Up to 5,000 contacts.One Excel or CSV file.
Drop your file in: meo matches the columns it recognizes, you choose what happens to contacts that already exist, and your contacts are ready for their requests.
meo reads your columns. You confirm the mapping.
Column mapping
Match each Meo field to a column from your file. We suggested an automatic mapping.
Contact name mappedAt least one contact channel mapped
Full nameClient
EmailEmail
PhoneMobile
CompanyCompany
StatusStatus
Already have that contact? You decide what happens.
Import completed with warnings
248 contacts processed. (231 created, 17 updated)
New contacts imported231
Existing contacts updated17
Duplicates (skipped)0
Validation errors2
Total processed250
In the import
- Excel or CSVAn .xlsx or .csv file, with a template to download if you are starting from scratch.
- Every useful fieldFull name or first and last name, email, phone, company, title, address, notes and status.
- Phone numbers cleaned upCanadian numbers are recognized in the usual formats and stored in one format.
- Document foldersImport your folders into Documents: meo suggests a client for each one, and nothing is linked without your choice.
Frequently asked questions
All questionsWhich columns does my file need?
A name (full, or first and last name in two columns) and at least an email or a phone number. Other columns are optional; the template gives you the right format.
How many contacts can I import?
Up to 5,000 per file. Beyond that, split your file into several uploads.
What happens to incomplete rows?
Before you start, meo counts rows with no name or with neither email nor phone. They are not imported and appear in the report you can download at the end.