How to import and export contacts

Easily manage your contacts by importing new ones from CSV files and form integrations, or exporting your existing list. This helps you keep your scheduling data up to date and reuse contact details across tools.

Before you begin

To import contacts, you'll need:

• A CSV file (for file imports) that includes at least name and email address, or
• A connected form account (for Typeform)

For both import methods, you must have name and email as required fields.

Import contacts from a CSV file

Step 1 – Upload your CSV file

1. Go to your Contacts page.
2. Select + Add contact, then Import contacts from a file.
3. Upload your CSV file.

Step 2 – Map your fields

Next, match each column in your file to a Calendly contact field. If you don't want to import a column, leave it unmapped or select Exclude this field when mapping.

Each column from your file appears on the left. Use the dropdown to select a matching Calendly contact field on the right.

If a CSV column doesn't match an existing Calendly field, you can create a new field. Choose from text, number, tag, currency, or date fields to add a custom field.

Step 3 – Choose how to handle duplicates

1. Select Continue.
2. Choose how to handle duplicate contacts.
• Merge with existing contact (default).
• Overwrite with new information from the form.
• Skip and don't import this contact.
3. Select Continue.

What happens next

After the import completes, you'll see one of these outcomes:

• All contacts imported successfully – Select View contacts to see your full list.
• Some contacts imported, some skipped – Select Download skipped contacts to see which ones failed and why.
• Contacts imported with field issues – Select View contacts with issues to check which fields didn't import correctly.

Import contacts from a form

Connect Typeform to automatically turn form submissions into Calendly contacts. This saves you time and keeps your contact information organized without manual entry.

Step 1 – Connect your form account

If you’re already connected, skip to step 2.

1. Go to your Contacts page.
2. Select + Add contact, then choose Typeform
3. Select Connect account.
4. Sign in to your form account.
5. Allow access when prompted.

Calendly will validate that you own the form before the connection is complete.

Step 2 – Choose your form

If you've already connected your account, go to the Contacts page. Select + Add contact and choose where you want to import contacts from.

1. Select the form you want to connect.
2. Review the form name.
• Give your form connection a clear, descriptive name so you'll remember which form it's connected to. You can't change the name later.
3. Select Continue.

You can connect up to 10 forms.

Step 3 – Map your form fields

Match each form field to a Calendly contact field so the right information gets captured.

1. Select a Calendly contact field from the dropdown for each form field.
• If a form field doesn't match an existing contact field, you can Create a new field.
• You can choose text, number, tag, currency, or date field types.
2. Select the form fields you want to import (skip fields you don't need).
3. Select Continue.

Step 4 – Choose how to handle duplicates

1. Choose how to handle duplicate contacts (contacts with the same email address).
• Merge with existing contact (default).
• Overwrite with new information from the form.
• Skip and don't import this contact.
2. Select Continue.

Step 5 – Review and confirm

1. Review your settings.
2. Select Confirm connection.

Contacts will be created automatically from new form submissions going forward. Only new submissions create contacts. Previous submissions won't be imported.

Manage your form connections

Exclude email addresses or domains

You can exclude certain email addresses or entire domains from creating contacts automatically from the Contacts settings section of your Account settings. Form submissions from blocked addresses or domains won't create new contacts.

Pause or resume a form

1. Go to Account settings → Contacts settings.
2. Find your form connection.
3. Select the toggle to pause or resume.
• Active: Contacts are being created from form submissions.
• Paused: Form submissions won't create new contacts.

When you resume a connection, it won't import submissions from when it was paused.

Edit form connections

1. Go to Account settings → Contacts settings.
2. Find your form connection.
3. Select the three dots menu.
4. Select Edit form settings.
5. Make your changes and select Save.

Disconnect a form

1. Go to Account settings → Contacts settings.
2. Find your form connection.
3. Select the three dots menu.
4. Select Remove form.
5. Confirm by selecting Remove form again.

When you delete a form connection, any contacts already created stay in your contact list.

View contact source

You can see which contacts were created from a form. In your contact list, the Source column shows the form name.

Export contacts

1. Go to your Contacts page.
2. Select the contact(s) you want to export.
3. In the toolbar that appears at the bottom, choose Export.
4. Your file downloads automatically.

You'll also receive an email link to the file. The link expires in 24 hours.