The Scenario
You're a retention analyst. You're building a winback campaign for affiliate-sourced customers who signed up more than 90 days ago and haven't purchased since. Your customer purchase data is in Excel. The affiliate attribution data — who referred each customer, through which program — is entirely inside Tapfiliate.
You have 5,000 Tapfiliate customer records that have never been pulled into your workbook.
The bad version:
- Go to Tapfiliate's customer export, find that it only exports 500 rows at a time.
- Run the export 10 times with overlapping date filters.
- Open 10 CSV files, stack them in Excel, discover that the column order shifted between the third and fourth export.
- Spend an afternoon normalizing 10 files into one consistent dataset before any cross-referencing starts.
The winback campaign brief is due Thursday. The audience build hasn't started.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls all 5,000 Tapfiliate customer records into your workbook in one operation — no paginated exports, no file stacking.
Pull all Tapfiliate customer records from the past year into this Excel sheet — one row per customer with affiliate attribution and order date
What You Get
- One row per Tapfiliate customer record covering all 5,000.
- Columns: customer ID, email, acquisition date, referring affiliate name, and program name.
- All records in one pull — no pagination, no quarterly segmenting.
- Emails in the format they were registered in Tapfiliate, ready to match against your purchase data.
What If the Data Is Not Quite Ready
You only want customers acquired in the last 12 months
Your winback campaign targets the recent cohort — customers who signed up recently enough to still be convertible.
List all Tapfiliate customers acquired in the past 12 months and write them to the Customers worksheet — include customer ID, email, acquisition date, referring affiliate name, and program name
You need to flag lapsed customers immediately in the pull
Your Lapsed worksheet has email addresses of customers who haven't purchased in 90 days.
Pull all Tapfiliate customer records acquired in the past year into the Customers worksheet. For each record, check whether the email appears in the Lapsed worksheet and write "lapsed" or "active" to a Status column. Include customer ID, email, acquisition date, affiliate name, and program
The referring affiliate shows as an ID instead of a name
Your Tapfiliate export returns affiliate IDs in the customer records, but your campaign team works with names.
List all Tapfiliate customers from the past year. For each customer, include the referring affiliate's name (not just the ID) by resolving the affiliate name from Tapfiliate. Write to the Customers worksheet with columns for customer ID, email, acquisition date, affiliate name, and program name
Full winback audience build in one prompt
Pull all Tapfiliate customers acquired between 90 and 365 days ago. For each customer, check their email against the Purchases worksheet (email in column A, last purchase date in column B). Flag any customer whose last purchase date is more than 90 days ago — or who doesn't appear in the Purchases worksheet at all — as "winback candidate" in column F. Write customer ID, email, acquisition date, affiliate name, program, and winback flag to the Winback worksheet
One prompt builds the qualified audience from Tapfiliate data plus your purchase history.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where your customer data lives — then ask it to pull your Tapfiliate customer records and cross-reference them against your purchase history in one operation. For the program-level view, see pulling conversion records.