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
| Method | Description | Requirements |
|---|---|---|
| 📊 Excel | Upload .xlsx, .xls, or .xlsm files | File up to 10MB |
| 📗 Google Sheets | Connect directly to your spreadsheets | Google account integration |
Import Wizard
The import process follows three steps:Excel Import
Uploading a File
- Navigate to CRM → Import Contacts
- Select Import from Excel
- Drag and drop your file or click to browse
- Supported formats:
.xlsx,.xls,.xlsm - 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:| Analysis | Description |
|---|---|
| Total Rows | Number of data rows detected |
| Valid Phones | Rows with valid phone numbers |
| Duplicates | Duplicate phone numbers found |
| No Phone | Rows missing phone numbers |
Google Sheets Import
Connecting Google Sheets
If not connected:- Click Connect Google Sheets
- Authorize with your Google account
- Grant access to your spreadsheets
Selecting a Spreadsheet
- Browse your available spreadsheets
- Use the search bar to find specific files
- Click on a spreadsheet to select it
- The system validates the sheet structure
Advanced Filters & Search
AI-Powered Search
Use natural language to find specific contacts:Enter Query
Type your search in natural language, e.g., “Find all contacts from California with more than 5 calls”
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:| Filter Type | Options | Description |
|---|---|---|
| Status | Active, Inactive, All | Filter by contact status |
| Call Range | Min/Max calls | Filter by number of previous calls |
| Date Range | From/To dates | Filter by creation or last contact date |
| Location | City, Country | Filter by geographic location |
| Contact Info | Has Email | Filter contacts with/without email |
Smart Filter Combinations
Combine multiple filters for precise targeting:Column Mapping
Required Fields
| Field | Description | Required |
|---|---|---|
| Phone | Contact phone number | ✅ Yes |
| Name | Contact name | No |
| Contact email | No |
Enhanced Mapping Options
- Standard Fields: Phone, Name, Email
- Location Fields: City, State, Country, Postal Code
- Business Fields: Company, Job Title
- Marketing Fields: UTM Source, Medium, Campaign
- 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:- View available unmapped columns
- Click on a column name to include it
- Custom fields are stored with the contact
- Use them in agent prompts with input parameters
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
| Metric | Description | Action |
|---|---|---|
| ✅ Valid | Properly formatted data | Ready to import |
| ⚠️ Warning | Potentially incorrect data | Review recommended |
| ❌ Error | Invalid data format | Must fix before import |
AI-Enhanced Data Enrichment
Automatic Data Enhancement
During import, the system can automatically:- Format phone numbers with proper country codes
- Standardize addresses using geographic databases
- Detect duplicates using fuzzy matching algorithms
- Enrich contact data with additional information
Intelligent Duplicate Handling
Choose how to handle duplicates:| Option | Description | Recommendation |
|---|---|---|
| Skip | Skip duplicate entries | Best for clean data |
| Update | Update existing contacts | Good for data refresh |
| Create New | Create duplicate entries | Use with caution |
Segment Assignment
All imported contacts are automatically added to a segment:- Enter a Segment Name
- This creates a new segment with your imports
- Use segments for targeted campaigns
- 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
- A company selector appears at the top
- Search for a company by name with intelligent autocomplete
- Select to import contacts to that company
- “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:- Click Start Import
- Real-time progress with advanced metrics
- 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
Import Report
After completion, you’ll see an enhanced report:| Metric | Description |
|---|---|
| ✅ Imported | New contacts created successfully |
| 🔄 Updated | Existing contacts updated with new data |
| 🤖 Enriched | Contacts enhanced with additional data |
| ⏭️ Skipped | Rows not imported with detailed reasons |
| 📊 In Segment | Total contacts added to segment |
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
| Issue | Advanced Solution |
|---|---|
| ”AI search not working” | Check internet connection and try simpler queries |
| ”Advanced filters slow” | Reduce filter complexity or import in smaller batches |
| ”Data enrichment failed” | Verify data quality and contact support for API limits |
| ”Smart duplicates missed” | Adjust duplicate detection sensitivity in settings |
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.