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 — past and upcoming jobs, each with a client name, job type, shoot date, and location.
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, and try again.
The bad version of this afternoon:
- You read the CSV format spec and manually rename six column headers
- You re-export, upload, and get an error on twelve rows with formatting issues
- You fix the dates in twelve rows, re-export again
- You upload again, get eight more errors, this time the job type values do not match Tave's options
- You manually map every job type value to Tave's accepted list
- You give up and start entering the jobs one by one, 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 spreadsheet 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 this sheet — 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, 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 spreadsheet:
- 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 sheet is the input, the prompt is the instruction, and Tave gets the data.
If some rows have messy date formats or blank fields, add that to the prompt and SheetXAI handles it inline.
What If the Data Is Not Quite Ready
Most migration sheets 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 "2025-03-15."
Normalize all dates in column C 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, C for shoot date, and D for location. Write the result status into column E.
When job type values do not match Tave's options
Your sheet has values like "Wedding" but Tave expects "wedding_full" or similar.
For each row in this sheet, 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 the import entirely.
For rows 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, C for shoot date, and the filled location. Write the result status into column E.
When the sheet has past jobs mixed with future jobs and you only want upcoming
You want to import only jobs with a shoot date from today forward.
Filter 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 in column B 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 sheet 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 sheet, 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 Sheets — see how to export your job pipeline for revenue review or the Tave in Google Sheets overview.