The Scenario
You're a partner success manager. After last quarter's program review, leadership assigned every active affiliate to one of three account managers and tagged them with a tier label. The decisions are finalized. The sheet is done: 150 rows, affiliate ID in column A, account manager name in column B, tier in column C.
What isn't done: the Tapfiliate metadata. None of those labels exist in the platform yet. Until they do, the account managers have no way to filter their affiliate lists in Tapfiliate by their own portfolio.
The bad version:
- Open Tapfiliate, find the first affiliate, click into their profile, scroll to the custom metadata section, add the account_manager field, type the value, add the tier field, type that value, save.
- Do it 149 more times.
- Realize at row 60 that you've been typing the tier values with a capital letter and Tapfiliate's filter is case-sensitive. Go back and fix the first 59 rows.
The account managers' onboarding call is Monday. The filtered portfolio views are supposed to be ready by then.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the metadata assignments from your sheet and pushes them to each affiliate's Tapfiliate profile through the built-in integration — without a single manual profile visit.
For each row in this sheet, set the Tapfiliate affiliate metadata key account_manager to column B and tier to column C for the affiliate ID in column A
What You Get
- The account_manager and tier metadata fields set on each affiliate's Tapfiliate profile.
- Column D populated with the result for every row: "updated," "affiliate not found," or the specific error.
- Values written exactly as they appear in the sheet — including case — so your filter conventions are preserved.
- 150 rows updated in one operation, not 150 profile visits.
What If the Data Is Not Quite Ready
Tier values need to be normalized before being written
The sheet was filled in by multiple people and some typed "gold," some "Gold," some "GOLD."
For each row in this sheet, normalize the value in column C to title case before writing it as the tier metadata field in Tapfiliate. Use column A for affiliate ID and column B for account_manager. Write the update result to column D
You have a third metadata field to add: territory
After the sheet was finalized, the head of partnerships asked to also tag each affiliate with a geographic territory — which is stored in column D of the sheet.
For each row in this sheet, set three Tapfiliate affiliate metadata fields: account_manager from column B, tier from column C, and territory from column D, for the affiliate ID in column A. Write the result to column E
Some affiliate IDs are stale and need to be verified first
A handful of IDs in the sheet were from before a platform migration and might not exist in current Tapfiliate.
For each row in this sheet, first check that the affiliate ID in column A exists in Tapfiliate. If it does, set the account_manager and tier metadata fields from columns B and C. If the affiliate is not found, write "not found — verify" to column D instead of attempting the update
Full metadata push with audit trail
Look at all rows in this sheet. Normalize tier values in column C to title case. Skip any rows where column A is empty. For each remaining row, set account_manager from column B, tier from the normalized value, and territory from column D as Tapfiliate affiliate metadata fields. Write each affiliate's current metadata values before the update to columns E through G, and the update result to column H
One prompt handles normalization, the three-field update, and the before/after audit log simultaneously.
Try It
Get the 7-day free trial of SheetXAI and open your metadata assignment sheet — then ask it to push the field values into Tapfiliate for all 150 affiliates at once. Once the metadata is in place, see enriching your affiliate roster to pull current profiles back into a master sheet.