The Scenario
You're a partner success manager. After the Q2 program review, each of 150 active affiliates was assigned to one of three account managers and given a tier label. The decisions are captured in an Excel workbook: affiliate ID in column A, account manager in column B, tier in column C.
None of this information is in Tapfiliate yet. Until it is, the account managers have no way to filter their own affiliate portfolio inside the platform.
The bad version:
- Open Tapfiliate, find the first affiliate, open their profile, scroll to custom metadata, add the account_manager field, type the value, add the tier field, type it, save.
- Repeat 149 times.
- Halfway through, realize some account manager names were typed differently across the workbook — "Sarah M." versus "Sarah Moore" — and Tapfiliate's filters are exact-match. Go back and fix all the Sarah M. rows.
The account manager kickoff call is Monday morning. The filtered views in Tapfiliate are supposed to be ready before then.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the metadata assignments and pushes them to each affiliate's Tapfiliate profile in one operation.
Update the custom metadata for all 150 affiliates in my Excel sheet — affiliate ID in column A, metadata key in column B, metadata value in column C
What You Get
- The account_manager and tier metadata fields set on each affiliate's Tapfiliate profile.
- Column D populated with the result for every row: "updated," "affiliate not found," or the specific error.
- Values written exactly as they appear in the workbook — preserving the exact spelling and case your account managers will use to filter.
- All 150 rows updated in one run.
What If the Data Is Not Quite Ready
Account manager names are inconsistent across rows
The workbook was filled in by multiple people and "Sarah Moore" is sometimes "Sarah M." and sometimes "S. Moore."
For each row in this workbook, write the account_manager metadata field to Tapfiliate using the affiliate ID in column A. Before writing, normalize all values in column B to the format First Last (full first name, full last name, title case) using the canonical names listed in the Staff worksheet — column A is variant, column B is canonical name. Write the update result to column D
A third metadata field — territory — was added after the workbook was built
The head of partnerships asked to also tag each affiliate with a geographic territory, which is in column D of the workbook.
For each row in this workbook, set three Tapfiliate metadata fields: account_manager from column B, tier from column C, and territory from column D for the affiliate ID in column A. Write the update result to column E
Some IDs may have already been deactivated in Tapfiliate
A few affiliates were offboarded last month. You don't want the batch to fail if their IDs are gone.
For each row in this workbook, check whether the affiliate ID in column A exists in Tapfiliate before updating. If found, set account_manager from column B and tier from column C. If not found, write "inactive — skip" to column D instead of attempting the update
Full metadata assignment with before/after audit log
Process all 150 rows in this workbook. For each affiliate in column A, fetch their current account_manager and tier metadata from Tapfiliate and write to columns E and F. Then set the new account_manager from column B and tier from column C. Write the update result to column G. Summarize updated, skipped (values already matched), and not-found counts at the bottom of column G
One prompt captures the before-state, applies the update, and logs the result.
Try It
Get the 7-day free trial of SheetXAI and open your metadata assignment workbook — then ask it to push all 150 field updates into Tapfiliate before Monday's kickoff call. Once the metadata is in place, see enriching your affiliate roster to pull a verified current roster back into Excel.