The Scenario
You are a marketing manager. Your team just finished a re-engagement campaign and collected 200 customer email addresses through a landing page form. The responses are in a Google Sheet, column A, one email per row.
Before you can add these customers to a Square loyalty group or send them a targeted promotion, you need their Square customer IDs. Square's customer directory is the source of truth. If a profile exists for that email, you need the ID. If it does not, you need to know so you can decide whether to create it.
The manual version:
- Log into Square's Customer Directory
- Use the search box to search for the first email
- Read the result, copy the customer ID, switch to your sheet, paste it into column B
- Go back to Square, search for the next email
- Two hundred times. By row 30 you are making errors.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that searches Square for each email and writes the matching customer ID back to the sheet, row by row.
Open the SheetXAI sidebar and type:
For each email in column A of this sheet, 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 instead.
SheetXAI calls Square's customer search endpoint for each email, matches the result, and writes the ID or a "Not found" flag into column B. You end up with a column of IDs ready to use and a clear list of emails with no Square record.
What You Get
A sheet 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 calls the Square search endpoint for each row and writes the result.
The "Not found" rows are immediately actionable. You know exactly which email addresses do not have a Square profile yet — you can decide to create them in bulk using the same sheet, or filter them out for a different campaign.
What If the Data Is Not Quite Ready
Customer lists from landing page forms are almost never clean. SheetXAI handles the variations in the same prompt.
When emails have inconsistent formatting
Some emails came in with a capital first letter, some with trailing spaces 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 creation date for each matched profile
You want to know not just whether a customer exists in Square, but when they were first created — useful for segmenting by customer age.
For each email in column A, search Square customers for a matching profile and write the customer ID into column B and the profile creation date into column C. Write "Not found" into column B and leave column C blank if no match.
When you want to separate new emails from existing ones automatically
You want the "Not found" rows flagged for a bulk-create step, not just listed.
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 how long they have been a customer — 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 the creation date into column C. Then in column D, write "Loyal" if the creation date is more than 12 months ago, "Recent" if 3 to 12 months ago, and "New" if less than 3 months ago. Write "Not found" in column B and "Unknown" in column D if no match.
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 customer group from a sheet or the Square in Google Sheets overview.