The Scenario
You are a wedding photographer. You spent the last four years booking jobs in a spreadsheet before anyone told you about Tave. Now you are migrating, and you have 180 rows in an Excel workbook — past and upcoming jobs, each with a client name, job type, shoot date, and location on the Jobs tab.
The Tave onboarding guide says you can import jobs. You click the import button. It wants a specific CSV format. You download the template, compare your columns, and realize your headers do not match. You rename columns, re-export to CSV, and try again.
The bad version of this afternoon:
- You read the CSV format spec and manually rename six column headers in Excel
- You save as CSV, upload, and get an error on twelve rows with date formatting issues
- You go back into Excel, fix the dates in twelve rows, re-export
- You upload again, get eight more errors — this time the job type values do not match Tave's accepted list
- You manually map every job type value to Tave's options, re-export, re-upload
- You give up and start entering jobs one by one in the Tave interface, and hate your life by row eleven.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and calls Tave's API directly, so you do not have to fight a CSV import template.
Open the SheetXAI sidebar and type:
Create a Tave job for every row in the Jobs tab — use column A for job name, B for job type, C for shoot date, and D for location. Write the result status into column E.
SheetXAI reads each row from the Jobs tab, calls Tave to create the job, and writes a status back into column E. You step away and come back to 180 jobs in Tave and a log of which ones went through.
What You Get
A complete job list in Tave, created from your workbook:
- One Tave job per row — job name, type, date, and location set from your columns
- Status column — column E fills in with success or error for each row
- Error detail — if a row fails, the error message tells you why so you can fix and rerun just that row
You do not touch the Tave interface once. No form-filling, no CSV formatting, no per-job tabs. The workbook is the input, the prompt is the instruction, and Tave gets the data.
What If the Data Is Not Quite Ready
Most migration workbooks are not as clean as the scenario above. SheetXAI handles cleanup and the import in the same prompt.
When shoot dates are in inconsistent formats
Some rows have dates like "March 15, 2025," others have "3/15/25," others have the Excel date serial number format.
Normalize all dates in column C of the Jobs tab to YYYY-MM-DD format before creating the Tave jobs. Then create one Tave job per row using column A for job name, B for job type, the normalized date for shoot date, and column D for location. Write the result status into column E.
When job type values do not match Tave's options
Your workbook has values like "Wedding" but Tave expects "wedding" or a specific type ID.
For each row in the Jobs tab, map the job type in column B to the closest Tave job type — "Wedding" maps to "wedding", "Portrait" to "portrait", "Commercial" to "commercial". Then create a Tave job using column A for name, the mapped type, column C for shoot date, and column D for location.
When some rows are missing a location
A few rows have blank location cells — you do not want those jobs to fail entirely.
For rows in the Jobs tab where column D is blank, use "TBD" as the location. Then create a Tave job for every row using column A for job name, B for job type, column C for shoot date, and the filled location. Write the result status into column E.
When you only want to import upcoming jobs
You have past and future jobs mixed on the same tab, and only want to create the upcoming ones in Tave now.
Filter the Jobs tab to rows where the shoot date in column C is on or after today. For those rows, normalize the date to YYYY-MM-DD, map job type values to Tave's accepted types, and create one Tave job per row. Write the result status into column E and note which rows were skipped due to past dates in column F.
The pattern: instead of cleaning the workbook first and then importing, you ask for both in one prompt. SheetXAI handles the conditional logic inline.
Try It
Get the 7-day free trial of SheetXAI and open your migration workbook, then ask it to create Tave jobs from every row. The Tave integration is included in every SheetXAI plan. For the reverse — pulling your Tave pipeline into Excel — see how to export your job pipeline for revenue review or the Tave in Excel overview.