The Scenario
You're a growth marketer at a SaaS company. Two hundred customers completed onboarding last month and your PM wants them enrolled in the referral program before the next product newsletter goes out — ideally with their personal portal links dropped into the same workbook so the CS team can include them in outreach.
The bad version:
- Open Referral Rock, navigate to Members, click "Add member," fill in name and email, save. Repeat 200 times.
- Copy each member's portal URL out of the confirmation screen and paste it into the workbook next to the right row.
- Discover that 14 of the emails were already registered, causing duplicate errors, and spend another hour sorting out which rows failed.
That's three to four hours of click-work that produces exactly zero additional insight. Your actual job — analyzing which cohort drives the most referrals — hasn't moved an inch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and talks to Referral Rock on your behalf. You don't leave the workbook.
Create a new Referral Rock member for every row in the Onboarding worksheet using the name in column A, email in column B, and program ID PROG-101, then write the returned referral code into column C and the portal access URL into column D
What You Get
- Column C fills with each member's unique referral code as rows are processed.
- Column D fills with the personal portal URL for each member.
- Rows where an email was already registered get a note in column E — "duplicate, skipped" — so you can handle them without losing your place.
- The full 200 rows are processed in one operation, not 200 manual clicks.
What If the Data Is Not Quite Ready
Names are in a single "Full Name" column but Referral Rock wants first and last separately
In the Onboarding worksheet, split the value in column A at the first space to get first and last name, then register each row as a Referral Rock member with program ID PROG-101 and write the referral code into column C
Some rows are missing an email address
Register every row in the Onboarding worksheet as a Referral Rock member using column A for name and column B for email, program PROG-101, but skip any row where column B is blank and write "missing email" into column C for those rows
The program ID varies by customer segment and lives in column D
Create a Referral Rock member for each row in the Onboarding worksheet using name from column A, email from column B, and the program ID from column D, then write the returned referral code into column C
Clean up formatting, enroll, and return portal links in one shot
In the Onboarding worksheet, trim whitespace from columns A and B, lowercase all emails in column B, register each row as a Referral Rock member using program ID PROG-101, write the referral code into column C and the portal URL into column D, and flag any rows that failed in column E
The cleanest approach: send the cleanup and the API call in one instruction so you receive usable output without a second pass.
Try It
Open an Excel workbook with your latest customer onboarding list and get the 7-day free trial of SheetXAI. Ask it to enroll every row as a Referral Rock member and write the portal URLs back in. Also worth reading: how to export the full member roster and how to pull pending payout data for reconciliation — linked in the hub overview for Referral Rock.