The Scenario
You are a franchise operator with 15 Square locations across the country. You are building a multi-location sales reporting workbook. The workbook has a tab per location. The tab formulas reference location IDs.
You do not have a clean list of your Square location IDs, names, and addresses. You have been managing locations through the Square dashboard for years, and you are not sure of the exact IDs for three locations — and one address in your internal docs might be wrong.
The slow version:
- Log into Square, navigate to Account, then Locations
- Read the location ID, name, and address for location 1
- Switch to Excel, type it in
- Go back, read location 2
- Fifteen locations. Fifteen round trips.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries the Square locations endpoint and writes every location's details directly to the workbook.
Open the SheetXAI sidebar and type:
List all Square locations in my account and write each location's ID, name, address, city, and status into the Location Directory tab, starting at row 2. Sort alphabetically by location name.
SheetXAI calls Square's locations endpoint and writes every location into the tab sorted by name. You get the full picture of what is in your account.
What You Get
A complete location directory in the Location Directory tab:
- Location ID — the Square-assigned ID used in API calls and workbook formulas
- Location name — as configured in Square
- Address — the street address on file in Square
- City — for geographic grouping and filtering
- Status — ACTIVE or INACTIVE to filter out closed locations
You have a source-of-truth directory you can reference when building tab formulas, without searching the Square dashboard for IDs.
If an address looks wrong compared to your internal records, you have the discrepancy identified and can update it in Square directly.
What If the Data Is Not Quite Ready
Location data has common complications when building a reporting workbook. SheetXAI handles them in the same prompt.
When you only want active locations
Your account has a few permanently closed locations still in Square as INACTIVE.
List all Square locations where status is ACTIVE. Write location ID, name, address, city, and timezone into the Location Directory tab. Sort alphabetically by name.
When you also need the timezone per location for scheduling
Your reporting workbook calculates daily revenue by closing time, which varies by timezone.
List all active Square locations and write location ID, name, city, state, timezone, and phone number into the Location Directory tab. Sort by state and then by city.
When you need a suggested tab name for each location
You want to build out one tab per location and need a consistent naming convention.
List all active Square locations and write location ID, name, and address into columns A, B, and C of the Location Directory tab. In column D, generate a suggested tab name for each using the format "Sales - [City]."
When you need the full setup: pull locations, seed the directory, and prepare the column structure for each location tab
You are building the multi-location reporting workbook from scratch.
List all active Square locations and write location ID, name, city, state, and timezone into the Location Directory tab. Then, in the Tab Setup tab, create one row per location showing: suggested tab name (format: "Sales - [City]"), location ID, and the standard column headers to use (Date, Order ID, Total Amount, Fulfillment Type). I will use this as the setup guide to build out each tab.
The pattern: the location directory is the seed for every multi-location report. Pull it once and update it when a location opens or closes.
Try It
Get the 7-day free trial of SheetXAI and pull your Square location directory into a workbook before building your next multi-location report. The Square integration is included in every SheetXAI plan. For related workflows, see how to export Square orders across locations in Excel or the Square in Excel overview.