The Scenario
You're an accountant closing the fiscal year. Your controller wants every Tapfiliate payment record pulled into the audit file: payment ID, affiliate name, amount, currency, payment date, and status. All 1,800 of them.
You have never exported this data before. The Tapfiliate payment history screen shows you 25 records at a time and has a date filter but no bulk export button on the plan your company is on.
The bad version:
- Search for a CSV export option in every corner of the Tapfiliate interface.
- Find a partial export in the Reports section that covers the current month but not the full fiscal year.
- Manually set the date range to one quarter at a time, export four CSVs, open each one in Sheets, discover the column headers are slightly different across quarters.
- Spend an afternoon stacking the four files into a single consistent format before you can begin the actual reconciliation.
Audit documentation is due in nine days. You have not yet started on affiliate payments because this export problem is blocking you.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Tapfiliate's API and writes the full payment history into your sheet in one operation — no quarterly export cycle, no header mismatches between files.
List all Tapfiliate payments and write each one to this sheet — include payment ID, affiliate name, amount, currency, payment date, and status
What You Get
- One row per payment record covering the full history your Tapfiliate account holds.
- Columns: payment ID, affiliate name, amount, currency code, payment date in ISO format, and status label.
- All 1,800 records in one pull — no pagination, no quarterly segmenting.
- The data lands ready for reconciliation without a reformatting step.
What If the Data Is Not Quite Ready
You need to flag cancelled payments separately
Your audit requires cancelled payments to be isolated from completed ones so the reviewer can trace each reversal.
List all Tapfiliate payments and write them to this sheet with payment ID, affiliate name, amount, currency, date, and status. Flag any payment with a cancelled status in column G with the text "CANCELLED — review required"
Currency amounts need to be converted to a single reporting currency
Your audit file must be in USD, but some affiliates were paid in EUR or GBP.
Pull all Tapfiliate payment history and write each record to this sheet. For EUR and GBP payments, add a column F with the USD equivalent using the exchange rates in the Rates tab — column A is currency code, column B is rate to USD
You need subtotals by affiliate for the audit summary page
The controller wants both the raw payment ledger and a summary tab showing total payments per affiliate.
Pull all Tapfiliate payments into the Payments tab with columns for payment ID, affiliate name, amount, currency, date, and status. Then build a summary in the Summary tab showing each affiliate's total amount paid and count of payments, sorted by total amount descending
Full audit prep in one pass
Pull all Tapfiliate payment records. Flag cancelled payments in a Status flag column. For non-USD payments, add a USD conversion column using rates from the Rates tab. Write all records to the Ledger tab. Build a summary on the Summary tab with total paid per affiliate sorted descending. Write the grand total row at the bottom of both tabs
One prompt builds the full audit package.
Try It
Get the 7-day free trial of SheetXAI and open your audit workbook — then ask it to pull the complete Tapfiliate payment history in one shot. Pair this with listing affiliate balances to reconcile what's outstanding against what's already been paid.