The Scenario
You are the e-commerce manager for a brand selling through Square across three locations — two retail stores and an online channel. The new quarter starts next week. You need an Excel workbook with every Q1 order to build the sales dashboard before Monday's all-hands.
You need order ID, customer ID, order total, status, fulfillment type, and which location it came from. Three locations. Ninety days. Potentially thousands of rows.
The painful version:
- Log into Square, go to Orders, set date range, select Location 1, export CSV
- Repeat for Location 2, then the online channel
- Open all three CSVs in Excel, add a Location column to each
- Copy-paste them into one workbook tab
- Find that the column headers differ between the retail and online exports
- Fix the column order, re-run the formulas
- Sunday night, dashboard still not built.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries Square orders across all locations in one call and writes the data consistently formatted, with no manual merging.
Open the SheetXAI sidebar and type:
Search Square orders from January 1 through March 31 across all my locations. Write each order's ID, customer ID, total amount, state, fulfillment type, and location name into the Orders tab starting at row 2. Sort by location and then by date descending.
SheetXAI calls Square's orders search endpoint, handles pagination, and writes the rows into the Orders tab. Location name is included per row so you can filter or pivot without any extra work.
What You Get
A unified Q1 order table across all three locations in the Orders tab:
- Order ID — for cross-referencing with Square's dashboard
- Customer ID — for enriching with customer details if needed
- Total amount — gross order total
- State — COMPLETED, CANCELED, OPEN
- Fulfillment type — PICKUP, SHIPMENT, DELIVERY, or DIGITAL
- Location name — which Square location the order came from
Three locations, ninety days, one workbook tab. No manual CSV merging, no column-order reconciliation, no formula repairs.
What If the Data Is Not Quite Ready
Order exports have real-world complications across locations and time ranges. SheetXAI handles them in the same prompt.
When you only want completed orders
The Q1 export includes open orders from the last day of March and canceled orders from across the quarter. You only want what actually settled.
Search Square orders from January 1 through March 31 across all locations. Only include orders where state is COMPLETED. Write order ID, customer ID, total amount, fulfillment type, and location name into the Orders tab.
When you also need a summary alongside the detail
Your dashboard needs both a full line-item table and a top-level summary by location.
Pull all completed Square orders from Q1 across all locations. Write the full order detail — ID, customer ID, total, fulfillment type, location — into the Orders tab. Then in the Summary tab, create a table showing total revenue, order count, and average order value per location.
When you need customer names appended per order
Your dashboard will show customer names, not just IDs.
Pull all completed Square orders from Q1 across all locations. For each order with a customer ID, retrieve the customer's first and last name from Square. Write order ID, customer name, order total, fulfillment type, and location into the Orders tab.
When you need the full picture: pull, filter, enrich, and summarize in one go
The CFO wants a Q1 review covering order volume, revenue, and customer engagement across all locations.
Pull all Square orders from Q1 across all locations. Filter to completed orders only. For each order with a customer ID, look up the customer name. Write order ID, customer name (or "Guest" if no ID), order total, fulfillment type, and location into the Orders tab. Then in the Summary tab, build three tables: total revenue and order count by location; breakdown by fulfillment type; top 10 customers by total Q1 spend.
The pattern: the more you ask for in one prompt, the less you do afterward. SheetXAI handles the API calls, the enrichment, and the summary tables inline.
Try It
Get the 7-day free trial of SheetXAI and pull your next quarter's orders into a workbook in one prompt. The Square integration is included in every SheetXAI plan. For related workflows, see how to export Square invoices for AR tracking in Excel or the Square in Excel overview.