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Importing Recipients4 min read

Connect Google Sheets

Link a Google Sheet directly — no download needed. CMass reads your columns live and maps them to merge tags.

The Google Sheets integration is the most powerful import method in CMass. Paste a Sheet URL, and CMass reads your contact data live — no downloading, no reformatting. Every column in your Sheet becomes a merge tag, and custom fields flow through to AI personalization automatically.

Before you start: share the Sheet

CMass accesses your Sheet via its public URL, so the Sheet must be set to 'Anyone with the link can view':

  1. 1Open your Google Sheet
  2. 2Click Share (top right)
  3. 3Click 'Change to anyone with the link'
  4. 4Make sure the role is set to 'Viewer'
  5. 5Click 'Copy link' and paste it into CMass
CMass Google Sheets import tab showing a URL field and a contact preview table
Paste your Sheet URL and click Load Sheet — CMass reads all columns automatically.
⚠️ If the Sheet is private (only accessible to specific people), CMass won't be able to read it. You don't need to make it public on the internet — 'Anyone with the link' means anyone who has the exact URL, which you control.

Required column

  • ▸Email (must contain the @ symbol in every row)

Best practice for headers

Use clear, single-word-ish column headers that will make readable merge tags:

  • ▸First Name → {First Name}
  • ▸Company → {Company}
  • ▸Job Title → {Job Title}
  • ▸Custom Note → {Custom Note}
  • ▸LinkedIn URL → {LinkedIn URL}
💡 Pro tip: add a 'Custom Note' column with a one-sentence context for each contact (e.g. 'Attended SaaStr 2025' or 'Downloaded pricing page last week'). Claude uses this field to write hyper-relevant opening lines.

How to import

  1. 1Open CMass from the compose window
  2. 2Go to the Recipients tab and click the '📊 Sheets' source tab
  3. 3Paste your Google Sheet URL
  4. 4Click 'Load Sheet'
  5. 5CMass shows a preview table — review the first 5 rows
  6. 6Click 'Add X contacts →' to confirm

Custom merge tags from your Sheet

Every column in your Sheet beyond Email, First Name, Last Name, and Company becomes a custom merge tag. You'll see them appear as purple chips in the Template tab's Personalize section. Click any chip to insert it at your cursor position in the subject or body.

Refreshing data

CMass reads the Sheet at import time — it doesn't sync in real time. If you update the Sheet after importing, remove the recipients and re-import to pick up the changes.

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