The Scenario
You're a retention analyst. You've been tasked with identifying affiliate-sourced customers who signed up more than 90 days ago and have never made a repeat purchase — the cohort most likely to respond to a winback campaign.
The challenge: your CRM has purchase history, but the affiliation source — which affiliate referred them, through which program, when — lives entirely in Tapfiliate. You have 5,000 customer records in Tapfiliate that have never been exported to your CRM.
The bad version:
- Go to Tapfiliate, navigate to the customers section, find the export option.
- The export runs but the file is missing the program column. Re-export with different settings.
- Open the two files side by side and manually merge the program data in.
- Load the result into your CRM cross-reference tab, discover that Tapfiliate uses a different email format convention than your CRM for 200 rows, and spend another afternoon normalizing them.
The winback campaign brief is due Thursday. You haven't started the audience build yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It pulls Tapfiliate's full customer record set directly into a sheet in the structure you need for CRM cross-reference — no dual-export, no manual merge.
List all customers tracked in Tapfiliate and write them to this sheet — include customer ID, email, acquisition date, referring affiliate, and program
What You Get
- One row per Tapfiliate customer record, covering all 5,000.
- Columns: customer ID, email address, acquisition date, referring affiliate name, and program name.
- Emails in the same format as they were registered in Tapfiliate — ready to match against your CRM.
- All records in one pull, not a paginated manual export.
What If the Data Is Not Quite Ready
You only want customers acquired in the last 12 months
Your winback campaign targets the recent cohort, not customers from three years ago.
List all Tapfiliate customers acquired in the past 12 months and write them to this sheet — include customer ID, email, acquisition date, referring affiliate name, and program
You need to flag which customers appear in your CRM's lapsed list
Your CRM churn list is on the Lapsed tab, with email addresses in column A.
Pull all Tapfiliate customer records into the Customers tab. For each customer email, check whether it appears in the Lapsed tab and write "lapsed" or "active" to a Status column. Include customer ID, email, acquisition date, referring affiliate, and program
The referring affiliate column shows IDs instead of names
Your Tapfiliate account returns affiliate IDs in the customer export, but your campaign team needs readable names.
List all Tapfiliate customers and write them to this sheet. For each customer, include the referring affiliate's name (not just the ID) by looking up the affiliate name from Tapfiliate. Include customer ID, email, acquisition date, affiliate name, and program
Full winback audience build in one prompt
Pull all Tapfiliate customers acquired between 90 and 365 days ago. Match each customer email against the Purchases tab (email in column A, last purchase date in column B). Flag any customer whose last purchase date is more than 90 days ago — or who doesn't appear in the Purchases tab at all — as a winback candidate in column F. Include customer ID, email, acquisition date, referring affiliate name, program, and winback flag. Write results to the Winback tab
One prompt builds the entire qualified audience from Tapfiliate data and your purchase history in the same sheet.
Try It
Get the 7-day free trial of SheetXAI and open a sheet next to your CRM data — then ask it to pull your full Tapfiliate customer list for cross-reference. For the affiliate side of the attribution picture, see exporting conversion records to join purchase data with commission data.