The Scenario
You are the operations lead at a gym. Your re-engagement survey just closed. 500 members filled it out and provided updated contact information — new email addresses, corrected phone numbers, some with updated company names for their corporate memberships.
The corrected data is in a Google Sheet. 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 booking through Square. If these contact details are wrong in Square, automated receipts go nowhere, class reminders fail, and your billing team gets calls they should not have to field.
The slow version:
- Export the current customer list from Square
- Open it in a second sheet
- Cross-reference the survey sheet by customer ID
- For each row, note what changed
- Log into Square, search for each customer by ID, edit the profile manually
- Three hours later you are on row 47 of 500 and your coffee is cold.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that applies the updates to Square customer profiles row by row, using the IDs already in the sheet, and writes a status back for each one.
Open the SheetXAI sidebar and type:
For each row in this sheet, update the Square customer whose ID is in column A — set the email to the value in column B and the phone to the value in 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 clear record of what applied and what needs attention.
What You Get
A sheet with 500 rows resolved:
- Column D: "Updated" for every profile that changed successfully
- Column D: error message for any row where Square returned an error — invalid phone format, customer ID not found, etc.
- No manual Square dashboard work. Every change that could apply did apply automatically.
The error rows are immediately actionable. If 8 rows failed because the phone number was in a format Square rejected, you fix those 8 values and re-run the prompt for those rows only.
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 a mix of 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 the update. Then update the 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. Column B is blank for those rows. You do not want to blank out their existing email in Square.
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 if column C has a value. Write "Updated" or the error into column D.
When you only want to update members with a specific membership type
The sheet covers all 500 members but you only want to apply updates for corporate members, flagged in column E.
Only update Square customer profiles where column E says "Corporate." For those rows, apply the email update from column B and the phone update from column C. Write the result into column D. Skip all other rows.
When you need to clean, validate, and update in one shot
The survey data came in raw. Emails have stray spaces, phones are inconsistent, and some customer IDs in column A have been entered with leading zeros from a copy-paste error.
Clean the data first: strip whitespace from column B emails, normalize column C phones to E.164, and remove any leading zeros from column A customer IDs. Then update each Square customer profile with the cleaned email and phone. Write "Updated" or the error message into column D.
The pattern: prepare the data and push the updates in one prompt. No intermediate cleaning sheet required.
Try It
Get the 7-day free trial of SheetXAI and run the next round of contact updates without touching Square's dashboard. The Square integration is included in every SheetXAI plan. For related workflows, see how to bulk-import new customers into Square or the Square in Google Sheets overview.