The Scenario
The Endorsal testimonial library has grown to 140 entries with no consistent tagging. The marketing coordinator has been asked to fix that before the Q3 campaign planning meeting. She has an Excel workbook: column A lists 12 tag names the team agreed on ("enterprise," "onboarding," "integrations," "pricing," "support," etc.), and column B lists the testimonial IDs that should receive each tag — comma-separated.
She opened Endorsal, clicked into the Tags section, and created the first tag manually. Then she looked at the remaining 11 and the 140 ID mappings waiting in column B, and stopped.
The bad version:
- Create each of the 12 tags one at a time in the Endorsal UI, copying names from the workbook
- For each tag, navigate to the linked testimonials, find each one by ID, open it, apply the tag, and save
- Lose track of which testimonial IDs you've already tagged halfway through the third tag, because the IDs aren't visible in the testimonial list view without clicking into each record
The planning meeting is Thursday. This taxonomy work wasn't supposed to take the whole week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the tag-mapping data directly and through its built-in Endorsal integration creates the tags and applies them to the specified testimonials — no UI navigation required.
Read my Excel tag-mapping sheet where column A is the tag name and column B is a list of testimonial IDs, create each tag in Endorsal, and apply the tags to the corresponding testimonials. Write the new tag ID to column C and the count of tagged testimonials to column D.
SheetXAI creates all 12 tags, applies them to the corresponding testimonial IDs, and writes the resulting tag IDs and application counts back to the workbook.
What You Get
- A new Endorsal tag for every row in column A
- Each tag applied to all testimonial IDs listed in column B
- The returned tag ID written to column C for reference
- The count of successfully tagged testimonials written to column D
- Any testimonial IDs that failed (not found, already tagged) noted separately
What If the Data Is Not Quite Ready
Tag names in the workbook have inconsistent capitalization
Normalize the tag names in column A to lowercase before creating them in Endorsal, then apply each to the testimonial IDs in column B and write the tag ID to column C.
Some testimonial IDs in column B don't exist in Endorsal anymore
Create each Endorsal tag from column A, apply each to the testimonial IDs in column B, and for any ID that returns "not found," write it to column E with a "MISSING" flag instead of failing the whole batch.
You need to apply multiple tags from different rows to the same testimonial ID
For each row in the tag-mapping worksheet, create the tag in column A if it doesn't already exist in Endorsal, then apply it to each testimonial ID in column B. For testimonials that appear in multiple rows, apply all relevant tags without overwriting previous ones.
Create tags, apply them, then pull back the updated testimonials to confirm
Create all tags from column A, apply each to the testimonial IDs in column B, then fetch each tagged testimonial from Endorsal and write the author name, applied tags, and rating into a new "Verification" worksheet — one row per testimonial.
One prompt to build the taxonomy and verify the result, rather than three separate manual passes.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook holding your tag-mapping data, then ask it to create and apply the tags in Endorsal. See also how to export Endorsal testimonials by tag or return to the Endorsal integration overview.