Skip to main content

​
Import Contacts

Meetzy allows you to import contacts in bulk from Excel files (.xlsx, .xls, .xlsm) or directly from Google Sheets. This enables you to quickly populate your contact database for campaigns with advanced filtering and AI-powered search capabilities.

​
Import Methods

​
Import Wizard

The import process follows three steps:
1

Upload / Select

Choose your source file or spreadsheet.
2

Configure

Map columns and set import options with advanced filters.
3

Import

Process contacts and view results.

​
Excel Import

​
Uploading a File

  1. Navigate to CRM → Import Contacts
  2. Select Import from Excel
  3. Drag and drop your file or click to browse
  4. Supported formats: .xlsx, .xls, .xlsm
  5. Maximum file size: 10MB
Drag and drop works directly on the upload zone. The border turns green when a valid file is detected.

​
File Validation

Once uploaded, the system analyzes your file:
Rows without phone numbers will be skipped during import. Ensure your phone column is properly formatted.

​
Google Sheets Import

​
Connecting Google Sheets

If not connected:
  1. Click Connect Google Sheets
  2. Authorize with your Google account
  3. Grant access to your spreadsheets

​
Selecting a Spreadsheet

  1. Browse your available spreadsheets
  2. Use the search bar to find specific files
  3. Click on a spreadsheet to select it
  4. The system validates the sheet structure
Use natural language to find specific contacts:
1

Open AI Search

Click the AI search icon in the search bar.
2

Enter Query

Type your search in natural language, e.g., “Find all contacts from California with more than 5 calls”
3

Review Results

AI will process your query and display matching contacts.
AI search works with contact data, call history, location information, and custom fields to provide intelligent results.

​
Advanced Filtering

Access advanced filters to narrow down your import data:

​
Smart Filter Combinations

Combine multiple filters for precise targeting:
This finds active contacts from Madrid with at least 3 calls and email addresses.

​
Column Mapping

​
Required Fields

​
Enhanced Mapping Options

  1. Standard Fields: Phone, Name, Email
  2. Location Fields: City, State, Country, Postal Code
  3. Business Fields: Company, Job Title
  4. Marketing Fields: UTM Source, Medium, Campaign
  5. Custom Fields: Any additional columns from your file

​
Smart Column Detection

The system automatically suggests column mappings based on:
  • Column headers
  • Data patterns
  • Common naming conventions
The system recognizes headers like “First Name”, “fname”, “given_name” and maps them appropriately.

​
Custom Fields

Add additional columns as custom fields:
  1. View available unmapped columns
  2. Click on a column name to include it
  3. Custom fields are stored with the contact
  4. Use them in agent prompts with input parameters
Columns already mapped to standard fields (Phone, Name, Email) cannot be added as custom fields.

​
Data Preview & Validation

​
Enhanced Preview

Before importing, review your data with advanced preview features:
  • Data Quality Indicators: Shows data completeness and quality scores
  • Duplicate Detection: Highlights potential duplicate contacts
  • Format Validation: Verifies phone numbers and email formats
  • Geographic Validation: Validates city/country combinations

​
Data Quality Metrics

​
AI-Enhanced Data Enrichment

​
Automatic Data Enhancement

During import, the system can automatically:
  1. Format phone numbers with proper country codes
  2. Standardize addresses using geographic databases
  3. Detect duplicates using fuzzy matching algorithms
  4. Enrich contact data with additional information

​
Intelligent Duplicate Handling

Choose how to handle duplicates:

​
Segment Assignment

All imported contacts are automatically added to a segment:
  1. Enter a Segment Name
  2. This creates a new segment with your imports
  3. Use segments for targeted campaigns
  4. Apply advanced filters to segment creation
Use descriptive segment names like “Q1 2024 Leads - Madrid Tech Companies” for easy identification and targeting.

​
Smart Segment Suggestions

Based on your data, the system suggests segment names:
  • By Location: “Madrid Contacts”, “Spain Prospects”
  • By Source: “LinkedIn Import March 2024”
  • By Industry: “Tech Companies”, “Real Estate Leads”

​
Admin Features

For admin users:

​
Company Selection

  1. A company selector appears at the top
  2. Search for a company by name with intelligent autocomplete
  3. Select to import contacts to that company
  4. “My Account” imports to your own account

​
Bulk Import Analytics

View detailed analytics during import:
  • Import velocity (contacts per minute)
  • Data quality scores
  • Enrichment statistics
  • Duplicate resolution summary

​
Import Process

Once configuration is complete:
  1. Click Start Import
  2. Real-time progress with advanced metrics
  3. Live stats display:
    • New contacts created
    • Existing contacts updated
    • Data enrichment applied
    • Rows skipped with reasons

​
Enhanced Import Duration

Processing includes:
  • Data validation and formatting
  • Duplicate detection and resolution
  • AI-powered data enrichment
  • Advanced segmentation
Large imports (10,000+ rows) may take several minutes depending on enrichment settings.

​
Import Report

After completion, you’ll see an enhanced report:

​
Advanced Error Analysis

If errors occurred:
  • Categorized error types (format, validation, duplicate)
  • Suggested fixes for common issues
  • Bulk correction options for similar errors
  • Export error report for offline review

​
Post-Import Actions

  • View Segment - Go to the created segment with applied filters
  • Run AI Analysis - Get insights about imported contacts
  • Start Campaign - Create targeted campaigns immediately
  • Export Results - Download import summary report

​
AI-Powered Insights

After import, access AI insights about your new contacts:

Contact Analysis

Geographic distribution, industry breakdown, and quality metrics.

Engagement Prediction

AI predicts which contacts are most likely to engage.

Segmentation Suggestions

Smart recommendations for additional segment creation.

Campaign Optimization

Optimal calling times and approach strategies.

​
Best Practices

Data Quality First

Use advanced filters to ensure high-quality imports with proper validation.

Smart Segmentation

Leverage AI suggestions for creating meaningful contact segments.

Duplicate Prevention

Enable intelligent duplicate detection to maintain clean databases.

Gradual Enrichment

Start with basic imports, then use AI enhancement for progressive data improvement.

​
Troubleshooting

​
Next Steps

AI Contact Search

Use AI to find specific contacts with natural language queries.

Advanced Segments

Create intelligent segments using advanced filters and AI.

Campaign Optimization

Use AI insights to optimize your calling campaigns.

Data Analytics

Analyze contact data with advanced reporting tools.