The Scenario
You're a CRM admin. Six months ago, someone bulk-imported 300 affiliate IDs from a legacy platform into an Excel workbook. The migration got the IDs across. It got nothing else — no emails, no group assignments, no program enrollments, no metadata.
The sales team has been asking for a complete affiliate roster for two months. Right now all they have is a column of IDs next to empty cells.
The bad version:
- Open Tapfiliate, search affiliate ID one, copy the email into the workbook.
- Search affiliate ID two, copy the group.
- After 30 profiles, realize you forgot to include the program enrollment column. Add the column header. Go back through the 30 rows you've already done.
- Estimate you have 11 more hours of profile lookups ahead of you. Decide to come back to this "when things slow down." The workbook stays empty.
This roster has been "almost done" for two months. It will stay almost done until something forces it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the affiliate IDs in your workbook and fetches each affiliate's current Tapfiliate profile — populating all the missing columns in one operation.
Enrich my Excel roster by fetching the current Tapfiliate profile for each affiliate ID in column A — add columns for email, program names, group, and custom metadata
What You Get
- Columns populated for every row where the affiliate ID exists in Tapfiliate: email, comma-separated program names, current group assignment, and any custom metadata fields your account uses.
- Column F populated with "not found" for any IDs that don't exist in Tapfiliate — no silent gaps in the data.
- 300 rows enriched in one operation instead of 300 individual profile lookups.
- Live data from Tapfiliate, not a cached export — balances and assignments reflect current state.
What If the Data Is Not Quite Ready
You also need current balance for each affiliate
The sales team wants to see who has outstanding commissions alongside their profile data.
For each affiliate ID in column A of this workbook, fetch their email, group, enrolled program names, and current outstanding balance from Tapfiliate. Write to columns B, C, D, and E respectively. Flag any not-found IDs in column F
Legacy IDs have a prefix that Tapfiliate doesn't use
Your workbook has IDs formatted as "AF-10043" but Tapfiliate stores them as "10043."
For each value in column A, strip the "AF-" prefix before looking up the affiliate in Tapfiliate. Fetch email, group, and balance, and write to columns B, C, and D. Write the cleaned ID back to column A
You need to merge roster data from a second workbook
A separate workbook called Legacy-EU has 80 more affiliate IDs from the European program that also need enrichment.
Open the current workbook and the Legacy-EU workbook. For each affiliate ID in column A of both workbooks, fetch their current Tapfiliate profile (email, group, program names, balance) and populate columns B through E. Flag not-found IDs in column F on each workbook
Complete roster rebuild in one prompt
For each affiliate ID in column A: strip any "AF-" prefix, then fetch their email, group, enrolled programs, balance, and custom metadata fields account_manager and tier from Tapfiliate. Populate columns B through G. Flag not-found IDs in column H as "inactive — verify." Sort the completed roster by affiliate group, then by name within each group
One prompt rebuilds the full roster from the raw ID list, sorted and ready to share.
Try It
Get the 7-day free trial of SheetXAI and open your ID workbook — then ask it to fill in the Tapfiliate profile data for all 300 rows at once. Once the roster is current, see bulk metadata updates to push new field values back into Tapfiliate.