Manage Your Dialpad Meeting Contacts

Organizing your contacts in Dialpad Meetings makes it easier to schedule meetings and invite other participants.

Let's take a closer look at how to manage contacts in Dialpad Meetings.

Note

Accounts managed through Dialpad rather than Dialpad Meetings will not display the Contacts section; instead, you'll need to add, import, and manage contacts through Dialpad directly.

This article applies to users who do not have a Dialpad account, only Dialpad Meetings. 

Manage Dialpad Meetings contacts

To manage your Dialpad Meetings contacts, head to your Dialpad Meetings dashboard 

1. Select Menu
   

2. Select Account

3. Navigate to Contacts
   

Here, you can create and edit Dialpad Meetings contacts. 

Manually add a Dialpad Meetings contact

To manually add a Dialpad Meetings contact, head to the Contacts section of your Dialpad Meetings account.

1. Select Add Contact 
   

2. Enter the contact details

3. Select Save

   

Create a contact group

Use contact groups to make it easier to schedule meetings with group of people. 

To create a Dialpad Meetings contact group, head to the Contacts section of your Dialpad Meetings account.

1. Select Add group 
   

2. Name your group

3. Enter the contact names

   

4. Select Save

Edit, delete, or block contacts

Easily edit, delete, or block contacts (or groups) from the Contacts section of your Dialpad Meetings account.

1. Select Edit Contacts or Groups 
   

2. Enter the contact or group name

3. Update the desired fields

   1. To block the contact, select Block 

   2. To delete the contact, select Delete Contact 

      

4. Select Save 

Edit blocked contacts

Easily manage blocked contacts from the Contacts section of your Dialpad Meetings account

1. Select Edit Blocked Contacts 
   

2. Select Unblock beside the contact you'd like to unblock  

You can also unblock contacts from the Edit contact page. 

Import contacts from Google account

To import contacts from a Google account, head to the Contacts section of your Dialpad Meetings account.

1. Select Import Google contacts
   

2. Choose the desired Google account

3. Select Allow to grant Dialpad Meetings access to your Google account

That's it! Your Google contacts will now be accessible from Dialpad Meetings.  

Note

If you need to edit or remove any contacts after importing through this method, you'll need to do it from your Google account.

Import contacts from CSV file

Easily bulk upload contacts using a CSV file.

To import using a CSV file, head to the Contacts section of your Dialpad Meetings account.

1. Select Import a Contacts CSV
   

2. Select the file

   1. The file cannot be larger than 2MB

Your CSV file must include the following headers, in this order from left to right:

• First Name

• Last Name

• Company

• Email Address

• Email 2 Address

• Phone

• Phone 2

Frequently asked questions

Why don't I see a Contacts section on my account?

The Contacts section is only visible for users who do not have a Dialpad account. If you have a Dialpad account, your contacts are managed from within Dialpad, not Dialpad Meetings.