The Scenario
You are a marketing manager. Your team collected 200 customer email addresses through a landing page. The emails are in an Excel workbook, column A, one per row.
Before you can add these customers to a Square loyalty group or target them with a promotion, you need their Square customer IDs. If a profile exists for that email, you need the ID. If it does not, you need to know so you can create it.
The manual version:
- Log into Square's Customer Directory
- Search for the first email
- Read the result, copy the customer ID, switch to Excel, paste into column B
- Go back to Square, search for the next email
- Two hundred times. By row 30 you are making copy-paste errors.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that searches Square for each email and writes the matching customer ID back to the workbook, row by row.
Open the SheetXAI sidebar and type:
For each email in column A of this workbook, search Square customers for a matching profile and write the Square customer ID into column B. If no match is found, write "Not found" into column B.
SheetXAI calls Square's customer search endpoint for each email, matches the result, and writes the ID or "Not found" into column B. You get a complete column of IDs and a clear list of emails with no Square record.
What You Get
A workbook with 200 rows resolved:
- Column B: Square customer ID for every email that matched a profile
- Column B: "Not found" for emails with no matching Square profile
- No manual searching. SheetXAI handles each lookup and writes the result.
The "Not found" rows are immediately actionable. You know which emails have no Square profile and can bulk-create them or route them to a separate campaign.
What If the Data Is Not Quite Ready
Landing page form data has common formatting issues. SheetXAI handles them in the same prompt.
When emails have inconsistent capitalization or spaces
Some emails came in with capital letters or a trailing space from the form field.
Normalize the email addresses in column A to lowercase and strip any whitespace. Then search Square customers for each email and write the matching customer ID into column B, or "Not found" if no match.
When you also want the customer creation date for segmentation
You want to know not just whether a customer exists, but how long they have been in Square.
For each email in column A, search Square customers for a matching profile. Write the customer ID into column B and the profile creation date into column C. Write "Not found" in column B and leave column C blank if no match.
When you want to flag new emails for a bulk-create step
You want the "Not found" rows clearly marked for the import step.
For each email in column A, search Square for a matching customer profile. Write the customer ID into column B. If no match, write "Not found" in column B and "CREATE" in column C. If a match is found, leave column C blank.
When you need to look up, enrich, and segment in one shot
You want the customer ID, the creation date, and a segment label based on tenure — all in one pass.
For each email in column A, search Square customers for a matching profile. Write the customer ID into column B and creation date into column C. In column D, write "Loyal" if the creation date is more than 12 months ago, "Recent" if 3 to 12 months ago, "New" if less than 3 months ago, and "Unknown" if not found.
The pattern: use the lookup step to enrich the data at the same time, not as a separate pass.
Try It
Get the 7-day free trial of SheetXAI and match your email list to Square customer IDs before the next campaign. The Square integration is included in every SheetXAI plan. For what to do once you have the IDs, see how to add customers to a Square group from an Excel workbook or the Square in Excel overview.