POS and team management

Square Team roster import guide for HeyPulse

Prepare Square Team member CSV data for HeyPulse, including names, contact fields, jobs, permissions, locations, and status.

Back to import hubView provider source

⚡ Skip the export — connect Square Team directly

HeyPulse syncs your Square Team roster live over its API. During onboarding (or anytime in Settings → Workforce Directory → Live Provider Sync), pick Square Team, paste your API credentials, preview the roster, and import in one click. The connection is saved so you can re-sync whenever your team changes. The CSV steps below remain available as a fallback.

Export steps

  1. 1Go to Staff > Team > Team members in Square Dashboard.
  2. 2Click Export, select the team member fields you want, then download the CSV.
  3. 3Choose contact fields, primary job, locations, permissions, and any stable IDs available.

Recommended columns

Include as many of these fields as your export allows. HeyPulse can preserve additional columns as metadata for targeting and reporting.

First nameLast nameEmailPhonePrimary jobLocationsPermissionsStatus

Mapping notes

Square exports are configurable. HeyPulse accepts either phone or email, but SMS delivery still needs a mobile phone.

If column names differ from the examples above, HeyPulse still lets admins review detected fields and manually map unusual headers before import.