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Import your subscriptions with a CSV file

Bulk-load your subscription spreadsheet with forgiving column matching, duplicate-safe re-runs, and per-row error reporting.

When to use CSV import

CSV import is the fastest way to load an existing subscription spreadsheet into Cubbie — no integrations required. It lives on the Subscriptions page in your dashboard, alongside single-subscription entry.

Prepare your file

Only two columns are required:

  • vendor (also accepted: vendor_name, company, provider)
  • product (also accepted: product_name, software, plan)

Optional columns Cubbie recognizes automatically:

  • annualized_spend or annual_spend (USD; a cents variant such as spend_cents also works)
  • renewal_date (also: renewal, renews_at)
  • owner_name and owner_email
  • status (active, trial, paused, canceled, or unknown)
  • notes

Header matching is forgiving: capitalization, spaces, and punctuation are normalized, so a column called Renewal Date matches renewal_date without edits.

Run the import

1. Open the Subscriptions page and find the CSV import form.

2. Provide your CSV (up to 2 MB).

3. Submit and review the summary: rows inserted, rows updated, rows skipped, and per-row errors with row numbers.

How duplicates are handled

Rows are matched on vendor + product. If a row matches an existing registry record, the import updates that record instead of creating a duplicate — so re-running after fixing errors is safe.

After the import

  • Renewal alerts re-sync automatically, so imported renewal dates start generating 90, 60, 30, and 7-day reminders.
  • Spend snapshots update so dashboard totals reflect the new data.
  • Records imported this way carry the source csv, so you can always tell where a record came from.

Fix any error rows in your spreadsheet and upload again — the vendor + product matching keeps the registry tidy no matter how many passes it takes.

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