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mgmtOS for Artists

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Getting started
OverviewFrequently asked questionsGet help and report a problemFix a spreadsheet importUse mgmtOS for Artists on your phoneStart hereImport a spreadsheet
Daily work
OverviewFollow activity and add notesFind a missing show or releaseWork from OverviewSearch and create from anywhere
Shows
OverviewAdd a showInside a showShow deal, costs, and settlementMove a show from offer to performedFind and manage shows in the list
Releases
OverviewAdd a releaseInside a releasePlan deadlines for a releaseRelease statuses and the Releases listShare a release to Stories
Roster and contacts
OverviewKeep your contactsMake an artist one sheetManage your artist roster
Finances
OverviewRead the Finances pageTrack deals
Workspace
OverviewFix sign-in and access problemsPlans, trial, and billingSettingsSign in and manage sessionsInvite your team and set roles
Invite your team and set rolesPlans, trial, and billingAsk AI
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HomemgmtOS for ArtistsGetting startedImport a spreadsheet
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Import a spreadsheet

Bring shows, releases, or contacts in from a CSV or Excel file, check the columns and rows, and import only new records.

On this page
Before you importStart an importMatch the columnsAssign the artistSet the booking yearReview the rowsHow duplicates are handledFinish the import

Before you import

  • Use a computer. Import lives in the header of Shows, Releases, and Contacts.

  • Use a .csv, .xlsx, or .xls file. The first row must hold the column headers.

  • Keep it to 5,000 data rows or fewer. Split a bigger file.

  • From Google Sheets, download the sheet as Excel or CSV first.

Importing needs a role that can edit. Contacts can be imported only by members with access to all artists.

Start an import

  1. Open Shows, Releases, or Contacts and choose Import. On an empty workspace, Overview also offers Import a sheet.

  2. Drop the file on Drop CSV or Excel here, or click to browse.

  3. For an Excel file with several tabs, pick the tab under Worksheet.

Match the columns

The Column mapping table lists each column of your file with an Import as choice. Common headers such as Fee, Guarantee, Status, Show name, or Show date are matched for you. Check every match, change any that are wrong, and choose Skip column for columns you do not need.

Required columns:

  • Shows: event name, and a date or Date TBD. Also the artist, unless you choose one artist for all rows.

  • Releases: title. Also the artist, unless you choose one artist for all rows.

  • Contacts: name.

Suggest columns with AI is optional. It sends the column headers and a small sample of rows to an AI service and fills in suggested matches. If suggestions are unavailable, your mapping stays as it was and you can continue by hand.

Assign the artist

For shows and releases, choose how rows get their artist:

  • Per row: each row uses the artist in the column you mapped to Artist.

  • One artist: every row goes to the artist you choose. Any artist column is ignored.

With Create missing artists on, artists that are not on your roster yet are created during the import, within your plan's artist limit. Members limited to specific artists can import only for those artists and cannot create new ones.

Set the booking year

If show dates have no year, such as 1/24, choose the year under the booking year control. The app suggests a year from the tab or file name.

Review the rows

The Preview shows the first rows as they will be imported. For shows and releases, each row has a status: New, Already exists, or the reason it cannot be imported. A banner groups problems and offers fixes, such as using one year for dates without a year, Switch to Per row, or Create missing artists.

If you change the mapping, artist choice, or year, the rows are checked again before you can import.

How duplicates are handled

Shows and releases that already exist are always skipped, including repeats within the same file and declined or cancelled shows that your Shows filters hide.

  • A show matches when the artist, date, and event name are the same. A TBD show matches on artist and event name.

  • A release matches when the artist and title are the same.

Contacts are not checked for duplicates.

Finish the import

The import button tells you what will happen, for example Import 12 new shows. Choose it to import. The result says how many records were added, how many were already in your roster, and how many need fixes. After a successful show or release import, the list opens with the new records.

Imported releases do not get the default release plan. Add the deadlines you need on each release. See Plan deadlines for a release.

Open ShowsOpen ReleasesOpen Contacts

Related guides

Fix a spreadsheet importAdd a showAdd a releaseKeep your contacts
PreviousStart here

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Reviewed 2026-10-19Still need help?

On this page

Before you importStart an importMatch the columnsAssign the artistSet the booking yearReview the rowsHow duplicates are handledFinish the import