Back to Tapfiliate in Excel
SheetXAI logo
Tapfiliate logo
Tapfiliate · Excel Guide

Set Parent-Child Affiliate Relationships in Tapfiliate From a Excel workbook

2026-05-14
5 min read

The Scenario

You're a network affiliate manager. Your company just launched an MLM-style referral tier. You have a workbook with 90 rows: each row maps a child affiliate ID to the parent who recruited them. These relationships need to exist in Tapfiliate before the program goes live.

The launch announcement already went out. Partners are expecting their referral tracking to be active on Monday.

The bad version:

  • Open Tapfiliate, search for child affiliate ID one, open their profile, find the parent field, enter the parent ID, save.
  • Repeat 89 more times.
  • At row 25, discover that six parent entries in the workbook are formatted as email addresses rather than affiliate IDs. Stop. Look up the correct IDs. Fix the workbook. Re-check the rows you already processed.

90 relationships, each requiring its own Tapfiliate profile visit. The commission calculations for Monday's launch depend on every single one being correct.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the parent-child mapping and registers each relationship in Tapfiliate through the built-in integration.

Register all 90 parent-child affiliate relationships listed in my Excel sheet — column A child IDs get assigned to column B parent IDs in Tapfiliate

What You Get

  • Each parent-child relationship registered in Tapfiliate for every row.
  • Column C populated with the result: "linked," "child not found," "parent not found," or "already linked."
  • Rows where either ID doesn't resolve to an active Tapfiliate affiliate flagged specifically, not silently skipped.
  • All 90 relationships registered in one operation.

What If the Data Is Not Quite Ready

Some parent entries are email addresses instead of affiliate IDs

Your workbook was assembled from two sources and older rows have email addresses in column B.

For each row in this workbook, register the parent-child relationship with child ID from column A and parent from column B. If column B contains an email address rather than an ID, look up the affiliate by email to resolve the ID before making the link. Write the resolved parent ID and result to columns C and D

The hierarchy has three levels

Your program structure has grandparents recruiting parents who recruit child affiliates. Some rows in the workbook include a grandparent ID in column C.

Register the parent-child relationships in this workbook — column A is child, column B is parent. For rows where column C contains a grandparent ID, also register the grandparent-to-parent relationship if it is not already set. Write the result of each operation to column D

You need to verify that no existing parent assignments are accidentally overwritten

Some affiliates from a previous program already have a parent assigned and should not be re-linked.

For each row in this workbook, fetch the current parent assignment for the child in column A from Tapfiliate and write it to column C. If an existing parent doesn't match column B, write "conflict — manual review" to column D and skip the update. Only link affiliates that currently have no parent set

Full hierarchy migration with audit trail

Process all 90 rows in this workbook. Fetch the current parent assignment for each child in column A and write to column C. Skip rows where the current parent already matches column B. For remaining rows, register the relationship with parent from column B and write the result to column D. Summarize total linked, skipped (already correct), and errored at the bottom of column D

One prompt handles the pre-check, migration, and audit summary.

Try It

Get the 7-day free trial of SheetXAI and open your hierarchy mapping workbook — then ask it to register all 90 parent-child relationships in Tapfiliate before your program launch. For the next step, see bulk assigning affiliate groups to apply tier labels on top of the hierarchy.

Stop memorizing formulas.
Tell your spreadsheet what to do.

Join 4,000+ professionals saving hours every week with SheetXAI.

Learn more