How to Migrate from Square to Zeller

Step-by-step Square to Zeller migration guide. Compare card rates (1.4% vs 1.6%), terminal swap process, and what data transfers for Australian businesses.

Estimated time: 2-4 hoursDifficulty: Moderate
SquareZeller
What this guide coversThis guide walks you through every stage of this migration for Australian businesses. You will learn what data transfers automatically, what requires manual import via CSV, and how to handle AU-specific requirements like BAS reporting periods, STP finalisation and bank feed reconnection.

What Transfers & What Doesn’t

Not everything moves across automatically. Use this table to plan your migration scope.

Data TypeAuto Transfer?Notes
Product CataloguePartialExport from Square as CSV — reformat for Zeller's item import
Customer DirectoryNoSquare customer data must be manually re-entered or imported via CSV
Sales HistoryNoExport Square reports for records — Zeller starts fresh
Gift CardsNoSquare gift cards won't work on Zeller — honour outstanding balances manually
EFTPOS TerminalNoReturn Square terminal, set up Zeller Terminal — next-day settlement to Zeller Transaction Account
Accounting IntegrationNoDisconnect Square from Xero/MYOB, connect Zeller — remap revenue accounts
Online StoreNoSquare Online store does not transfer — rebuild on Zeller Online or alternative

Step-by-Step Migration Guide

  1. Step 1

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  2. Step 2

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  3. Step 3

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  4. Step 4

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  5. Step 5

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  6. Step 6

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  7. Step 7

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

Pre-Migration Checklist

  • Reconcile all bank accounts up to the conversion date
  • Lodge all outstanding BAS and IAS returns
  • Finalise and lodge STP report for the current pay period
  • Export key reports (P&L, Balance Sheet, Trial Balance) as PDFs
  • Back up your data to an external drive and cloud storage
  • Notify your BAS agent or bookkeeper about the planned switch date
Caution: Mid-Year Migration & STP ImplicationsSwitching software mid-financial year introduces risk around Single Touch Payroll (STP) reporting. If you migrate between 1 Jul and 30 Jun, you must finalise an STP event in your old system before cutting over, then lodge a “Year to Date” event in the new system with carried-forward figures.