The Scenario
The CRM manager flagged 200 customers who haven't placed an order in the past 120 days. Their customer IDs are in an Excel workbook. Before she can decide which ones to target with a win-back campaign and which ones to mark as lapsed, she needs lifetime order count, total spend, and last order date for each one.
She can look up a customer in the Shopify admin. She cannot look up 200 of them.
The bad version:
- Open the Shopify admin, search the customer's ID, open the profile, note the order count, scroll to find the total spend, look for the most recent order date.
- Return to the search bar. Enter the next customer ID.
- 200 times. With a workbook open in another window where you're typing the values.
The win-back campaign brief is due end of this week. The CRM manager cannot wait until someone builds a custom Shopify report.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the customer IDs, queries Shopify's order history for each one, and writes the summary data back into the correct rows — in one operation.
Read the customer IDs in column A of my Churn Analysis Excel sheet and for each one fetch Shopify customer orders, then write order count, total spent, and last order date into columns B through D
What You Get
- Lifetime order count, total spend, and last order date written back into columns B, C, and D for each customer ID in the workbook.
- Any customer IDs that don't resolve in Shopify get an error message in column B so the CRM manager can investigate those rows specifically.
- The CRM manager has a working churn analysis dataset ready for segmentation and campaign targeting.
What If the Data Is Not Quite Ready
Some rows use email addresses instead of customer IDs
For each row in my Churn Analysis Excel sheet, look up the Shopify customer by the value in column A — treat it as a customer ID if numeric, otherwise look up by email — write order count, total spent, and last order date into columns B, C, D
A churn risk flag is needed — customers with no order in 120 days and fewer than 3 lifetime orders are high risk
For each customer ID in column A of my Churn Analysis Excel sheet, fetch Shopify order history and write order count, total spent, and last order date into columns B, C, D — add a column E flagging 'high risk' if last order is more than 120 days ago and order count is less than 3
Some customers in the workbook have never placed an order — handle zero-order cases
For each customer ID in column A of my Churn Analysis Excel sheet, fetch Shopify order history and write order count into column B (write 0 if no orders), total spent into column C (write 0 if no orders), and last order date into column D (write 'never' if no orders)
Look up by ID or email, handle zero-order cases, add churn flag, skip already-resolved rows
For each row in my Churn Analysis Excel sheet where column B is blank, look up the Shopify customer by value in column A (ID or email) — write order count (0 if none), total spent (0 if none), and last order date ('never' if none) into columns B, C, D — flag 'high risk' in column E if last order is more than 120 days ago and order count is below 3
Handling the zero-order edge case and the churn flag in one pass means the CRM manager gets a complete workbook without a separate formula pass.
Try It
Get the 7-day free trial of SheetXAI and open the churn analysis workbook the CRM manager shared, then ask SheetXAI to pull order history and risk flags for all 200 customers before the campaign brief is due. Future win-back analyses will use the same workbook structure. Also worth reading: how to bulk update customer tags based on the resulting segmentation, or the hub overview for all Shopify workflows.