Import your past Zoom meetings

Last updated: June 17, 2026

What this does

Pulls your older Zoom meetings into Call-E in one go, so you can build out client history and get Call Notes from past recordings.

Before you start

  • Your Zoom account must be connected. If it isn't, connect it first — see Connect Zoom to Call-E.
  • Only one import can run at a time on your account. If one's already in progress, wait for it to finish.

Steps

  1. Open Preferences. Click your profile in the sidebar and choose Preferences.
  2. Find the Zoom card. Under the History Import section, you'll see how many older meetings Call-E can pull in — for example, "You have ~42 new meetings in your Zoom history."
  3. Click Import Zoom History. A dialog opens.
  4. Pick a date range. Choose Last 7 days, Last 30 days, or Up to 6 months. Each option shows roughly how many new meetings it would bring in — for example, "~12 new meetings" — so you can pick the range that's worth importing. Six months is the farthest back Zoom lets Call-E go. The counts are estimates: the exact number Call-E imports can differ slightly, because it skips meetings you've already imported and meetings with no other participants.
  5. Review what Call-E found. Call-E scans your Zoom history and shows which meetings it will import, which are already in Call-E (those get skipped), and which participants match your existing clients.
  6. Start the import. Click the confirm button. A progress bar appears and updates as meetings come in.

After it's done

  • The Zoom card shows a summary after an import adds appointments, such as "Last imported X meetings on [date]."
  • Imported meetings appear on your dashboard with their recordings, and Call Notes generate automatically.
  • Participants whose emails didn't match an existing client can be created as new clients during the import — the summary tells you how many.

If something goes wrong

  • The Zoom card shows "Reconnect your Zoom account to load past appointments." Your Zoom connection has expired. Click Reconnect Zoom on the card, sign back in to Zoom, then come back and start your import.
  • "Call-E couldn't access your Zoom history." Your Zoom app may be missing permissions. Contact your Zoom admin or try disconnecting and reconnecting Zoom in Preferences.
  • "No meetings found." Call-E didn't find any meetings with other attendees in the range you picked. Try a wider range or a different one.
  • The date ranges don't show a meeting count. Sometimes Call-E can't get an estimate from Zoom in time, so the ranges show their plain descriptions instead of a number. This isn't an error — pick a range and click Scan History, and Call-E will still find and import your meetings.
  • Import stuck or failed partway through. Close the dialog, then click Import Zoom History again — you can retry the same range.
  • Need to run a different import while one is still going. Click Cancel Import on the Zoom card. The import stops and the Zoom card updates; if Call-E cannot cancel it, you'll see an error.

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