The Scenario
You are a RevOps manager. The rebrand is live. Marketing has updated all the product names, and your team now has 30 Tally lead-capture forms that still use the old naming convention. Every form name starts with "Acme" and needs to start with "Apex."
You have all 30 form IDs in column A and all the new form names in column B of the Forms tab in an Excel workbook, approved by marketing yesterday.
The manual version:
- Log into Tally
- Open form one, click the settings tab, update the name, save
- Repeat twenty-nine more times
- Realize on form 22 that the new name in your workbook has a typo and you have already updated 21 forms with the wrong version
- You fix the typo and spend another hour re-doing the first 21.
The fast version is one prompt and lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the ID-to-name mapping and handles the rename calls to Tally for you.
Open the SheetXAI sidebar and type:
For each row in the Forms tab, update the Tally form name using column A as the form ID and column B as the new title. Write "UPDATED" into column C for each success, and the error message into column C for any failure.
SheetXAI iterates through all 30 rows, calls the Tally API for each one, applies the name update, and writes the result back to column C. You do not open the Tally dashboard once.
What You Get
30 forms renamed, with results written to column C:
- Successful renames — "UPDATED" in column C, new name live in Tally
- Failed renames — error message in column C, with enough detail to diagnose the problem
- A permanent record — column C is your audit trail showing which renames completed
Column C is your rollback log. If marketing changes their mind about the naming format next week, you still have the original form IDs in column A and can rerun with column D as the revert names.
What If the Data Is Not Quite Ready
Rebrand workbooks assembled under deadline pressure often have issues. SheetXAI handles them inline.
When some cells in column B still have the old name
The workbook was partially filled in and twelve rows in column B still say "Acme - [Campaign] Lead Form."
For any row in the Forms tab where column B still starts with "Acme," apply the naming conversion: replace "Acme - " with "Apex | " and remove " Lead Form" from the end. Then update the Tally form name using column A as the form ID and the converted value as the new title. Write results to column C.
When a handful of form IDs in column A are no longer valid
Some forms were deleted last quarter during a cleanup.
For each row in the Forms tab, attempt to update the Tally form name using column A as form ID and column B as new title. If Tally returns a 404 for a form ID, write "FORM NOT FOUND — skipped" into column C. Write "UPDATED" for successes and the error message for other failures.
When you want to preview all 30 name changes before committing
The marketing director wants to sign off on the full rename list before anything goes live in Tally.
Do not rename any forms yet. Instead, for each row in the Forms tab, fetch the current form name from Tally using the form ID in column A and write it into column C. Compare it to the new name in column B and write "CHANGE" into column D if they differ, or "MATCH" if they are the same. I will review column D before asking you to apply the renames.
When the workbook has the old names in column B and you need to generate the new names programmatically
Marketing gave you a naming rule but did not fill in column B.
For each row in the Forms tab, fetch the current form name from Tally using column A. Apply this renaming rule: replace the prefix "Acme - " with "Apex | " and strip the suffix " Lead Form." Write the generated new name into column B, then apply the rename to Tally and write the result into column C.
The pattern: whether the names come from column B or from a rule you describe in the prompt, SheetXAI applies them consistently across all 30 rows.
Try It
Get the 7-day free trial of SheetXAI and paste your form ID and new name pairs into a workbook tab, then ask it to apply the renames. The Tally integration is included in every SheetXAI plan. For related workflows, see how to export a full form inventory or the Tally in Excel overview.