The Scenario
You are the e-commerce manager for a brand that sells through Square across three locations — two retail stores and an online channel. The new quarter starts next week and you need a Google Sheet with every order from Q1 to build the Q1 sales dashboard before the Monday 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 the date range, select Location 1, export CSV
- Repeat for Location 2
- Repeat for the online channel
- Open all three CSVs, add a Location column to each
- Copy and paste them into one sheet
- Realize the column headers are in different order between the online export and the retail export
- Fix the column order
- It is Sunday night and the dashboard is not built yet.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that queries Square orders across all locations in one call and lands the data formatted consistently, 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 this sheet starting at row 2. Sort by location and then by order date descending.
SheetXAI calls Square's orders search endpoint across all locations, handles pagination, and writes the rows. Location name is included per row, so you can filter or pivot by location without any extra work.
What You Get
A unified Q1 order table across all three locations:
- Order ID — for cross-referencing with Square's dashboard
- Customer ID — for enriching with customer details later
- Total amount — gross order total
- State — COMPLETED, CANCELED, OPEN, etc.
- Fulfillment type — PICKUP, SHIPMENT, DELIVERY, or DIGITAL
- Location name — which Square location the order came from
Three locations, ninety days, one sheet. You do not open Square three times. You do not merge three CSVs. You build the pivot table or dashboard directly from this output.
What If the Data Is Not Quite Ready
Order exports have real-world complications. SheetXAI handles them in the same prompt.
When you only want completed orders, not canceled or open ones
The Q1 export includes open orders from the last day of March and canceled orders from all quarter. You only want what actually shipped or was picked up.
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 this sheet.
When you need a sales summary by location alongside the detail
Your dashboard needs both a full line-item table and a top-level summary showing revenue 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 create a summary in the Summary tab with total revenue, order count, and average order value per location.
When the order data needs to be enriched with customer names
Your dashboard will reference customer names, not just customer IDs. You want the name appended per order.
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 and write order ID, customer name, order total, fulfillment type, and location into this sheet.
When you need the full picture: pull, filter, enrich, and summarize in one go
The CFO wants a Q1 review that covers order volume, revenue, and customer engagement — all from the Square data.
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 in Square. 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, create three tables: total revenue and order count by location; breakdown of completed orders by fulfillment type; and top 10 customers by total spend across Q1.
The pattern: the more you ask for in one prompt, the less work 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 sheet in one prompt. The Square integration is included in every SheetXAI plan. For related workflows, see how to export Square invoices for AR tracking or the Square in Google Sheets overview.