How to Import Contacts

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

1. Go to Contacts
2. Click the Import button in the top right corner
3. Upload your CSV file or paste your contact data
4. Map the columns to the correct fields (name, email, phone, etc.)
5. Review the import preview
6. Click Import to complete the process

Tip: 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

1. Go to contacts.google.com
2. Select the contacts you want to export
3. Click the three-dot menu → Export
4. Choose "Google CSV" format

From Outlook

1. Go to outlook.com/people
2. Click "Manage" → "Export contacts"
3. 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"