Enrich a Customer List by Fetching Gorgias Profiles Into a Excel

The Scenario

You're a marketing analyst building a segmentation list for the next retention campaign. Your starting point is an Excel workbook with 200 customer emails. You need phone numbers, custom field values, and ticket counts from Gorgias for each one — that data will determine which segment each customer falls into and which message they receive.

The person who built the original customer list left the company two months ago. The Gorgias API documentation is sitting in a browser tab you haven't touched. Your campaign brief is due Friday.

The bad version:

1. Open Gorgias, search for customer #1 by email, click into the record, note the phone number and custom fields, switch back to the workbook, type the values in. Repeat for customer #2.
2. After 15 customers, realize you'll need 12 hours at this pace and there's no Monday in the plan for that.
3. Look up the Gorgias API, authenticate, write a script, debug the pagination, realize custom fields require a separate endpoint, start over.

This is enrichment work. It should be a data pull, not a weekend project.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the email addresses in your workbook, looks up each customer in Gorgias through its built-in integration, and writes the profile data back into the columns you specify — all in one pass.

For each email in column A, look up the Gorgias customer and write their customer ID in column B, phone number in column C, and custom field values in column D — process all 200 rows

What You Get

• Customer IDs in column B, phone numbers in column C, custom field values in column D for all 200 rows.
• If a Gorgias customer exists for the email but a specific field is empty, SheetXAI writes a blank rather than failing the row.
• If no customer matches an email address, SheetXAI writes "not found" in column B so you can identify gaps without manually cross-referencing.

What If the Data Is Not Quite Ready

You need more fields — created date, ticket count, and tags

For each email in column A, look up the Gorgias customer and write: customer ID in B, phone in C, created date in D, total number of tickets in E, and all tags comma-separated in F. Process all 200 rows.

Some emails have formatting issues — trailing spaces or mixed case — that may cause lookup failures

For each email in column A, trim whitespace and convert to lowercase before looking up the Gorgias customer. Write customer ID in column B, phone in column C, and custom field values in column D. Flag any rows that still return "not found" in column E.

You only want to enrich rows where column B is currently blank, skipping already-enriched rows

For each row where column B is blank, look up the email in column A in Gorgias and write the customer ID in column B, phone in column C, and custom fields in column D. Skip rows where column B already has a value.

The full segmentation pipeline: enrich, score, and assign a segment label

For each email in column A, fetch the Gorgias customer: write ID in B, phone in C, ticket count in D, tags in E. Then in column F, write "high-value" if ticket count is 5 or more and a phone is present, "at-risk" if ticket count is 3 or more with no phone, and "standard" for everything else. Process all 200 rows.

One prompt handles the enrichment, the conditional scoring, and the segment label — the campaign brief gets a clean, segmented workbook.

Try It

Get the 7-day free trial of SheetXAI and open an Excel workbook with a list of customer emails, then ask it to pull the full Gorgias profile for each one. For related work, see how to bulk create customers from an Excel workbook or browse the full Gorgias integration overview.