Import - meetings records into new database

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  • Chad
    Junior Member
    • Aug 2025
    • 2

    #1

    Import - meetings records into new database

    Hi Everyone,
    I am very new to this and may not be asking the questions the right way of google to get the answer I am after.

    I have been doing all my sales calls and appointments in excel spreadsheets for years and still have them all saved. I have now setup the EspoCRM on my home server to try and organise things better.

    What I am trying to achieve is to import all my meetings into the system and because they are all new, they have no prior contacts in the system. So what I think I have to do is:
    1- import the excel (now csv) files into the system as contacts first.
    2- then reimport the same csv file as meetings (but with different fields used). The problem I face here is how to I "relate" the meeting to the contact that the meeting was with? (I don't want to relate it to an account). I am not sure how to get my "contacts" into the meeting and relate them to the meeting import. All my meetings will have an email address that can be related to a contact, so I can relate it to that. I have no idea how to set up that relationship in the settings either or to point them into the correct layout after I have created the right entity in meetings to them important them and have the meeting attached to a particular contact.
    3 - I have created a meeting notes entity that the notes from each of my meetings will be saved as and I seem to be able to import that okay.

    Any help would be appreciated, or even a link to show me where someone has done something similar in the past and I can try and learn from that?

    Thank you

    Chad

  • Chad
    Junior Member
    • Aug 2025
    • 2

    #2
    Maybe a simpler way of asking the question?

    Can I do an import and link my meetings by the email address (instead of any UID/Uer ID/ Assign ID etc)? I want the email address to be the unique identifier to link the records (contact + meeting notes from the import) to go together.

    I don't want to bring them in singularly as there are maybe 8 or 900 records I need to bring in. Each time I bring in a new one it will be between 30 and 90 records at a time and I don't want to input them one at a time either if a single import will do the trick.

    Thank you for your help.

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