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Importing Contacts from a Spreadsheet

Bring a contact list into an event from a CSV file, review every row, and import only what you choose.

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If your contact sheet already lives in Excel or Google Sheets, you can import it into an event's Contacts tab. Nothing is saved until you confirm, and existing contacts are never changed.

Before you start

  • Export the sheet as a CSV file (Excel / Google Sheets: File → Download / Save as → CSV). The file must be a .csv under 5 MB.
  • Only Owner, Admin, and Planner can import, and the event can't be archived.

Import steps

  1. On the Contacts tab, select Import CSV.
  2. Select Choose CSV file.
  3. Map your columns. For each column, pick a CueKit field or — Don't map —. CueKit suggests matches from common header names (for example "Company" → Organization / Company, "Cell" → Mobile phone). You can map one Name (full) column, or separate First name and Last name columns. At least one name column is required.
  4. Choose your options:
    • Keep the details of unmapped columns by adding them to Notes (on by default).
    • Use heading rows — a row containing only one value such as "AV" — as the Category for the rows below them.
  5. Select Preview rows.
  6. Review every row. Each row is checked or unchecked for import, and you can edit values inline. Use the all / flagged / included / excluded views to focus on what needs attention.
  7. Select Review summary to see how many contacts, and which new organizations and categories, will be added.
  8. Select Import to save.

Review counts and row warnings

The preview shows counts for contacts, need review, headings, blank skipped, and selected. The All, Flagged, Included, and Excluded filters help you review the rows.

  • Rows with a name and at least one detail (email, phone, mobile, organization, or role) start checked unless they have a warning.
  • A one-value row may show Looks like a heading (only one cell) — could be a category or organization. It starts unchecked. With the heading-row option enabled, its text becomes the category for rows below it. Leave it unchecked unless you deliberately want to add it as a named contact.
  • Rows may show Name only — no contact details or No name — add one to include. They start unchecked. Correct the editable fields, add a name if missing, then check Import for each row you want to include. A name-only contact can be included if you choose.
  • Blank rows are skipped.

Only checked rows with a name are saved. Editing a row does not automatically select it or clear its original warning; review your choices in Review summary before importing. Leave any unresolved or unwanted row unchecked.

Warnings and duplicates

CueKit flags, but never changes or merges:

  • A possible duplicate of an existing contact (same name or email).
  • A possible duplicate of another row in the file.
  • An email or phone number found in an unexpected column, or an email that looks unusual.

Flagged rows start unchecked, so you decide whether to include them.

All-or-nothing

The import saves in a single step: either every selected row is added or nothing is. If something fails, fix it and try again — you won't end up with half an import.

Example

The Harbor Summit vendor sheet has a row reading "Transportation" above three shuttle contacts. With heading rows used as categories, those three are imported in the Transportation category.