The Scenario
You are the operations lead at a gym. Your re-engagement survey just closed. 500 members filled it out with updated contact details — new emails, corrected phones, updated company names for corporate memberships.
The corrected data is in an Excel workbook. Column A has the Square customer ID. Column B has the new email. Column C has the new phone number.
Your gym runs all billing and class reminders through Square. If these contact details are wrong in Square, receipts go to dead inboxes, reminder SMS fail, and your billing team fields calls they should not have to handle.
The slow version:
- Export the current customer list from Square to CSV
- Open it in a second workbook tab
- Write a VLOOKUP to find what changed per customer
- Log into Square, search for customer by ID, edit the profile manually
- Repeat for all 500
- An hour in you are on row 23 and have no idea how many are left.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that applies the updates to Square customer profiles row by row, using the IDs already in your workbook, and writes a status back for each one.
Open the SheetXAI sidebar and type:
For each row in this workbook, update the Square customer whose ID is in column A — set the email to column B and the phone to column C. Write "Updated" into column D if it succeeded, or the error message if it failed.
SheetXAI iterates through all 500 rows, calls Square's customer update endpoint for each, and writes a confirmation or error into column D. You end up with a complete audit trail in the workbook.
What You Get
A workbook with 500 rows resolved:
- Column D: "Updated" for every profile that changed successfully
- Column D: error message for any row Square rejected — so you know exactly which rows to revisit and why
- No manual Square dashboard work. Every update that could go through, went through.
The error rows are immediately actionable. If 8 rows failed because of phone format, fix those 8 cells in column C and re-run those rows. Everything else is done.
What If the Data Is Not Quite Ready
Survey exports are rarely formatted for API calls. SheetXAI handles normalization and updates in the same prompt.
When phone numbers need formatting before the update
The survey collected phone numbers in mixed formats — (555) 123-4567, 555-123-4567, and 5551234567 all appear in column C.
Normalize the phone numbers in column C to E.164 format before running any updates. Then update each Square customer in column A with the normalized phone and the email in column B. Write the result into column D.
When some rows are missing an email update
Some survey respondents only updated their phone number. Column B is blank for those rows. You do not want to blank out their existing Square email.
For each row, update the Square customer in column A. If column B has a value, set the email to column B. If column B is blank, leave the email unchanged. Always set the phone to column C when column C has a value. Write "Updated" or the error into column D.
When you only want to update a specific membership category
The workbook covers all 500 members but you only want to apply updates for members tagged "Corporate" in column E.
Only update Square customer profiles where column E says "Corporate." Apply the email from column B and the phone from column C. Write the result into column D. Leave all other rows untouched.
When you need to clean, validate, and push updates in one shot
The survey data has stray whitespace, inconsistent phone formats, and some customer IDs in column A with leading zeros from a copy-paste error.
Clean the data first: strip whitespace from emails in column B, normalize phones in column C to E.164, and remove leading zeros from customer IDs in column A. Then update each Square customer profile with the cleaned email and phone. Write "Updated" or the error message into column D.
The pattern: fix the data and push the updates in one prompt. No intermediate workbook tab required.
Try It
Get the 7-day free trial of SheetXAI and push your next round of contact updates to Square without opening the dashboard. The Square integration is included in every SheetXAI plan. For related workflows, see how to bulk-import new customers into Square from Excel or the Square in Excel overview.