Manage Your Dialpad Meeting Contacts
    • 03 Apr 2024
    • 2 Minutes to read
    • Dark
      Light
    • PDF

    Manage Your Dialpad Meeting Contacts

    • Dark
      Light
    • PDF

    Article summary

    Dialpad Meetings offers features to help users manage their contacts effectively. Users can manually add contacts, import contacts from a Google account or a CSV file, and create contact groups. To manually add a contact, users need to go to the Contacts section and enter the contact details. Importing contacts from a Google account requires granting access to Dialpad Meetings. Bulk uploading contacts using a CSV file is also possible, with specific headers required. Contact groups can be created to simplify scheduling meetings with multiple participants. Users can edit, delete, or block contacts as needed. Blocked contacts can be managed separately in the Blocked Contacts section. It's important to note that the Contacts section is only visible for users without a Dialpad account; those with an account manage their contacts within Dialpad itself.

    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 is applicable 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

    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

    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. 

    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. 


    Was this article helpful?