail →Bring your Square for Retail data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.