The Scenario
You're a business development rep. You came back from a trade show with 75 influencer contacts in an Excel workbook — name, email, phone, and which affiliate program they expressed interest in. Your affiliate manager wants every one of them registered as a Tapfiliate prospect before outreach begins.
The difference between registering them now versus waiting is whether the follow-up emails can be triggered from inside Tapfiliate or have to be managed manually from your inbox.
The bad version:
- Open Tapfiliate, find the prospect creation form, fill in the first contact's first name, last name, email, and program ID.
- Switch to Excel, check row two, switch back to Tapfiliate.
- On row 12, realize the full name is in a single column in the workbook but Tapfiliate wants first and last name in separate fields. Go back to the beginning and split all 75 names.
- Two hours later: 75 prospects registered, 45 minutes of which was name splitting.
Your outreach window opens Monday morning. The sooner prospects are in Tapfiliate, the sooner the sequence runs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your contact data and registers each row as a Tapfiliate prospect through the built-in integration — handling field splitting and format normalization without separate prep.
Register all 75 prospects from my Excel outreach sheet into Tapfiliate — include name, email, referral code suggestion, and the program ID from column D
What You Get
- A Tapfiliate prospect record created for each row with name, email, referral code suggestion, and program association.
- Column E populated with the resulting prospect ID for each successful creation.
- Rows where the email already exists in Tapfiliate flagged in column F rather than generating errors.
- All 75 prospects registered in one operation.
What If the Data Is Not Quite Ready
Names are in a single full-name column
Your workbook has a Full Name column instead of separate first/last columns.
Create a Tapfiliate affiliate prospect for each row in this workbook. Column A has the full name — split at the first space to get first and last name. Column B is email, column C is phone, column D is the program ID. Write the prospect ID or error to column E
Program interest is missing for some contacts
About 14 contacts at the show said they were open to any program and no specific program ID was recorded.
Register all rows in this workbook as Tapfiliate prospects. For rows where column D is empty or says "any," use prog_general as the default program ID. Split full names from column A into first and last at the first space. Use column B for email, column C for phone. Write the result to column E
You want to generate a referral code suggestion from the contact's name
Your affiliate program allows prospects to request a preferred referral code during registration.
Create a Tapfiliate prospect for each row in this workbook. Column A is first name, B is last name, C is email, D is program ID. Generate a referral code suggestion by combining the first initial and last name in lowercase (e.g., jsmith) and include it in the registration. Write the generated code and prospect ID to columns E and F
Complete prospect pipeline in one pass
Process all rows in this workbook. Skip rows where column C (email) is empty. For rows where column D is empty, assign prog_general. Generate a referral code suggestion from columns A and B (first initial + last name, lowercase). Register each valid row as a Tapfiliate affiliate prospect. Write the generated referral code, prospect ID, and any error to columns E, F, and G
One prompt handles validation, default assignment, code generation, and registration together.
Try It
Get the 7-day free trial of SheetXAI and open your post-show contact workbook — then ask it to register your prospect list in Tapfiliate before your outreach sequence kicks off Monday. Once prospects convert, see bulk affiliate creation to register them as full affiliates.