How do I import contacts from another program such as outlook?You will need to export your contacts as a .csv file. To do this in Outlook, please follow these steps:
- Click the File tab
- Select Options
- Select Advanced
- Click the Export button in the Export section
- Follow the Wizard Steps
- Make sure to select Export to a file as the action
- On the Create a file of type window, choose Comma Separated Values (Windows) if you are on a windows machine
Preparing the .csv file for import
- To make the import smooth, you may want to open the .csv file in excel or another spreadsheet editor and format the file using the following categories.
- Prefix, Title, First Name, Last Name, Salesperson, Department, Account, Lead Source, Description, Primary Address, Secondary Address, Do not call, Home Phone, Fax, Mobile, Email, Work Phone
- Save the updated file as .csv
Import to Reflect
- Go to the tab that you would like to import data to, such as the Contacts tab
- Click the Import button on the toolbar
- Double click the field below Matching Import Fields and select the field from the dropdown list that matches the Contact Fields field
- Enter the row that your data begins in the Start from row: text box
- When all fields have been matched, click the OK button
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