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Tapfiliate · Google Sheets Guide

Register Affiliate Prospects in Tapfiliate From a Google Sheet

2026-05-14
5 min read

The Scenario

You're a business development rep. You spent three days at a trade show talking to 75 influencers and content creators about your affiliate program. Their contact cards are in a Google Sheet — name, email, phone, and the program they expressed interest in.

Before outreach starts, your affiliate manager wants every one of them registered as a prospect in Tapfiliate. That way, the follow-up sequence can be triggered from inside the platform rather than managed through a separate CRM.

The bad version:

  • Open Tapfiliate, find the prospect creation screen, fill in the first contact's information.
  • Copy-paste email from the sheet, tab to the name field, realize the full name is in one column and Tapfiliate wants first and last name separately.
  • Go back to the sheet, manually split the names, then re-enter the data.
  • Complete 74 more times.

The show ends Thursday. Your manager wants the prospects loaded by Friday morning so the outreach sequence can kick off over the weekend. 75 individual Tapfiliate entries stand between you and that deadline.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads your contact sheet and registers each row as a Tapfiliate prospect through the built-in integration — no dashboard visits, no manual splitting of name fields.

Create a Tapfiliate affiliate prospect for each row in this sheet — column A is first name, B is last name, C is email, D is the program ID they expressed interest in

What You Get

  • A Tapfiliate prospect record created for each row, with first name, last name, email, and program association populated.
  • Column E populated with the resulting prospect ID for each successful creation.
  • Rows where the email already exists as an affiliate or prospect in Tapfiliate flagged in column F rather than erroring out the whole batch.
  • All 75 contacts registered in one run.

What If the Data Is Not Quite Ready

Names are in a single "Full Name" column, not split

Your sheet was filled in quickly at the booth and everyone typed full names into column A.

Create a Tapfiliate affiliate prospect for each row in this sheet. Column A has the full name — split it at the first space to get first and last name. Column B is email, column C is the program ID. Write the prospect ID or error to column D

Some contacts didn't specify a program interest

Columns are complete for most rows, but 18 contacts either weren't sure which program applied to them or said "any."

Register all rows in this sheet as Tapfiliate prospects. For rows where column D is empty or says "any," assign the default program ID prog_general. Use columns A for first name, B for last name, C for email. Write the result to column E

You want to include a referral code suggestion based on their name

Your program lets prospects have a suggested referral code that gets reviewed when they're converted to an affiliate.

Create a Tapfiliate prospect for each row in this sheet — column A first name, B last name, C email, D program ID. Generate a referral code suggestion by combining the first name initial and last name, lowercase, and include it as the suggested referral code in the prospect record. Write the generated code and prospect ID to columns E and F

Full prospect pipeline setup in one prompt

Look at every row in this sheet. Skip rows where column C is empty. For rows where column D is empty, use prog_general as the program. Split full names in column A at the first space if column B is empty. Then register each valid row as a Tapfiliate affiliate prospect and write the prospect ID or specific error to column E

One prompt handles the data cleanup and the batch registration together.

Try It

Get the 7-day free trial of SheetXAI and open your contact sheet from the last event — then ask it to register your prospect list in Tapfiliate before outreach starts. Once prospects are in, see bulk affiliate creation for when they convert to active partners.

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