The Scenario
A customer research lead at a SaaS company needs to send a product feedback survey to 750 enterprise customers. The contact list is in Excel — first name in column A, last name in column B, email in column C — already reviewed and approved by the account team. She needs those 750 people created as SurveyMonkey contacts and added to a named list before the survey invite goes out at 9 AM tomorrow.
The bad version:
- Save the Excel file as CSV, go to SurveyMonkey Contacts, try the bulk import UI, discover it requires the CSV columns to be in a specific order that doesn't match the current layout.
- Reopen the Excel file, reorder the columns to match what SurveyMonkey wants, re-save as CSV, re-import — only to have 12 rows fail because of extra spaces in email addresses.
- Fix the 12 rows, re-export, re-import, and then realize the contact list was named after the CSV filename instead of the name you specified.
The invite goes out in 14 hours. The contact list setup was supposed to take 20 minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the contact data and pushes it to SurveyMonkey directly — no CSV download, no column reordering, no re-importing.
Read the 'Distribution List' Excel table and bulk-create all contacts in SurveyMonkey using first name in column A, last name in column B, and email in column C. Trim whitespace from emails before sending. Then create a new contact list named 'Enterprise Feedback Q2' and add all successfully created contacts to it. Write SUCCESS or ERROR into column D for each row.
What You Get
- All contacts created in SurveyMonkey with first name, last name, and email from the specified columns.
- A new contact list named 'Enterprise Feedback Q2' with all successful contacts added.
- Column D filled with SUCCESS or ERROR per row, so failures are visible without leaving Excel.
- Whitespace stripped from emails before submission to prevent silent failures.
What If the Data Is Not Quite Ready
The workbook has a Company column you want to include in SurveyMonkey
Bulk-create SurveyMonkey contacts from this workbook using first name in column A, last name in column B, email in column C, and company in column D. Create a contact list named 'Enterprise Feedback Q2' and add all successful contacts. Write status into column E.
Some rows are missing email addresses
Before importing, check column C for blank email cells. Write SKIPPED — no email into column D for any blank email row and do not attempt to create that contact. For all other rows, bulk-create SurveyMonkey contacts and add them to the 'Enterprise Feedback Q2' list. Write SUCCESS or ERROR into column D.
You want to add contacts to an existing list, not create a new one
Bulk-create SurveyMonkey contacts from this workbook (first name A, last name B, email C), then look up the existing contact list named 'Enterprise Panel' and add all successfully created contacts to it. Write status into column D.
You need to dedup, create the list, import contacts, and get a final count — all at once
Remove duplicate email addresses from column C (keep the first occurrence, mark duplicates with SKIPPED DUPLICATE in column D). Then bulk-create SurveyMonkey contacts for all remaining rows and add them to a new contact list named 'Enterprise Feedback Q2'. Write SUCCESS or ERROR into column D for all non-duplicate rows. Write the total contact count created into cell F1.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your contact list, then ask it to create the SurveyMonkey contact list and bulk-import contacts with status written back per row. For pulling survey responses back into Excel, see the spoke on bulk-exporting responses. For the full SurveyMonkey overview, see the hub page.