The Scenario
You're the affiliate manager at a D2C brand. Your company ran a booth at a retail trade show for three days and signed 120 new affiliate agreements. Names, emails, and referral codes are all in an Excel workbook your assistant maintained throughout the show.
Before your Thursday launch announcement, every one of those 120 affiliates needs a registered account in Tapfiliate or they won't be able to generate referral links.
The bad version:
- Open Tapfiliate, click New Affiliate, type first name, last name, email, referral code — one row at a time from the workbook.
- Lose count around row 35, look back at the workbook, realize you've been reading from the wrong row for the last four entries.
- Fix the incorrect records, keep going, finish two hours later and discover three referral codes had spaces in them that Tapfiliate silently rejected.
Your launch window is Thursday. The list is ready. The only thing between you and done is 120 manual Tapfiliate entries — and you haven't started.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data and registers each affiliate through the built-in Tapfiliate integration — no dashboard visits, no row-by-row entries.
Register all 120 affiliates from my Excel sheet into Tapfiliate — columns are: first_name, last_name, email, phone, and custom_referral_code
What You Get
- A Tapfiliate account created for each row, with name, email, phone, and referral code populated.
- Column F populated with the resulting affiliate ID for each successful registration.
- Rows where the email was already registered or the referral code had formatting issues flagged in column G — no silent failures.
- All 120 accounts registered in one run.
What If the Data Is Not Quite Ready
Referral codes have mixed case and special characters
Some codes were typed quickly at the booth with uppercase letters or spaces.
Register all rows in this Excel sheet as Tapfiliate affiliates — columns are first_name, last_name, email, phone, custom_referral_code. Before registering, normalize all referral codes to lowercase with spaces replaced by underscores. Write the normalized code and the resulting affiliate ID or error to columns F and G
Several rows have a missing phone number
The phone column was optional at the booth and 22 rows are blank.
Register all rows in this workbook as Tapfiliate affiliates using columns A through E: first_name, last_name, email, phone, custom_referral_code. For rows where the phone column is empty, omit the phone field from the registration. Write the affiliate ID or error to column F
Affiliates from two separate worksheets need to be combined
Morning booth contacts are on the AM worksheet, afternoon contacts are on PM.
Combine all rows from the AM and PM worksheets and register each unique email as a Tapfiliate affiliate — columns are the same on both: first_name, last_name, email, phone, custom_referral_code. Flag any duplicate emails across worksheets in column F instead of registering them twice
Full cleanup and registration in one pass
Look at all rows in this workbook across the AM and PM worksheets. Remove duplicates by email. Normalize referral codes to lowercase with underscores. Skip rows missing an email. Register each remaining row as a Tapfiliate affiliate using first_name, last_name, email, phone, and custom_referral_code. Write the affiliate ID or specific error to column F for every row
One prompt handles both worksheets, the deduplication, the normalization, and the registration.
Try It
Get the 7-day free trial of SheetXAI and open your sign-up workbook — then ask it to register your affiliate roster in Tapfiliate before your launch window closes. For what comes next, see exporting commission records once your affiliates start generating revenue.