The Scenario
You are the operations manager at a restaurant switching to Square POS. Migration week is here. You have an Excel workbook with 300 loyalty customers — first name, last name, email, and phone — that need to become Square customer profiles before the system goes live on Friday.
Square's CSV import in the dashboard fails silently on rows with formatting issues and gives you no easy way to get the Square-assigned customer IDs back into your workbook. You need those IDs. Your loyalty app references them by Square customer ID.
The bad version of this migration:
- Format the workbook data as a CSV, upload to Square
- Check the import log, find 47 rows failed with vague error codes
- Manually review those rows, fix phone formats
- Re-upload the corrected batch
- Realize there is still no way to get the IDs back automatically
- Export Square's customer list as a CSV, open it in a separate workbook, do a VLOOKUP by email to find each ID
- Paste IDs back into the original workbook one by one. Friday is tomorrow.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates the Square customer profiles and writes the returned IDs back into the workbook, row by row, as each one completes.
Open the SheetXAI sidebar and type:
For each row in this workbook (first name in column A, last name in column B, email in column C, phone in column D), create a Square customer profile in bulk and write the returned Square customer ID into column E. If a row fails, write the error message into column E instead.
SheetXAI calls Square's bulk customer creation endpoint, processes all 300 rows, and writes an ID into column E for every successful import and an error message for any that failed.
What You Get
A workbook with 300 rows fully resolved:
- Column E: Square customer ID for every successful import
- Column E: error message for any row Square rejected, so you know what to fix
- Batch processing — Square's bulk endpoint handles multiple records per API call, not 300 separate calls
The IDs are in the workbook where your loyalty app can read them. No CSV cross-reference, no VLOOKUP.
If 12 rows came back with errors because of phone number format, fix those 12 cells in column D and re-run the prompt scoped to those rows. Leave the others — they already have IDs in column E.
What If the Data Is Not Quite Ready
Loyalty exports are almost never formatted for API calls. SheetXAI handles data fixes and the import in the same prompt.
When phone numbers are in inconsistent formats
Some rows have a country code prefix, some have dashes, some are just 10 raw digits.
Before creating any Square customers, normalize the phone numbers in column D to E.164 format (+1XXXXXXXXXX for US numbers). Then run the bulk customer creation for all rows and write the Square customer ID into column E.
When some rows have duplicate email addresses
Your loyalty export has duplicates from a double-entry in the source system.
Before running the import, deduplicate rows by email address in column C, keeping the first occurrence. Then create Square customer profiles for all deduplicated rows and write the customer ID into column E.
When only approved rows should be imported
The workbook has 300 rows but only 240 are flagged "Ready" in column F.
Create Square customer profiles only for rows where column F says "Ready." Write the Square customer ID into column E for each successful row. Leave rows where column F is not "Ready" untouched.
When you need to clean, import, and verify in one shot
The data came from a legacy system with inconsistent capitalization, stray spaces, and missing emails on some rows.
Review the customer data in columns A through D. Apply proper case to name columns A and B. Strip leading and trailing whitespace from all four columns. Skip rows where column C is blank. Normalize phone numbers in column D to E.164 format. Then create Square customer profiles in bulk for all valid rows and write the returned customer ID into column E, or the error message if creation failed.
The pattern: fix the data and run the import in one prompt. No separate cleaning workbook needed.
Try It
Get the 7-day free trial of SheetXAI and run your next customer migration from the workbook you already have. The Square integration is included in every SheetXAI plan. For related workflows, see how to bulk-update existing Square customer profiles in Excel or the Square in Excel overview.