The Scenario
You are a marketing analyst. You have been pulling Square order data for three months and your order exports include a customer ID column. Now you have a Google Sheet with 80 Square customer IDs pulled from those order exports.
Your next task: enrich the sheet 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 your sheet, 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 Google Sheet that retrieves each Square customer profile and writes the contact details back into the same sheet, row by row.
Open the SheetXAI sidebar and type:
For each customer ID in column A, 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 built from the order data.
What You Get
A sheet 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 customer ID that does not resolve to an active profile gets flagged in column B
The data is ready for a campaign tool immediately. You can export the sheet, upload it to your email platform, or filter to rows where column C has a valid email and send directly from there.
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 placed as guests
Your order export has rows where no customer was logged — guest checkouts have no ID. You do not want those rows to error.
For each row in this sheet, 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 to enrich with contact details and also note 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 a profile is not found, write "Not found" in column B and leave the rest blank.
When you want to filter to customers who have an email address on file
Some Square profiles have a name but no email. You only want to include customers you can actually reach.
For each customer ID in column A, retrieve the Square profile. Only write their data to columns B, C, and D if they have an email address on file. If the profile exists but has no email, write "No email on file" into column B. If the profile is not found, write "Not found" in column B.
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 in one pass.
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 spend is $500 or more, "Mid" if $100 to $499, or "Low" if under $100.
The pattern: do the enrichment and the segmentation in one prompt so the sheet 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 or the Square in Google Sheets overview.