The Scenario
A customer research lead at a B2B software company needs to send a post-purchase NPS survey to 900 loyalty program members. The list is already in Google Sheets: first name in column A, last name in column B, email in column C. It has been cleaned and deduplicated. All she needs is for those 900 people to exist as contacts in SurveyMonkey and be in a named list so the survey invite goes to the right people.
The bad version:
- Download the sheet as a CSV, go to SurveyMonkey Contacts, try the bulk import UI, discover it wants a specific column header format, go back to the sheet and rename the headers.
- Hit the import and watch it fail on 14 rows because of trailing spaces in email addresses that the CSV export didn't strip.
- Manually fix the 14 rows, re-export, re-import, and then realize the contact list name was set to the CSV filename, not the name you wanted.
She has four other tasks on today's list, none of which are spreadsheet formatting. This one shouldn't cost two hours of back-and-forth.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data in the sheet and talks to SurveyMonkey directly — creating the contacts and adding them to a named list in one pass.
Create a new SurveyMonkey contact list called 'Loyalty Members Q3', then bulk-add all contacts from this sheet using first name in column A, last name in column B, and email in column C. Trim any whitespace from email addresses before sending. Write SUCCESS or ERROR into column D for each row.
What You Get
- A new SurveyMonkey contact list named 'Loyalty Members Q3' created if it doesn't already exist.
- All 900 contacts added to that list with first name, last name, and email from the specified columns.
- Column D filled with SUCCESS or ERROR for each row, so you can see at a glance whether any contacts failed.
- Whitespace stripped from emails before submission, so formatting artifacts don't cause silent failures.
What If the Data Is Not Quite Ready
The list has a Company column you also want to capture in SurveyMonkey
Create a SurveyMonkey contact list called 'Loyalty Members Q3' and bulk-add all contacts from this sheet: first name in column A, last name in column B, email in column C, company in column D. Write SUCCESS or ERROR into column E.
Some rows are missing email addresses
Before importing, check column C for blank email cells. For any row with a missing email, write SKIPPED — no email into column D and do not attempt to add that contact to SurveyMonkey. For all other rows, bulk-add to the contact list named 'Loyalty Members Q3' and write SUCCESS or ERROR into column D.
You need to add contacts to an existing list, not create a new one
Look up the SurveyMonkey contact list named 'B2B Research Panel' and add all contacts from this sheet (first name column A, last name column B, email column C) to that existing list. Write status into column D.
You need to clean duplicates, create the list, import, and log results in one shot
Remove any duplicate email addresses from column C (keep the first occurrence), then create a SurveyMonkey contact list called 'Loyalty Members Q3', bulk-add all remaining contacts using columns A, B, and C, and write a final status into column D — SKIPPED DUPLICATE for duplicates, SUCCESS or ERROR for all others.
A single prompt handles the dedup, the list creation, the import, and the per-row status logging — no intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your distribution list in it, then ask it to create the SurveyMonkey contact list and bulk-import the contacts with status written back per row. For pulling survey responses back into a sheet, see the spoke on bulk-exporting responses. For the full SurveyMonkey overview, see the hub page.