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GoSquared · Excel Guide

Bulk-Identify GoSquared People Profiles From an Excel Workbook

The Scenario

You are a SaaS engineer. Your app database has 150 user records — visitor ID, email, name, and plan tier — sitting in an Excel workbook on SharePoint. GoSquared has been tracking those users anonymously since before they signed up. You need to call GoSquared's identify endpoint for all 150 to link their anonymous sessions to known profiles.

You could write a script. But the data is already in the workbook, you are in the middle of other work, and writing and deploying a one-off identify script for 150 rows feels like more than this task deserves.

The slow version:

  • You write a small script, authenticate with GoSquared, loop through the rows, call identify for each one
  • You test it, hit a rate limit, add retry logic
  • You deploy it in production, get back 200s but are not sure whether GoSquared actually linked the profiles
  • You check three profiles manually in the GoSquared dashboard to confirm
  • An hour later you are still not sure if it worked for all 150.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that calls GoSquared's identify endpoint row by row, so you do not have to write, test, or deploy a script for a one-off batch operation.

Open the SheetXAI sidebar and type:

For each row in this workbook's Users tab, call GoSquared identify with the visitor ID in column A, email in column B, name in column C, and plan in column D. Process all 150 rows. Write the API response status into column E for each row.

SheetXAI iterates through all 150 rows, calls the GoSquared identify endpoint for each one, and writes the response status into column E. You see at a glance which rows succeeded and which need attention.

What You Get

A completed identify operation with a status log written back to the workbook:

  • 150 rows processed — one GoSquared identify call per row
  • Status column — "200 OK" or an error message per row
  • No script, no deployment — SheetXAI handles the pacing

Any row that returns an error is flagged immediately. If five rows fail because the visitor ID format is wrong, you can see them in column E, fix them, and re-run just those rows.

What If the Data Is Not Quite Ready

User data workbooks rarely arrive in the exact format GoSquared's identify endpoint expects.

When visitor IDs have inconsistent formatting

Some rows have visitor IDs with a "vid_" prefix, others do not.

Before calling GoSquared identify for each row in the Users tab, strip the 'vid_' prefix from column A if present so all IDs are plain numeric strings. Then call identify with the cleaned visitor ID, email in column B, name in column C, and plan in column D. Write the status into column E.

When custom properties vary by plan tier

Free users have fewer custom properties than paid users.

For each row in the Users tab, call GoSquared identify with visitor ID in column A, email in column B, and name in column C. If column D is 'paid', include company in column E and created_at in column F as custom properties. If column D is 'trial', only send email and name. Write the response status into column G.

When some rows are already identified

You ran a partial identify batch last week and some users are already in GoSquared.

Before calling GoSquared identify for each row in the Users tab, check whether a GoSquared People profile already exists for the email in column B. If it does, write 'Already Identified' in column E and skip the identify call. If it does not, call identify and write the response status in column E.

When you need to identify and verify in one operation

You want to run the batch and immediately confirm that the profiles are findable in GoSquared People after the calls complete.

For each row in the Users tab, call GoSquared identify with visitor ID in column A, email in column B, name in column C, and plan in column D. After all 150 calls complete, query GoSquared People for each email in column B and write the resulting GoSquared person ID into column F. If a person ID comes back, write it. If not, write 'Not Found'.

The pattern: identify the users, write the status, verify the result. One prompt handles the whole operation.

Try It

Get the 7-day free trial of SheetXAI and ask it to bulk-identify your GoSquared users from any Excel workbook of user records. The GoSquared integration is included in every SheetXAI plan. See also how to create GoSquared Smart Groups from an Excel workbook or the GoSquared in Excel overview.

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