The Scenario
You are a marketing analyst. You have been pulling Square order data and your exports include a customer ID column. Now you have an Excel workbook with 80 Square customer IDs from those exports.
Your next task: enrich the workbook with each customer's name, email, and phone number so the list becomes a usable campaign contact sheet. The order data does not include contact details — just the IDs.
The manual version:
- Log into Square's Customer Directory
- Search for the first customer by ID
- Read their name, email, and phone number
- Switch to Excel, type them into columns B, C, and D
- Go back, search for the next ID
- Eighty customers. Eighty round trips. Two hours of lookup you cannot bill.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that retrieves each Square customer profile and writes the contact details back into the same workbook, row by row.
Open the SheetXAI sidebar and type:
For each customer ID in column A of this workbook, retrieve the Square customer profile and write their full name into column B, email into column C, and phone into column D. If a profile is not found, write "Not found" into column B and leave the other columns blank.
SheetXAI calls Square's customer retrieval endpoint for each ID and writes the contact details into the adjacent columns. You end up with a complete campaign contact list.
What You Get
A workbook with 80 rows enriched:
- Column B: full name — first and last name from the Square profile
- Column C: email — the email on file in Square
- Column D: phone — the phone number on file in Square
- "Not found" rows — any ID that does not resolve to an active profile gets flagged in column B
The data is ready for a campaign tool immediately. Filter to rows where column C has a valid email and you have your send list.
What If the Data Is Not Quite Ready
Customer ID lists from order exports have common complications. SheetXAI handles them in the same prompt.
When some customer IDs are blank because the orders were guest checkouts
Your order export has rows with no customer ID — guest purchases. You do not want those rows to error.
For each row in this workbook, if column A is blank, write "Guest checkout" into column B and leave columns C and D blank. If column A has a customer ID, retrieve the Square profile and write full name, email, and phone into columns B, C, and D.
When you also want the customer's creation date for segmentation
You want contact details and how long each customer has been in Square.
For each customer ID in column A, retrieve the Square profile and write full name into column B, email into column C, phone into column D, and account creation date into column E. If not found, write "Not found" in column B and leave the rest blank.
When you only want customers who have an email address on file
Some Square profiles have a name but no email. You only want contacts you can actually reach.
For each customer ID in column A, retrieve the Square profile. Only write data into columns B, C, and D if the profile has an email address. If the profile exists but has no email, write "No email on file" into column B. If not found, write "Not found."
When you need to enrich, filter, and segment in one shot
You want contact details, email validity, and a spend-based segment label — all from the order and profile data.
For each customer ID in column A, retrieve the Square profile and write full name, email, and phone into columns B, C, and D. Skip rows where no email is on file (write "No email" into column B). Then in column E, look up total order spend for each customer ID in the Orders tab and write "High" if $500 or more, "Mid" if $100 to $499, or "Low" if under $100.
The pattern: do the enrichment and segmentation in one prompt so the workbook is ready to hand off without a second pass.
Try It
Get the 7-day free trial of SheetXAI and enrich your Square customer ID list with contact details before the next campaign. The Square integration is included in every SheetXAI plan. For related workflows, see how to look up Square customer IDs by email in Excel or the Square in Excel overview.