Importing Contacts from CSV

FillCue accepts CSV (.csv) and Excel (.xlsx) files. Your file needs at least two columns:

• Name (required) — first name, last name, or full name.
• Email or Phone (at least one required) — FillCue needs a way to reach your contacts. You can include both.

Optional columns you can include: specialty/role and notes.

1. Go to Contacts and click Import CSV.
2. Upload your file by dragging it onto the drop zone or clicking to browse.
3. Map columns — FillCue auto-detects common headers like “Name,” “Email,” and “Phone.” If your headers are different, use the dropdowns to tell FillCue which column is which.
4. Review the preview — scan the first few rows to make sure names, emails, and other fields look correct.
5. (Optional) Add to group — if you have contact groups set up, you can select a group from the dropdown. All imported contacts will be added to that group automatically.
6. Click Import. A TCPA attestation dialog will appear — check the box to confirm you have an existing professional relationship with these contacts and have informed them they may receive messages from FillCue.

FillCue recognizes common header names automatically:

• “name,” “full name,” “first name” + “last name”
• “email,” “email address”
• “phone,” “phone number,” “mobile”
• “specialty,” “role,” “instrument”

If your file uses different names, select the correct mapping from the dropdown for each column. Columns you don’t map are ignored.

If an imported contact has the same email address as an existing contact, you’ll see a prompt with two choices:

• Skip — keep the existing contact unchanged.
• Update — overwrite the existing contact’s details with the values from your file.

Common issues:

• “No email column found” — make sure you’ve mapped at least the email column.
• Columns not detected properly — if all data appears in one column, your file may need to be re-exported. In Apple Numbers, go to File → Export To → CSV and make sure “Include table names” is unchecked. In Google Sheets, use File → Download → Comma-separated values. In Excel, use Save As → CSV UTF-8.
• Garbled characters — save your CSV as UTF-8 encoding. Most spreadsheet apps offer this option in “Save As” or “Export.”
• Extra blank rows — delete empty rows at the bottom of your spreadsheet before exporting.
• Commas in fields — make sure values containing commas are wrapped in double quotes (most spreadsheet exports do this automatically).