How to Import Contacts
Import your existing customers and contacts into meetergo
You can import your existing customers and contacts into meetergo to have all your booking data in one place. This guide shows you how to use the import feature.
How to Import Contacts
- Go to Contacts
- Click the Import button in the top right corner
- Upload your CSV file or paste your contact data
- Map the columns to the correct fields (name, email, phone, etc.)
- Review the import preview
- Click Import to complete the process
Make sure your CSV file has headers in the first row so meetergo can automatically detect the field mapping.
Supported File Formats
- CSV (Comma-Separated Values) - recommended
- Excel (.xlsx)
Required Fields
At minimum, each contact needs:
- Email address (required) - used as the unique identifier
Optional Fields
You can also import:
- First name
- Last name
- Phone number
- Company name
- Notes
- Custom fields
Exporting from Other Systems
From Google Contacts
- Go to contacts.google.com
- Select the contacts you want to export
- Click the three-dot menu → Export
- Choose "Google CSV" format
From Outlook
- Go to outlook.com/people
- Click "Manage" → "Export contacts"
- Download the CSV file
From Your CRM
Most CRM systems (HubSpot, Salesforce, Pipedrive) have an export feature in the contacts section. Export as CSV for best compatibility.
After Import
Once imported, your contacts will appear in the Contacts overview. You can:
- View contact details and booking history
- Edit individual contacts
- Use contacts for analytics and reporting
- See which contacts have booked meetings with you
Troubleshooting
Import fails or shows errors?
- Check that your CSV uses UTF-8 encoding
- Make sure email addresses are in a valid format
- Remove any duplicate email addresses
Fields not mapping correctly?
- Ensure your CSV has headers in the first row
- Use clear column names like "Email", "First Name", "Phone"
Exporting Data Out of meetergo
There is no export button on the Contacts page. Contacts can be read through the meetergo API (GET /crm) with a Personal Access Token (API Key).
If what you actually need is the people who booked a meeting, including their booking form answers, export your bookings instead: Export bookings and attendee lists as CSV (Excel).
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