The Scenario
You're a growth analyst. You've been given a project: build an attribution model showing which affiliate channels drive retained customers versus one-time buyers, across six months and three programs.
Tapfiliate has 12,000 conversion records that are relevant to this project. Your Excel workbook has your customer purchase history. The two datasets have never been in the same place.
The bad version:
- Go to Tapfiliate's conversions export, select a date range, export CSV.
- Open in Excel. The program column has internal IDs, not names. Conversion date isn't recognized as a date by Excel. Commission amounts are stored as strings.
- Build a VLOOKUP against a program ID lookup table. Write a TEXT-to-date conversion formula for every row in the date column. Manually format the amount column as currency.
- Still haven't started the attribution model. That was 90 minutes of data prep.
You run this export every month. Every month costs you 90 minutes of formatting before any actual analysis happens.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Tapfiliate and writes conversion records into the workbook in the format you need for analysis — no CSV, no lookup formulas, no date conversions.
Fetch all pending conversions from Tapfiliate for program ID prog_123 and write them to this Excel sheet so I can review them for approval
What You Get
- One row per conversion record written into the active worksheet.
- Columns: affiliate name, program name (readable label), conversion date in Excel date format, order value as a number, commission amount as a number, and approval status as a readable label.
- 12,000 rows pulled in one operation across all programs and date ranges.
- Data is immediately pivot-ready — no VLOOKUP table needed, no date formula needed.
What If the Data Is Not Quite Ready
You only want approved conversions for the attribution model
Your retention analysis should only count conversions that were approved, not pending ones that might reverse.
Pull all Tapfiliate conversions from the last 6 months where status is approved. Write one row per conversion to the Conversions worksheet with columns for affiliate name, program name, conversion date, order value, and commission amount
Program names in Tapfiliate don't match your internal reporting labels
Your team calls them "Influencer," "Reseller," and "Referral" — Tapfiliate uses different internal names.
Pull all conversions from Tapfiliate for the last 6 months. Map program names to internal labels using the Programs worksheet — column A is Tapfiliate name, column B is internal label. Write the internal label to the Program column in the output
You need to join conversion data against your customer purchase table
Your purchase history is on the Customers worksheet, email in column A, last purchase date in column B.
Pull all Tapfiliate conversions from the last 6 months into the Conversions worksheet. For each conversion, check the customer email against the Customers worksheet and write "returning" or "new" in a Customer Type column
Full attribution dataset in one prompt
Pull all Tapfiliate approved conversions from the last 6 months. Map program names to internal labels using the Programs worksheet. For each conversion, check the customer email against the Customers worksheet and flag new vs. returning. Write results to the Conversions worksheet with columns for affiliate name, internal program label, conversion date, order value, commission, and customer type. Add a pivot-ready Summary worksheet with total approved commission and conversion count per program
One prompt constructs the complete attribution dataset.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where your customer data lives — then ask it to pull Tapfiliate conversion records and join them against your purchase history in a single operation. For the affiliate-level view, see exporting commission records.