The Scenario
Someone on the team handed you a Google Sheet with 500 churned customer contacts — names, emails, and postal addresses across six columns — and said the plan is a win-back card campaign next month. Your job is to get them into Cardly as a named contact list so the campaign can be targeted correctly.
The bad version:
- Export the sheet as a CSV. Open the CSV, discover that Cardly's import expects columns in a specific order that your sheet doesn't follow. Reorder the columns in the CSV, re-save.
- Upload to Cardly. The import wizard flags 47 rows with address validation errors. Download the error report. Cross-reference back to the original sheet. Fix the errors row by row.
- Upload again. Three rows still fail. You're not sure if those three contacts were already in Cardly from a previous import or if the address is genuinely invalid.
This is one contact list. The campaign has three segments.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and talks to Cardly directly — creating the contact list and importing the records without a CSV export or an import wizard.
Open the SheetXAI sidebar and ask:
Create a new Cardly contact list called 'Win-Back Q3' and import all 500 rows from this sheet into it — name in column A, email in column B, address in columns C through G.
What You Get
- A new Cardly contact list named "Win-Back Q3" with all 500 contacts imported.
- A writeback in the sheet — a status column noting which rows imported cleanly and which, if any, were flagged by Cardly's address validation.
- No CSV formatting, no column reordering, no manual error-report reconciliation.
What If the Data Is Not Quite Ready
Some contacts are missing a postcode
About 30 rows have a blank postcode field. Cardly requires a postcode for physical mail. You want to import the valid rows and flag the incomplete ones.
Create a Cardly contact list called 'Win-Back Q3 — Clean' and import only rows where column G (Postcode) is not blank. For rows where the postcode is missing, write "missing postcode" in column H so I can follow up.
The sheet has duplicate email addresses
There are some contacts who appear twice — once from a legacy CRM export and once from a more recent one. You only want the most recent record for each email.
Before importing to Cardly, deduplicate the sheet by the email address in column B — keep the row with the higher row number for each duplicate. Then create a Cardly contact list called 'Win-Back Q3' and import the deduplicated records.
Contacts need to be split into two lists by country
Half your win-back contacts are in the UK, half in the US. Cardly campaigns are typically run by region so you want two separate lists.
Create two Cardly contact lists — 'Win-Back Q3 UK' for rows where column G (Country) is "GB", and 'Win-Back Q3 US' for rows where column G is "US". Import the relevant rows into each list and write the list name each contact was added to in column H.
The contact data is spread across three tabs and needs to be merged first
You have one tab per sales region, each with the same column structure. The Cardly import should cover all three.
Merge all rows from the "North", "South", and "West" tabs into a single contact list in Cardly called 'Win-Back Q3 — All Regions'. Deduplicate by email before importing. Write the source tab name to column H for each contact after import.
The pattern: describe the merge, the dedup, and the import in one prompt — SheetXAI handles all three without intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your win-back or campaign contact data lives. Ask it to create the Cardly list and import the records. Or jump to exporting your Cardly artwork catalog, or back to the Cardly integration overview.