Importing your contacts

If you’ve been running your business in another tool — a spreadsheet, Dubsado, Studio Ninja, HoneyBook, or anything else — you don’t need to re-enter your clients by hand. Wedding Computer can import your existing data, figure out which columns match which fields, and show you a preview before anything is created.

Go to Settings → Import to get started.

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Importing from a spreadsheet (CSV)

A CSV is the most common format for moving data between tools. Most software can export one — including Google Sheets, Excel, Numbers, and every CRM on the market.

Step 1: Get your data as a CSV

From Google Sheets: File → Download → Comma-separated values (.csv)

From Excel or Numbers: File → Save As → choose CSV or Export → CSV

From another CRM: Look for an Export option — usually in Settings, the client list view, or a “…” menu. Export as CSV when given a choice of formats.

Step 2: Upload the file

In Settings → Import, click Upload file and select your CSV. Wedding Computer reads the column headers from your file and tries to match them automatically to contact fields.

Step 3: Check the column mapping

You’ll see a table showing each column from your file alongside what Wedding Computer thinks it should map to. For example:

Your column	Maps to
First Name	First name
Email Address	Email
Date	Wedding date
Notes	Notes
Internal code	— (skipped)

The matching is automatic and handles common variations (First Name, FirstName, first, fname all get recognised). You can change any mapping by clicking the dropdown next to a column. Columns that don’t map to anything get stored as extra detail on the contact — they’re not lost.

Step 4: Preview and import

You’ll see a preview of the first few rows as they’ll be created. If something looks wrong — names are in the wrong fields, dates are formatted oddly — adjust the mapping and refresh the preview. When it looks right, click Import. Contacts are created in the background; you’ll get a notification when it’s done.

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Importing from specific CRMs

Wedding Computer has built-in presets for the most common tools, which means the column mapping is done for you automatically. Select the preset from the dropdown on the import screen before uploading your file.

Dubsado

How to export from Dubsado:

1. In Dubsado, go to Settings → Data Export
2. Filter by the project statuses you want (e.g. “Active”, “Archived”, “Leads”)
3. Click Download CSV

Upload the file in Wedding Computer and select the Dubsado preset. Fields like “Event Date” map to wedding date, “Lead or Job” maps to pipeline status, and pricing and contract columns are skipped automatically (those don’t transfer meaningfully to a new system).

Studio Ninja

How to export clients from Studio Ninja:

1. Go to Clients in Studio Ninja
2. Click Export Client List — this downloads a CSV of your client records

For leads and jobs:

1. Go to Leads or Jobs
2. Click Export — Studio Ninja emails you a ZIP file with a CSV inside
3. Unzip the file and import the CSV

Upload in Wedding Computer with the Studio Ninja preset selected.

HoneyBook

How to export from HoneyBook:

1. Go to Clients in HoneyBook
2. Click the Contacts tab
3. Click the ⋯ (more options) menu → Download spreadsheet

Note: HoneyBook exports your contacts list, not full project details. Wedding dates and project notes may not be included depending on your account configuration. Upload with the HoneyBook preset.

VSCO Workspace (formerly Táve)

How to export from VSCO Workspace:

1. Open any list view — Leads, Jobs, or Address Book
2. Click Export
3. Choose “all columns” for the best results

Upload with the VSCO Workspace preset. Column names depend on what columns you had visible, but the preset handles the most common ones including partner details, event dates, and locations.

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Importing by pasting text

If you have contact information in an email, a text message, a note, a website enquiry, or any other unstructured form — you can paste it directly into the importer and the AI will extract the details.

In Settings → Import, choose Paste text or URL instead of uploading a file.

Paste in whatever you have. For example:

Hi, I’m Emily Chen and my fiancé is Marcus Lee. We’re planning our wedding for 15 March 2026 at Stones of the Yarra Valley. My number is 0412 555 789 and you can reach me at emily@example.com. We found you through Instagram.

The AI reads that and creates a contact with first name Emily, last name Chen, partner Marcus Lee, wedding date 2026-03-15, wedding location Stones of the Yarra Valley, phone 0412 555 789, email emily@example.com, and source Instagram.

You review the extracted details before the contact is created. This works well for:

• Old enquiry emails you never actioned
• Text messages from potential clients
• Notes from a wedding expo or market
• Referrals passed on via phone where you jotted down details
• Enquiries from platforms that don’t export nicely

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What gets imported

When you import a contact, Wedding Computer creates a full contact record with the fields you’ve mapped:

• Names (first person and partner)
• Email addresses
• Phone numbers
• Social media handles (Instagram, Facebook, TikTok)
• Website
• Address
• Wedding date
• Wedding location
• Pipeline status (mapped automatically — “Lead” becomes New, “Confirmed” becomes Booked, etc.)
• Source (where the lead came from)
• Notes

Any columns that don’t map to a standard field are stored as extra details on the contact’s notes — they’re not silently dropped.

What doesn’t import:

• Invoices and financial data (these don’t transfer between systems)
• Attached documents and files (only contact records import, not file attachments)
• Email thread history (start fresh in Wedding Computer’s email system)
• Run sheets and timeline items (import builds contacts; run sheets need to be added separately)

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Importing run sheets and wedding data

The file importer creates contacts. To import an existing wedding’s run sheet or detailed information into a workspace, you have two options:

Manually add it — open the wedding workspace and add timeline items one by one. This takes time but gives you full control.

Use the AI assistant (MCP) — if you have Claude Desktop connected to Wedding Computer, you can paste a run sheet from any source and ask Claude to import it. This is the fastest option for existing run sheets. See the section below.

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Using an AI assistant to import (MCP)

The MCP server is what lets Claude Desktop (and other AI tools) talk to Wedding Computer. Once it’s set up, you can import contacts and run sheet data by having a conversation with Claude instead of filling in forms.

This is the most powerful import path for bringing in large amounts of existing data — especially when the data is in formats that don’t export cleanly as CSV, or when it’s scattered across emails, documents, and notes.

Setting up Claude Desktop with Wedding Computer

You need:

• Claude Desktop installed on your Mac or Windows computer (free to download; requires a Claude subscription for extended use)
• A Wedding Computer Pro subscription (the MCP server is a Pro feature)
• Your sync token from Settings → Device sync

Open the Claude Desktop configuration file. On a Mac, it’s at: ~/.claude/claude_desktop_config.json

On Windows it’s at: %APPDATA%\Claude\claude_desktop_config.json

If the file doesn’t exist yet, create it. Add this to it (replacing your-sync-token-here with the token you copied from Settings):

{
  "mcpServers": {
    "wedding-computer": {
      "url": "https://wedding.computer/mcp",
      "headers": {
        "Authorization": "Bearer your-sync-token-here"
      }
    }
  }
}

Save the file and restart Claude Desktop. You should see a small tool indicator at the bottom of the Claude window showing Wedding Computer tools are connected.

Importing contacts with Claude

Once connected, open a new conversation in Claude Desktop and start talking to it naturally. Claude knows your contacts are supposed to end up in Wedding Computer and will call the right tool automatically.

Importing one contact from an email:

Copy an enquiry email (the whole thing, name, details, everything) and paste it into Claude with a message like:

Here’s an enquiry I received. Please add this person to my Wedding Computer contacts.

[paste email here]

Claude will read the email, extract the couple’s names, email, phone, wedding date, location, and any other details, and create the contact in Wedding Computer. You’ll see it appear in your Contacts list immediately.

Importing several contacts at once:

If you have multiple contacts in a spreadsheet or list, paste them in and ask Claude to work through them:

I have these five couples from my old notes. Please add each one to Wedding Computer as a new enquiry.

Sarah Chen & Marcus Lee — sarah@example.com — 04 12 345 678 — Wedding: 15 March 2026, Yarra Valley James Wilson & Emma Brown — emma@example.com — Wedding: 8 November 2025, Daylesford [and so on]

Claude will create one contact per couple, working through the list. For longer lists, it’s best to do them in batches of 10–20 at a time so you can check each batch before continuing.

Importing from a messy document:

Not every source is clean. If you have old notes from a wedding expo, a hand-typed list, or contacts copied out of old emails, just give Claude what you have:

Here are my notes from the wedding expo last weekend. Some are messy — please extract what you can and add them as contacts.

[paste your notes]

Claude will pull out whatever it can find and create contacts from the legible parts. Anything it can’t interpret clearly, it’ll ask you about before creating.

Importing a run sheet with Claude

If you have an existing run sheet — in a Word document, an email, a PDF you’ve copied, or even a list of times you typed out — Claude can add those items to a wedding workspace.

What you need first: the wedding must already exist as a workspace in Wedding Computer. Claude can add items to an existing wedding but can’t create a new wedding from scratch.

Ask Claude something like:

I have the run sheet for Sarah and James’s wedding. Can you add these items to their wedding timeline?

9:00am — Bridal party arrive at The Olsen Hotel for hair and makeup 11:30am — Bride and bridal party move to Fitzroy Gardens 12:30pm — First look with groom at rotunda 1:00pm — Ceremony begins at Fitzroy Gardens Rotunda 1:45pm — Ceremony concludes; guests move to canapés on east lawn 2:00pm — Bridal party portraits, Fitzroy Gardens 3:30pm — All guests move to reception at Luminare 4:00pm — Reception doors open; guests seated [and so on]

Claude will look up the wedding for Sarah and James, then add each item to the timeline one by one. You’ll be able to see them appearing in the timeline as Claude works through the list.

Tips for better results:

• Make sure the wedding exists in your account before asking Claude to add items to it — Claude finds the wedding by name
• If you have two weddings with similar names, tell Claude the wedding date to be specific: “the Smith wedding on 14 June 2026”
• Include locations and assigned vendors in your list if you have them — Claude will add those details to each item
• After importing, review the timeline in Wedding Computer to check times and details are right

Importing notes about a wedding

Claude can also add written notes to a wedding workspace. If you have detailed notes from a site visit, a planning meeting, or an email thread, ask Claude to add them:

I had a planning meeting with Emma and Liam last week. Here are my notes. Can you add them to their wedding workspace notes?

[paste your meeting notes]

Claude will append those notes to the wedding’s shared notes section. They’ll be visible to you (and your team, depending on note visibility settings) in the workspace.

What Claude can’t import via MCP

• New wedding workspaces — Claude can add contacts and timeline items but can’t create a workspace from scratch. Promote a contact to a wedding first, then ask Claude to populate it.
• Invoices and payment history — financial records don’t transfer via MCP.
• Documents and file attachments — Claude can’t upload files; it can only work with text-based data.
• Contacts from another person’s account — Claude can only access your account’s data, not other vendors’ systems.

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After importing

Once your import is done, go to Contacts to review what came in. Check a few records to make sure names, dates, and statuses look right. Any contact created by import can be edited like any other contact — click into it and update any field.

If you imported with a status like “Booked” and want to promote those contacts to wedding workspaces, do that one at a time: open each booked contact → Promote to wedding.

If anything looks wrong — wrong dates, names swapped, missing fields — you can edit contacts individually or delete the batch and re-import with adjusted column mappings.